Customer Service Representative [Hourly Base + Annual Incentive]

My Senior Health Plan • La Jolla, CA

7d • 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 involves providing support to clients and internal teams, ensuring a smooth and professional experience. The position offers an opportunity to make a meaningful impact while building a career in a company dedicated to serving others. The role is office-based in La Jolla, CA, and is an onsite position.

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 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