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Medicare Customer Service / Data Analyst
Donald W Tapert Insurance Agency —Sierra Madre, CA
- Full-time
- Spanish
- English
- Analysis skills

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Medicare Customer Service / Data Analyst
Donald W Tapert Insurance Agency —Sierra Madre, CA
Comfortable balancing customer service calls, follow-ups, and reporting tasks simultaneously. Active Health & Life Insurance License in the state of California…

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Medicare Customer Service / Data Analyst

Donald W Tapert Insurance Agency
Sierra Madre, CA

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Job Details

Full-time

Qualifications

Insurance products customer support
Medicare
Phone communication
Health insurance customer support
Performance Reporting
Managing clients in a customer support role
Client database systems
Sales management systems proficiency
Management reporting
Telephone systems
CRM system proficiency
Life & Health Insurance License
Sales automation technologies
Data analysis software

Full Job Description

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:

Provide high-quality customer service and support to Medicare beneficiaries
Analyze call data, enrollment trends, and client interactions to drive performance improvements
Maintain and track client records, call logs, and follow-up actions using CRM systems
Support agents and clients with policy details, coverage options, and issue resolution
Collaborate with leadership to provide feedback and identify process efficiencies
Generate reports and present findings related to customer behavior and business performance

Requirements:

Active Health & Life Insurance License in the state of California (CA)
1+ years of experience in Medicare or health insurance customer service
Strong analytical and Excel/reporting skills
Excellent verbal and written communication
Ability to multitask and stay organized in a fast-paced environment
Comfortable working remotely with a self-motivated mindset

Nice to Have:

Familiarity with Medicare Advantage, Part D, and Medigap policies
Experience using CRM systems like Salesforce or Zoho
Bilingual (English/Spanish) a plus

Why Join Us?

Competitive compensation
Opportunity to work with a dynamic and supportive team
Career growth within a fast-growing agency
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

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.

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customer service analyst jobs in fullerton ca

Medicare Customer Service / Data Analyst

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