Client Success Specialist [Hourly Base + Annual Incentive]
About The Position
Are you passionate about helping others and thriving in a fast-paced, team-oriented environment? My Senior Health Plan is looking for a detail-driven, client-focused Client Success Specialist to join our growing team! This is your opportunity to make a meaningful impact while building a rewarding career in a company devoted to serving others. 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. Your day-to-day will include: Communicating with clients via phone and email with professionalism and care Handling inbound and outbound calls using an auto-dialer system Transferring qualified leads to our sales team Entering and maintaining accurate client data in Salesforce Preparing and mailing client kits Processing insurance applications and conducting verification calls Following up on application statuses with carriers and clients Supporting post-sale client satisfaction efforts Performing general administrative tasks like scanning, filing, and data entry Jumping in to support other administrative roles as needed
Requirements
- High School Diploma/GED + 1 year of admin experience, or Associate's degree
- 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 Microsoft Word, Excel, Salesforce, and internet navigation
- Familiarity with CRM systems and a passion for helping others
Nice To Haves
- Bilingual in Spanish strongly preferred
Responsibilities
- Communicating with clients via phone and email with professionalism and care
- Handling inbound and outbound calls using an auto-dialer system
- Transferring qualified leads to our sales team
- Entering and maintaining accurate client data in Salesforce
- Preparing and mailing client kits
- Processing insurance applications and conducting verification calls
- Following up on application statuses with carriers and clients
- Supporting post-sale client satisfaction efforts
- Performing general administrative tasks like scanning, filing, and data entry
- Jumping in to support other administrative roles as needed
Benefits
- Competitive hourly base pay with an annual performance-based 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 and profit-sharing.
- Paid vacation, sick time, and company holidays, including the week of Christmas.
- Positive work environment with room for growth.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
