WHAT YOU WILL LOVE TO DO…

• Handle all operational functions and administrative tasks of the organization
• Interface with clients, prospects & partners. 
• Provide WOW experiences to our customers through personal and engaging email, chat, and phone communications
• Manage the flow of information in a timely and accurate manner
• Track the company’s impact on the senior community through social media engagement, live and virtual events

We are currently only accepting applicants located in California.

YOU'RE THE HIGH ACHIEVER WE'RE LOOKING FOR IF…

• You are HUNGRY & EAGER to learn & grow.
• You are flexible and resilient when faced with rapid-fire demands on your attention.
• You know when to ask for help
• You are often described as caring, compassionate, and a great listener by your friends and family.
• You aren’t afraid to voice your own opinions to make something better.
• You find it easy to empathize with others during stressful times..
• You enjoy helping people and meeting their needs in creative ways.
• You are proactive, forward-thinking, and “think on your feet.”
• You have high standards for your work.
• You are a positive, highly motivated self-starter and a quick learner.
• You have a “figure it out” attitude about any new project or task you haven’t done before.
• You thrive in an organized environment and are constantly looking for ways to improve systems and processes
• 3 Rs: Responsibility, Reliability, and Resourcefulness — we are a remote team where each of us is responsible for completing our projects without being micromanaged.
• Independent & Driven - We work hard and we play hard. We have great aspirations and are driven to accomplish big goals
• Uncanny level of Integrity - we handle HIPAA-regulated information and depend on the integrity of our team to always protect the information of our clients 

• Must live in Southern California
• Bilingual Spanish is required
• Work experience in Client Relations, Operations Specialist or Administrative
• Outstanding organizational, project, and time management skills
• Attention to detail
• Strong follow-through and perseverance to achieve goals and complete tasks
• Strong familiarity with applications: Gmail, Trello, Excel, and Keap or other CRM Systems. We will provide training on our other tools
• Excellent verbal and written communications skills
• Highly customer-oriented and excellent customer service on the phone, by text, and email with clients
• Discretion and confidentiality are a MUST
• Fast Internet access is required.
• Home allocation for office space that looks professional while taking video conferences with clients
• Associate/Bachelor’s Degree preferred
• Excellent references required

Job Type: Full-Time - Virtual 

Our mission at West Compass Insurance is to positively IMPACT the lives of Medicare Recipients by providing a stress-free Medicare journey through Education, extraordinary customer service, and integrity. 

To enable this critical and audacious mission, we are searching for the next member of our A-Team. We are looking for an experienced, reliable, project and task-oriented Client Success and Operations Specialist, a vital part of the team at West Compass Insurance Solutions.

The Client Success & Operations Specialist is a key point of contact among clients and other external partners/contractors and represents the company and the president in a professional, effective, and compassionate manner at all times. 

Our Core Values

• Education
• Integrity
• Extraordinary Customer Service
• IMPACT