Client Success & Operations Associate – Medicare Insurance (Growth Opportunity)

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Remote | Full-Time | Foundational Role with Career Growth About the Schmuckle Agency At the Schmuckle Agency, we believe in combining compassion with efficiency. Founded by Tyler Schmuckle, a 15-year veteran of the Medicare insurance world, our agency brings a friendly, personal touch to the complex world of senior health coverage. We primarily serve seniors across Southern California—many of whom rely on us for guidance, patience, and clarity. We’re growing fast and looking for a high-integrity, detail-oriented founding team member to help us scale. This is not just an admin job—it’s a career opportunity for someone who thrives in a startup-like environment and wants to grow into a leadership or operations role over time. ⸻ About the Role You’ll work side by side (virtually) with Tyler to ensure that everything behind the scenes runs smoothly—from scheduling calls with clients to managing our CRM and preparing paperwork. Your work will free up Tyler’s time to close deals and expand the agency—making you an essential part of our growth story. Your Day-to-Day Responsibilities Client Success & Communication • Answer inbound calls and speak directly with seniors in a warm, patient, and respectful manner. • Schedule appointments with clarity and precision. • Follow up with clients and prospects to ensure nothing falls through the cracks. • Offer reassurance, empathy, and confidence to our clients during every interaction. Operations & CRM Management • Own the RadiusBob CRM—you’ll enter and maintain accurate data, update records, and create reports. • Process Medicare applications and track important documents. • Support compliance tasks and ensure everything is properly stored and submitted. • Look for ways to streamline and improve workflows—we want your ideas. ⸻ What We’re Looking For Required • Demonstrated experience using RadiusBob or similar CRMs. • Strong administrative skills: data entry, scheduling, and email follow-up. • Excellent phone skills: calm, courteous, and confident—especially when speaking to seniors. • Dependable, self-motivated, and organized. • Comfortable working independently in a remote setting. Preferred • Medicare or senior-focused insurance experience. • Startup or fast-growing agency experience. • Someone who wants to grow into a team lead, operations manager, or client experience director in the next 12–24 months. • A systems-thinker who enjoys building order from chaos. ⸻ Why Join Us? • Career Trajectory: This is an entry point with a pathway to leadership in operations, client success, or insurance services. • Direct Mentorship: You’ll work closely with Tyler, gaining access to 15+ years of Medicare expertise. • Impactful Work: You’ll be supporting real people who depend on us to navigate a confusing healthcare system. • Startup Energy: Be part of shaping how we grow—your ideas matter here. • Remote Flexibility: Work from home with a consistent Monday–Friday schedule (9am–5pm Pacific Time). ⸻ Compensation • Competitive hourly rate based on experience. • Opportunity for performance-based commissions and bonuses. • Paid training, growth reviews, and professional development. ⸻

Keyword: Data entry

Price: $30.0

Time Management Customer Service Customer Support Communications CRM Software