Customer Service Representative (Bilingual English/Spanish) [Hourly Base Pay + Annual Incentive]

My Senior Health Plan • Brentwood, TN

6d • Onsite

About The Position

My Senior Health Plan is seeking a detail-driven, client-focused Customer Service Representative to join their growing team. This role offers the opportunity to make a meaningful impact while building a rewarding career in a company devoted to serving others. The Customer Service Representative will be the primary support for clients and internal teams, ensuring a smooth and professional experience. Responsibilities include communicating with clients via phone and email, handling inbound and outbound calls, transferring leads to sales, managing client data in Salesforce, preparing and mailing client kits, processing insurance applications, conducting verification calls, following up on application statuses, supporting post-sale client satisfaction, and performing general administrative tasks. The role also requires supporting other administrative functions 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 Microsoft Word, Excel, Salesforce, and internet navigation
• Familiarity with CRM systems and a passion for helping others
• Genuine desire to be in the role and thrive in a sales-driven environment
• Motivation by helping clients make informed decisions about their Medicare options
• Enjoyment of working toward measurable goals
• Understanding of the importance of timely follow-up, accurate CRM management, and effective communication
• Ability to build trust with clients, overcome objections, and maintain a positive attitude
• Strong organizational abilities
• Resilience under pressure
• Ability to manage multiple priorities without sacrificing quality
• Tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly
• Emotional intelligence to connect with clients
• Persistence to hit and exceed sales targets

Nice To Haves

• Career opportunity mindset

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree