Job Details

Job Summary

We are seeking a personable, detail-oriented, and proactive Client Onboarding Associate to join our team. This is a temporary part-time 16-24 hours per week position. Temporary until 12/31/2025, with the potential to transition to a permanent role 1/1/2026. In this role, you will be the first point of contact for new Medicare clients, welcoming them to our services, verifying their information, answering initial questions, and ensuring a smooth transition into our care. Your goal is to build trust, provide clarity, and set the tone for a positive client experience.

Key Responsibilities

• Make outbound calls to newly acquired Medicare clients within a specified timeframe.
• Welcome clients and introduce them to the services and support available.
• Verify client information and update records in the CRM system.
• Answer basic questions and escalate complex inquiries to appropriate departments.
• Identify client needs and ensure they are connected with the right resources.
• Document all interactions and follow-up actions accurately.
• Maintain compliance with HIPAA and Medicare communication guidelines.
• Collaborate with internal teams to ensure seamless client onboarding.

Qualifications

• High school diploma or equivalent (Associates or Bachelors degree preferred).
• 1+ years of experience in customer service, healthcare, or insurance (Medicare experience a plus).
• Excellent verbal communication and active listening skills.
• Strong organizational skills and attention to detail.
• Comfortable working with CRM systems and call scripts.
• Empathetic, patient, and professional demeanor.
• Bilingual skills are a plus.

What We Offer

• Paid sick time
• 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.

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.

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

AI Use Disclosure: To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), 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 doesnt replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.