Customer Service Representative [Hourly Base + Annual Incentive]

Customer Service Representative at My Senior Health Plan, acting as the connection point between clients, the sales team, and insurance partners to ensure compassionate, accurate service. Responsibilities include serving as a professional point of contact via phone and email, verifying and following up with clients, processing insurance applications with attention to detail, maintaining client records in CRM systems (Salesforce/HubSpot), preparing and sending client kits, routing qualified leads to sales, supporting post-sale follow-up, and assisting with administrative tasks. Key skills include strong communication, organization, multitasking, CRM proficiency, and a customer-service mindset; bilingual Spanish strongly preferred. Education requirements are High School Diploma/GED with 1 year of admin experience or an Associate's degree. Working conditions are stationary in an office environment with a schedule of 10am–6:30pm CST; light lifting up to 25 lbs and occasional movement within the workspace.