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Client Success Specialist/medicare Health Insurance

2 months ago


Madison, United States All Things MedicareWasky Group Full time

**Join our team as a Client Success Specialist in Health Insurance for Seniors**

Are you passionate about helping others navigate the complexities of health insurance?

Do you enjoy finding solutions for your client’s issues and advocating for them?

Are you seeking a supportive environment with opportunities for income and career growth?

If so, we'd like to speak with you.

**Key Responsibilities**:

- Provide exceptional client service.
- Educate clients on current coverage and options to improve benefits.
- Improve office efficiency, organize procedures, and manage client leads program.
- Prepare Marketing/Client Communications (newsletters, client messages).
- Process and track client enrollments.

**Requirements & Skills**:

- Passion for supporting clients through strong focus and relentless follow up
- Well-organized, detail-oriented, self-motivated.
- Empathy, patience, strong attention to detail.
- Ability to multitask and prioritize in a high-volume environment.
- Strong computer, program management, and decision-making skills (proficiency using Microsoft Office tools, CRM)

**Not Required but beneficial**:

- Experience in health insurance industry.
- Health insurance license.
- Experience managing daily office activities to improve team efficiency

**Additional Benefits**:

- Performance bonus opportunities.
- Flexible schedule.

**Company Culture**:

- Detail-oriented -- quality and precision-focused.
- Team-oriented - cooperative, collaborative and fun
- People-oriented - supportive, fairness-focused.

**Work environment**:

- Positive atmosphere where we work hard to support our clients and strive to improve their retirement health benefits.
- Flexible, supportive, and hold each other accountable.
- Driven to be the best but take time to celebrate our accomplishments.

**Working days**:

- Monday - Friday
- Flexible schedule as long as the work gets done

**Job Types**: Full-time, Part-time, Contract

Pay: $18.00 - $26.00 per hour

Expected hours: 20 - 40 per week

**Benefits**:

- Flexible schedule
- Paid time off
- Referral program

Compensation package:

- Bonus opportunities

Schedule:

- Day shift
- Monday to Friday

Work Location: In person


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