Member Support Specialist

My Senior Health Plan; San Diego (CA); On-site; USD 24,796 - 31,684; Full time

Benefits offered by this job

Competitive hourly pay

Annual bonus

Medical, dental, and vision insurance

401(k) with company match

Paid vacation and holidays

Paid parking at La Jolla office

Training and development

Career growth opportunities

Job summary

My Senior Health Plan (MSHP) is seeking a compassionate Client Success Specialist to guide Medicare beneficiaries through onboarding, provide inbound and outbound support, and ensure every client feels informed and cared for.

Join our Client Services team to build lasting relationships, document all interactions in our systems, and support scheduling, outreach, and continuous improvement initiatives.

Qualifications

• High school diploma or GED required.
• At least 1 year in customer service, healthcare, insurance, or call center.
• Excellent verbal and written communication skills.
• Ability to handle a high volume of inbound and outbound calls.
• Strong organizational skills with attention to detail.
• Ability to multitask in a fast-paced environment.
• Proficiency with Microsoft Office and web-based applications.

Responsibilities

• Onboard new clients and guide them through onboarding.
• Conduct outbound follow-up calls, reminders, surveys, and outreach.
• Answer inbound calls with professionalism and empathy.
• Document all client interactions in company systems.
• Maintain confidentiality and compliance with policies.

Skills

Customer service

Communication skills

Call center experience

Organization

Multitasking

MS Office

Bilingual

CRM platforms

Education

High school diploma or GED

Tools

CRM platforms

Job description

Client Success Specialist

Make a Difference in the Lives of Medicare Beneficiaries

At My Senior Health Plan (MSHP), we're passionate about helping seniors confidently navigate their Medicare options while delivering an exceptional client experience every step of the way. As one of the nation's trusted Medicare agencies, we combine personalized service with a supportive, team-oriented culture where employees are empowered to grow and succeed.

We're looking for a compassionate, relationship-driven Client Success Specialist to join our Client Services team. If you enjoy helping people, building meaningful connections, and providing outstanding customer service over the phone, we'd love to meet you.

What You'll Do

As a Client Success Specialist, you'll serve as a trusted resource for our clients throughout their journey with MSHP. You'll provide exceptional support through inbound and outbound calls while ensuring every client feels informed, valued, and cared for.

Client Engagement

• Welcome new clients to MSHP and guide them through the onboarding process.
• Conduct outbound follow-up calls, appointment reminders, satisfaction surveys, and other client outreach initiatives.
• Answer inbound calls from clients, caregivers, and prospective clients with professionalism and empathy.
• Build lasting relationships through exceptional communication and personalized service.

Client Support

• Assist clients with questions regarding our services, processes, and available resources.
• Resolve routine client concerns while escalating more complex issues when appropriate.
• Accurately document all client interactions within company systems.
• Maintain confidentiality and compliance with company policies and applicable regulations.

Administrative Support

• Keep client records accurate and up to date.
• Assist with scheduling, data entry, and other administrative responsibilities.
• Support department initiatives, outreach campaigns, and special projects.
• Participate in ongoing training and continuous improvement efforts.

What We're Looking For

Required Qualifications

• High school diploma or GED.
• At least one year of experience in customer service, client support, healthcare, insurance, or a call center environment.
• Excellent verbal and written communication skills.
• Comfortable handling a high volume of inbound and outbound phone calls.
• Strong organizational skills with exceptional attention to detail.
• Ability to multitask in a fast-paced environment.
• Proficiency with Microsoft Office and web-based applications.

Preferred Qualifications

• Experience working with Medicare beneficiaries, seniors, healthcare, or insurance clients.
• Experience using CRM platforms.
• Bilingual skills are a plus.

What Makes You Successful

You genuinely enjoy helping people and creating positive experiences. You're patient, empathetic, and an excellent communicator who knows how to make clients feel heard and supported.

Successful team members are:

• Customer-focused and service-oriented
• Compassionate and relationship-driven
• Organized and detail-oriented
• Dependable and accountable
• Adaptable in a fast-paced environment
• Collaborative team players
• Comfortable learning new technology and systems

Why You'll Love Working Here

At My Senior Health Plan, we believe taking care of our employees is just as important as taking care of our clients.

We offer:

• Competitive hourly pay ranging from $18-$23 per hour
• Annual bonus opportunity
• Medical, dental, and vision insurance with 75% employer-paid medical premiums
• Life insurance and voluntary benefits including pet insurance, disability, accident, critical illness, and hospital indemnity coverage
• 401(k) with up to 4% company match plus annual profit sharing
• Paid vacation, sick time, and company holidays, including the entire week of Christmas off
• Paid parking at our beautiful La Jolla office-just steps from the beach
• Comprehensive training and ongoing professional development
• Opportunities for career growth and internal advancement

Our Core Values

Client-Centric Service

We put our clients at the center of every decision.

Integrity

We do the right thing, every time.

Positivity

We bring enthusiasm, kindness, and optimism to our work.

Growth Mindset

We embrace learning, innovation, and continuous improvement.

Join Our Team

If you're passionate about helping others, thrive in a collaborative environment, and want to build a meaningful career with a company that's making a difference, we'd love to hear from you.

Apply today and help us deliver the exceptional service our clients deserve.