Client Success Specialist (Temporary Part-Time) [Hourly Base + Incentive]

Job Description

Job Description

Salary : $20-$24 / hr

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, youll be the go-to support for our clients and internal teams, ensuring a smooth and professional experience from start to finish.

Job Duties and Responsibilities :

• 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 :

Working Conditions :

Why Join Us?

Ready to make a difference? If you're a driven professional looking to grow your career while helping Medicare-eligible individuals, apply today to join My Senior Health Plans mission-driven team!

My Senior Health Plan is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.

AI Use Disclosure

To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.

AI supports our process, it doesnt replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.