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

Job Description

Job Description

Salary: $41,600-49,600/yr

We're Hiring: Client Advocate

Location:La Jolla, CA (Onsite)
Schedule:Full-Time | MondayFriday | 8:30am-5:15pm PST

Are you passionate about helping others and thriving in a fast-paced, team-oriented environment?My Senior Health Planis looking for a detail-driven, client-focusedClient Advocateto 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 Youll Be Doing:

As aClient Advocate, youll 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:

• 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

What You Bring to the Table:

• High School Diploma/GED + 3 years of admin experience, or Bachelors Degree + 2 years
• Fluent in both English and 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

Working Conditions:

• Office-based role with standard equipment
• May involve sitting or standing for extended periods
• Occasionally lifting up to 25 lbs
• Fast-paced environment with occasional extended hours to meet goals

What We Offer:

• Competitive compensation based on experience
• Health, Dental, Vision, and Life Insurance (70% employer-paid!)
• 401(k) with match + profit-sharing
• Paid parking in La Jolla, CA
• Paid vacation, sick time, and holidays, including the week of Christmas off with pay
• A supportive, growth-oriented work culture

Ready to make a difference?Apply today and become part of a team that values compassion, excellence, and opportunity.

Note: Employment is contingent upon passing a pre-employment drug test and background check. We participate in E-Verify.

My Senior Health Planis 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.