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

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:

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 + 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

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

Location: La Jolla, CA (Onsite)

Why Join Us?

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 parking in La Jolla, CA.

Paid vacation, sick time, and company holidays, including the week of Christmas.

Positive work environment with room for growth.

What We’re Looking For: 

Want It: 
You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job. 

Get It: 
You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise. 

Capacity to Do It: 
You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets. 

Our Core Values: 

Client-Centric Service: Always put the client first. 

Integrity: Do the right thing, every time. 

Positivity: Bring energy and optimism to every interaction. 

Growth Mindset: Embrace learning and continuous improvement. 

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 Plan is 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.

AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and 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.