Client Care Associate

Position Summary

My Senior Health Plan (MSHP) is seeking compassionate, professional, and service-oriented Client Care Associates to join our Client Services team. This role is responsible for delivering exceptional client experiences through inbound and outbound phone interactions, supporting client inquiries, conducting welcome calls for new clients, and assisting with ongoing client engagement initiatives.

The ideal candidate is an excellent communicator who enjoys helping others, is comfortable speaking with seniors and their families, and demonstrates a commitment to providing outstanding customer service. This individual will play a key role in strengthening client relationships and ensuring a positive experience throughout the client journey.

Essential Duties and Responsibilities

Client Engagement

• Conduct welcome calls to new MSHP clients to introduce services, answer questions, and ensure a smooth onboarding experience.
• Make outbound calls to clients for follow-ups, service updates, appointment reminders, surveys, and other client care initiatives.
• Receive and manage inbound phone calls from clients, caregivers, and prospective clients.
• Build positive relationships with clients through professional and empathetic communication.

Client Support

• Assist clients with general questions regarding services, processes, and available resources.
• Escalate complex issues or concerns to appropriate team members when necessary.
• Document all client interactions accurately within company systems and databases.
• Maintain confidentiality and compliance with all company policies and applicable regulations.

Administrative Support

• Update client records and maintain accurate documentation.
• Support Client Services team projects and outreach campaigns.
• Assist with scheduling, data entry, and general administrative tasks as assigned.
• Participate in team meetings, training sessions, and ongoing process improvement efforts.

Qualifications

Required

• High school diploma or GED.
• Minimum 1 year of customer service, client support, call center, healthcare, insurance, or related experience.
• Strong verbal and written communication skills.
• Comfortable making and receiving high volumes of phone calls.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage competing priorities.
• Proficiency with Microsoft Office applications and web-based systems.

Preferred

• Experience working with Medicare beneficiaries, seniors, healthcare, or insurance clients.
• Experience with customer relationship management (CRM) platforms.
• Bilingual capabilities are a plus.

Key Competencies

• Customer Service Excellence
• Empathy and Compassion
• Relationship Building
• Professional Communication
• Problem Solving
• Accountability
• Time Management
• Team Collaboration
• Adaptability

Physical Requirements

• Prolonged periods of sitting and working on a computer.
• Ability to communicate effectively by telephone and video conferencing.
• Ability to work in a fast-paced environment while maintaining professionalism and accuracy.

Why You'll Love Working Here

At My Senior Health Plan, we believe taking care of our employees is just as important as taking care of our clients.

We offer:

• Competitive hourly pay ranging from $18-$23 per hour

• Annual bonus opportunity

• Medical, dental, and vision insurance with 75% employer-paid medical premiums

• Life insurance and voluntary benefits including pet insurance, disability, accident, critical illness, and hospital indemnity coverage

• 401(k) with up to 4% company match plus annual profit sharing (3-7% of base pay)

• Paid vacation, sick time, and company holidays, including the entire week of Christmas off

• Paid parking at our beautiful La Jolla office-just steps from the beach

• Comprehensive training and ongoing professional development

• Opportunities for career growth and internal advancement

Our Core Values

Client-Centric Service
We put our clients at the center of every decision.

Integrity
We do the right thing, every time.

Positivity
We bring enthusiasm, kindness, and optimism to our work.

Growth Mindset
We embrace learning, innovation, and continuous improvement.

Join Our Team

If you're passionate about helping others, thrive in a collaborative environment, and want to build a meaningful career with a company that's making a difference, we'd love to hear from you.

Apply today and help us deliver the exceptional service our clients deserve.