Medicare Center Customer Experience & Sales Associate

Confidential; Pittsburgh (Allegheny County); On-site; USD 32,000 - 52,000; Full time

Job summary

Confidential is seeking a Retail Store Sales representative to be the first contact at the Medicare Center. You will greet customers, identify needs, schedule consultations, and maintain accurate records while supporting daily operations.

The role emphasizes excellent customer service, data entry in CRM, collaboration with center leadership, and strict adherence to privacy regulations. Office-based with seasonal hours and onboarding training.

Qualifications

• High school diploma or equivalent required.
• 1–3 years in customer service, front desk, retail, or sales support.
• Experience scheduling appointments and managing customer interactions.
• Experience using Microsoft Office applications, including Word and Excel.
• Basic computer proficiency with CRM or customer management systems.

Responsibilities

• Welcome customers and provide a professional first impression.
• Assist customers by identifying needs and directing them to sales or support.
• Schedule and coordinate Medicare sales consultation appointments.
• Create and maintain accurate customer profiles in CRM.
• Answer calls and respond to inquiries professionally.
• Maintain inventory of sales materials and office supplies.
• Ensure reception area is organized and welcoming.
• Generate daily activity reports and maintain documentation.
• Collaborate with leadership to ensure efficient workflow.
• Participate in training programs and compliance requirements.

Skills

Customer service

Interpersonal communication

Multitasking

Data entry accuracy

Verbal and written communication

Education

High school diploma or equivalent

Associate's or Bachelor's degree in Business, Healthcare Administration, Marketing, Communications, or related field

Tools

CRM software

Microsoft Word

Microsoft Excel

Outlook

Job description

Confidential is seeking a Retail Store Sales representative to be the first contact at the Medicare Center. You will greet customers, identify needs, schedule consultations, and maintain accurate records while supporting daily operations.

The role emphasizes excellent customer service, data entry in CRM, collaboration with center leadership, and strict adherence to privacy regulations. Office-based with seasonal hours and onboarding training.