Customer Success Agent - Remote

Overview

The Customer Success Agent is responsible for member retention through active engagement with high-risk members, providing guidance and solutions to ensure a positive member experience in navigating healthcare.

In Short

• Engage with high-risk members to retain them.
• Provide guidance on plan benefits and resolve issues.
• Work cross-functionally with care teams and sales agents.
• Deliver professionalism and empathy in interactions.
• Educate members on complex healthcare decisions.
• Contribute feedback for outreach initiatives.
• Flexible schedule including nights and weekends.
• Training provided for the first 6 weeks.
• Must have a health insurance license for your state.
• Remote position with occasional travel for training.

Requirements

• Active health insurance license.
• 2+ years experience in a virtual environment.
• 2+ years Medicare customer service or sales experience.
• Ability to explain Medicare benefits.
• Prior call center experience preferred.
• Experience with Salesforce CRM is a plus.
• Collaboration skills to resolve member issues.
• Proficiency in additional languages is a plus.
• Bachelor’s Degree preferred.

Benefits

• Base salary with a competitive commission structure.
• Medical, Dental, and Vision insurance.
• Paid time off (PTO) and paid holidays.
• 401(k) retirement savings plan.
• Tuition reimbursement for qualifying dependents.
• Opportunities for personal wellness and smart healthcare decisions.
• Short-term and long-term disability insurance.
• Life insurance and many other benefits.