Medicare Joe ®
Join to apply for the
Client Success Coordinator
role at
Medicare Joe ®
Base pay range $21.00/hr - $23.00/hr
Schedule:
Monday–Friday, 8:15 AM–5:30 PM (Weekends and major holidays off)
Who We’re Looking For We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Success Team, you’ll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.
We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role—not someone just looking to clock in and out. If you’re ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.
Position Summary As a
Client Success Coordinator
at
Medicare Joe ® , you’ll be the first point of contact for our clients—providing high-quality service and support as they navigate their Medicare coverage. You’ll begin as a
Customer Success Trainee , mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you’ll advance into the Advisor role where you’ll handle more complex service needs and provide internal support to our sales team.
This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.
We Provide:
Hands‑on training and development for the Medicare space
Clear promotion track from Trainee to Advisor within 60–90 days
Structured support from managers and senior team members
Opportunities for long‑term growth in operations, licensing, or leadership
A professional yet fun and collaborative work environment
Performance Objectives
Learn and apply basic Medicare knowledge
Complete our 60‑day onboarding and training curriculum
Handle 20–40 calls and texts/day with professionalism
Complete 20–30 daily client service tasks and follow‑ups
Answer Medicare‑related questions with confidence and clarity
Support agents by prepping clients for transfers and resolving escalated issues
Handle claim and carrier concerns with efficiency and ownership
Use internal systems (CRM, GHL) to manage all client documentation
Take full ownership of your customer interactions and tasks by end of day
Collaborate with leadership to resolve client issues
Participate in feedback sessions and ongoing coaching
Professional, friendly communication—both written and verbal
Organized and efficient with daily task management
Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
Strong problem‑solving skills and ability to take initiative
li>Willingness to learn and grow through coaching Ability to manage high volume and multitask under pressure
Detail‑oriented and accurate with documentation
Team player with a positive attitude
Committed to delivering a high standard of service
Education & Experience
1+ year in customer service, admin, or healthcare support roles
Experience with CRM tools or inbound call handling is a plus
Must be comfortable working in a fast‑paced, collaborative office
Physical Requirements
Prolonged periods sitting at a desk, using a computer and phone
Must be able to communicate clearly over the phone and in person
Onsite presence required in our Lincoln, RI office (this is not a remote role)
401(k) with company match
Paid vacation time (2 weeks after 3 months of employment)
Paid holidays
Paid continuing education for compliance and licensing
Company and individual performance incentives
Education:
Bachelor's (Required)
Experience:
Customer service: 1 year (Required)
sales: 1 year (Required)
Referrals increase your chances of interviewing at Medicare Joe ® by 2x
#J-18808-Ljbffr
Client Success Coordinator
role at
Medicare Joe ®
Base pay range $21.00/hr - $23.00/hr
Schedule:
Monday–Friday, 8:15 AM–5:30 PM (Weekends and major holidays off)
Who We’re Looking For We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Success Team, you’ll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.
We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role—not someone just looking to clock in and out. If you’re ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.
Position Summary As a
Client Success Coordinator
at
Medicare Joe ® , you’ll be the first point of contact for our clients—providing high-quality service and support as they navigate their Medicare coverage. You’ll begin as a
Customer Success Trainee , mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you’ll advance into the Advisor role where you’ll handle more complex service needs and provide internal support to our sales team.
This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.
We Provide:
Hands‑on training and development for the Medicare space
Clear promotion track from Trainee to Advisor within 60–90 days
Structured support from managers and senior team members
Opportunities for long‑term growth in operations, licensing, or leadership
A professional yet fun and collaborative work environment
Performance Objectives
Learn and apply basic Medicare knowledge
Complete our 60‑day onboarding and training curriculum
Handle 20–40 calls and texts/day with professionalism
Complete 20–30 daily client service tasks and follow‑ups
Answer Medicare‑related questions with confidence and clarity
Support agents by prepping clients for transfers and resolving escalated issues
Handle claim and carrier concerns with efficiency and ownership
Use internal systems (CRM, GHL) to manage all client documentation
Take full ownership of your customer interactions and tasks by end of day
Collaborate with leadership to resolve client issues
Participate in feedback sessions and ongoing coaching
Professional, friendly communication—both written and verbal
Organized and efficient with daily task management
Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
Strong problem‑solving skills and ability to take initiative
li>Willingness to learn and grow through coaching Ability to manage high volume and multitask under pressure
Detail‑oriented and accurate with documentation
Team player with a positive attitude
Committed to delivering a high standard of service
Education & Experience
1+ year in customer service, admin, or healthcare support roles
Experience with CRM tools or inbound call handling is a plus
Must be comfortable working in a fast‑paced, collaborative office
Physical Requirements
Prolonged periods sitting at a desk, using a computer and phone
Must be able to communicate clearly over the phone and in person
Onsite presence required in our Lincoln, RI office (this is not a remote role)
401(k) with company match
Paid vacation time (2 weeks after 3 months of employment)
Paid holidays
Paid continuing education for compliance and licensing
Company and individual performance incentives
Education:
Bachelor's (Required)
Experience:
Customer service: 1 year (Required)
sales: 1 year (Required)
Referrals increase your chances of interviewing at Medicare Joe ® by 2x
#J-18808-Ljbffr