Client Success Specialist (Bilingual English/Spanish) [Hourly Base + Annual Incentive]

My Senior Health PlanBrentwood, TN
20h$20 - $24Onsite

About The Position

Are you passionate about helping others and thriving in a fast-paced, team-oriented environment? My Senior Health Plan is looking for a detail-driven, client-focused Client Success Specialist to join our growing team! This is your opportunity to make a meaningful impact while building a rewarding career in a company devoted to serving others. What You’ll Be Doing: As a Client Success Specialist, you’ll be the go-to support for our clients and internal teams, ensuring a smooth and professional experience from start to finish. Your day-to-day will include:

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

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.
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