Job Summary
We are a local, independent Medicare and health insurance agency seeking a reliable, compassionate, and detail-oriented Customer Service Representative to join us for our fast-paced office during our busiest season.
The ideal candidate will work closely with our sales team and clients primarily seniors 65+ to support insurance processes, manage administrative tasks, and provide outstanding customer service. This position requires excellent communication skills, strong attention to detail, and the ability to prioritize and multitask in a fast-paced environment.
Position Details
- Temporary, full-time, in-person position
- Location: St. Louis Park, MN
- Schedule: Monday–Friday, 8:30 a.m. – 5:00 p.m.
- Employment Dates: Mid-September through December 18th
Availability Requirement
This is our busiest time of year due to the Medicare Annual Enrollment Period, and consistent attendance is essential to supporting our clients. Applicants must be available to work their scheduled hours throughout the temporary assignment.
Duties
Client Communication & Scheduling:
- Answer inbound and make outbound phone calls to clients and prospects
- Identify caller needs and either assist directly, transfer appropriately, or escalate issues to appropriate personal
- Schedule and confirm client appointments; prepare intake forms and required documentation
- Follow up on client issues with empathy and accuracy
Database & Document Management
- Create and maintain client profiles in Salesforce Database and other systems
- Update records with accurate call logs, address changes, and policy updates
- Ensure all client interactions are documented and up to date
Administrative & Office Support
- Handle filing, mailing, scanning, and general clerical duties
- Support the sales team with appointment confirmations and client outreach
- Provide backup administrative support as needed
- Maintain professionalism, confidentiality, and a high level of service always
Qualifications
- 1 years of administrative, office support, or customer service experience
- Strong phone and interpersonal skills, especially with senior clients
- Proficiency in Microsoft Office 365 (Outlook, Word, Excel)
- Experience using Salesforce or other CRM systems
- Ability to multitask in a high-volume, fast-paced environment
- High level of empathy, patience, and attention to detail
- Strong organizational and follow-up skills
- Ability to work both independently and collaboratively
- Must pass a background check
What We Offer:
- A supportive, mission-driven team environment
- Opportunity to positively impact the lives of seniors
- On-the-job training
- Opportunity to re-apply for Fall 2027
Pay: $25.00 - $30.00 per hour
Experience:
- Administrative: 1 year (Preferred)
Ability to Commute:
- Saint Louis Park, MN 55416 (Required)
Work Location: In person
