Job Description
Job DescriptionClient Success SpecialistMake a Difference in the Lives of Medicare Beneficiaries
At My Senior Health Plan (MSHP), we're passionate about helping seniors confidently navigate their Medicare options while delivering an exceptional client experience every step of the way. As one of the nation's trusted Medicare agencies, we combine personalized service with a supportive, team-oriented culture where employees are empowered to grow and succeed.
We're looking for a compassionate, relationship-driven Client Success Specialist to join our Client Services team. If you enjoy helping people, building meaningful connections, and providing outstanding customer service over the phone, we'd love to meet you.
What You'll Do
As a Client Success Specialist, you'll serve as a trusted resource for our clients throughout their journey with MSHP. You'll provide exceptional support through inbound and outbound calls while ensuring every client feels informed, valued, and cared for.
Client Engagement
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Welcome new clients to MSHP and guide them through the onboarding process.
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Conduct outbound follow-up calls, appointment reminders, satisfaction surveys, and other client outreach initiatives.
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Answer inbound calls from clients, caregivers, and prospective clients with professionalism and empathy.
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Build lasting relationships through exceptional communication and personalized service.
Client Support
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Assist clients with questions regarding our services, processes, and available resources.
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Resolve routine client concerns while escalating more complex issues when appropriate.
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Accurately document all client interactions within company systems.
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Maintain confidentiality and compliance with company policies and applicable regulations.
Administrative Support
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Keep client records accurate and up to date.
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Assist with scheduling, data entry, and other administrative responsibilities.
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Support department initiatives, outreach campaigns, and special projects.
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Participate in ongoing training and continuous improvement efforts.
What We're Looking ForRequired Qualifications
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High school diploma or GED.
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At least one year of experience in customer service, client support, healthcare, insurance, or a call center environment.
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Excellent verbal and written communication skills.
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Comfortable handling a high volume of inbound and outbound phone calls.
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Strong organizational skills with exceptional attention to detail.
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Ability to multitask in a fast-paced environment.
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Proficiency with Microsoft Office and web-based applications.
Preferred Qualifications
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Experience working with Medicare beneficiaries, seniors, healthcare, or insurance clients.
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Experience using CRM platforms.
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Bilingual skills are a plus.
What Makes You Successful
You genuinely enjoy helping people and creating positive experiences. You're patient, empathetic, and an excellent communicator who knows how to make clients feel heard and supported.
Successful team members are:
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Customer-focused and service-oriented
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Compassionate and relationship-driven
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Organized and detail-oriented
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Dependable and accountable
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Adaptable in a fast-paced environment
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Collaborative team players
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Comfortable learning new technology and systems
Why You'll Love Working Here
At My Senior Health Plan, we believe taking care of our employees is just as important as taking care of our clients.
We offer:
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Competitive hourly pay ranging from $18-$23 per hour
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Annual bonus opportunity
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Medical, dental, and vision insurance with 75% employer-paid medical premiums
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Life insurance and voluntary benefits including pet insurance, disability, accident, critical illness, and hospital indemnity coverage
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401(k) with up to 4% company match plus annual profit sharing
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Paid vacation, sick time, and company holidays, including the entire week of Christmas off
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Paid parking at our beautiful La Jolla office-just steps from the beach
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Comprehensive training and ongoing professional development
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Opportunities for career growth and internal advancement
Our Core Values
Client-Centric Service
We put our clients at the center of every decision.
Integrity
We do the right thing, every time.
Positivity
We bring enthusiasm, kindness, and optimism to our work.
Growth Mindset
We embrace learning, innovation, and continuous improvement.
Join Our Team
If you're passionate about helping others, thrive in a collaborative environment, and want to build a meaningful career with a company that's making a difference, we'd love to hear from you.
Apply today and help us deliver the exceptional service our clients deserve.
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AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), 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 doesn't replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.
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