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

My Senior Health Plan • San Diego, CA

1d • 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 go-to support for clients and internal teams, ensuring a smooth and professional experience.

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

Nice To Haves

• Genuinely want to be in this role and thrive in a sales-driven environment
• Motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals
• See this position as a career opportunity, not just a job
• Fully understand what success looks like in this role
• Grasp the importance of timely follow-up, accurate CRM management, and effective communication
• Know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise
• Strong organizational abilities
• Resilience under pressure
• Ability to manage multiple priorities without sacrificing quality
• Tech-savvy
• Comfortable with CRM systems
• Capable of learning new tools quickly
• Emotional intelligence to connect with clients
• Persistence to hit and exceed sales targets

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 parking in La Jolla, CA
• 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