Description:
Job Title: Medicare Customer Service/Data Analyst
Company: Tapert Insurance Agency
Location: In-Office (Sierra Madre, CA)
Job Type: Full-Time
About Us:
Tapert Insurance Agency is a leader in Medicare plan enrollment and service, dedicated to providing exceptional support and guidance to our clients. We're seeking a detail-oriented and licensed professional to join our growing team as a Medicare Customer Service/Data Analyst.
Key Responsibilities:
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Provide high-quality customer service and support to Medicare beneficiaries
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Analyze call data, enrollment trends, and client interactions to drive performance improvements
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Maintain and track client records, call logs, and follow-up actions using CRM systems
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Support agents and clients with policy details, coverage options, and issue resolution
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Collaborate with leadership to provide feedback and identify process efficiencies
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Generate reports and present findings related to customer behavior and business performance
Requirements:
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Active Health & Life Insurance License in the state of California (CA)
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1+ years of experience in Medicare or health insurance customer service
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Strong analytical and Excel/reporting skills
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Excellent verbal and written communication
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Ability to multitask and stay organized in a fast-paced environment
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Comfortable working remotely with a self-motivated mindset
Nice to Have:
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Familiarity with Medicare Advantage, Part D, and Medigap policies
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Experience using CRM systems like Salesforce or Zoho
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Bilingual (English/Spanish) a plus
Why Join Us?
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Competitive compensation
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Opportunity to work with a dynamic and supportive team
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Career growth within a fast-growing agency
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Make a real impact in the lives of Medicare beneficiaries
To Apply: Please attach your resume and CA license information to the application.
Requirements:
Job Requirements – Medicare Customer Service/Data Analyst
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Active Health & Life Insurance License in the State of California
- This is a mandatory requirement for this role.
- Customer Service Experience
- Minimum 1 year of experience in a customer-facing role within the Medicare or health insurance industry.
- Data Analysis Skills
- Proficiency in Microsoft Excel, Google Sheets, or other data tools.
- Ability to interpret trends, generate reports, and provide actionable insights based on client and agent performance data.
- Strong Communication Skills
- Excellent verbal and written communication skills.
- Ability to explain complex Medicare information in a clear and helpful manner.
- Tech-Savvy & Organized
- Comfortable using CRM systems, phone systems, and call tracking software.
- Highly organized with great attention to detail.
- Remote Work Capability
- Must have a reliable internet connection and a distraction-free work environment.
- Self-starter who can stay productive and meet deadlines independently.
- Problem Solving & Critical Thinking
- Ability to handle client concerns with professionalism and provide accurate resolutions.
- Demonstrates sound judgment when handling sensitive client data and Medicare-related decisions.
- Time Management & Multitasking
- Comfortable balancing customer service calls, follow-ups, and reporting tasks simultaneously.
