Customer Service Representative (Bilingual English/Spanish) [Hourly Base Pay + Annual Incentive]
Make a Difference in People’s Lives Every Day
At My Senior Health Plan, we help seniors navigate one of the most important decisions of their lives: choosing the right healthcare coverage. As a Customer Service Representative you’ll play a vital role in delivering a seamless, compassionate experience for every client we serve.
If you’re highly organized, people-focused, and thrive in a fast-paced environment, this is your opportunity to build a meaningful career while helping others.
What You’ll Do
As a Customer Service Representative, you’ll be the connection point between our clients, sales team, and insurance partners assuring every interaction is handled with care and precision.
Client Experience
- Serve as a friendly, professional point of contact via phone and email
- Respond to client questions with clarity, empathy, and urgency
- Conduct verification and follow-up calls to support client satisfaction
Operations & Support
- Process insurance applications with accuracy and attention to detail
- Maintain and update client records in CRM systems (Salesforce/HubSpot)
- Prepare and send client kits and documentation
- Track application status and coordinate with insurance carriers
Team Collaboration
- Route qualified leads to the sales team
- Support post-sale follow-up and satisfaction surveys
- Assist with administrative tasks and special projects as needed
Requirements:
- High School Diploma/GED + 1 year of admin experience, or Associate's degree.
- Bilingual in Spanish.
- Strong phone presence and a friendly, professional demeanor.
- Excellent organizational and communication skills.
- Ability to multitask and manage time effectively.
- A team player with a proactive attitude and eagerness to learn.
- Proficiency in CRMs and internet navigation.
- A passion for helping others.
Working Conditions:
- Stationary role, operating a computer and office equipment.
- Light lifting (up to 25 lbs.).
- Office environment with occasional movement within the workspace.
Why Join Us?
- Competitive hourly base pay (ranges from $20-$24/hr) with an annual bonus.
- Health insurance (medical, dental, vision) with 75% employer paid.
- Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
- 401(k) plan with matching (up to 4%) and profit-sharing (5-10% of salary).
- Paid vacation (5 business days in year 1, 10 business days in year 2, 15 business days in year 3+), sick time (5 business days), and company holidays, including the week of Christmas.
- Paid parking in La Jolla, CA. Walk to the beach on your break!
- Robust training program that sets you up for success.
What We’re Looking For:
- Want It:
You genuinely want to be in this role and thrive in a customer service-driven environment. You’re motivated by helping clients and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
- Get It:
You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients and maintain a positive attitude even when challenges arise.
- Capacity to Do It:
You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients.
Our Core Values:
- Client-Centric Service: Always put the client first.
- Integrity: Do the right thing, every time.
- Positivity: Bring energy and optimism to every interaction.
- Growth Mindset: Embrace learning and continuous improvement.
Ready to make a difference? Apply today and become part of a team that values compassion, excellence, and opportunity.