My Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a motivated and energetic Client Success Specialist to join our growing team in La Jolla, CA. If you have a strong background in customer service and are passionate about making a difference in the lives of seniors, we want to hear from you!
Job Summary: As a Client Success Specialist, you’ll be the go-to support for our clients and internal teams, ensuring a smooth and professional experience from start to finish.

Requirements:

• High school diploma or GED with a minimum of 3 years of administrative experience, or a bachelor’s degree with at least 2 years of relevant experience.
• Strong phone presence with a friendly and professional demeanor.
• Excellent organizational, interpersonal, and written/verbal communication skills.
• Proven ability to multitask, prioritize responsibilities, and manage time effectively in a fast-paced environment.
• Collaborative team player with a proactive mindset and a strong desire to learn and grow.
• Proficient in Microsoft Office and internet research/navigation.
• Familiarity with CRM systems and a genuine passion for providing exceptional client service

• Communicate with clients via phone and email in a courteous, professional, and timely manner.
• Manage inbound and outbound calls utilizing an auto-dialer system.
• Qualify potential leads and transfer them to the appropriate sales team members.
• Accurately enter and maintain client information within our CRM.
• Prepare and distribute client welcome kits and related materials.
• Process insurance applications and conduct verification calls as required.
• Monitor and follow up on application statuses with both carriers and clients.
• Assist in post-sale client support to ensure satisfaction and retention.
• Perform a variety of administrative tasks, including scanning, filing, and data entry.
• Provide backup support to other administrative functions as needed.

Requirements:

• High school diploma or GED with a minimum of 3 years of administrative experience, or a bachelor’s degree with at least 2 years of relevant experience.
• Strong phone presence with a friendly and professional demeanor.
• Excellent organizational, interpersonal, and written/verbal communication skills.
• Proven ability to multitask, prioritize responsibilities, and manage time effectively in a fast-paced environment.
• Collaborative team player with a proactive mindset and a strong desire to learn and grow.
• Proficient in Microsoft Office and internet research/navigation.
• Familiarity with CRM systems and a genuine passion for providing exceptional client service.