Customer Success Associate - Remote

Overview

The Customer Success Associate will provide essential support to brokers and administrators by addressing administrative needs, resolving complaints, and ensuring compliance with regulations.

In Short

• Provide accurate assistance to support administrative needs of Brokers and Admins across phone and email.
• Assist with the onboarding and system needs for new and renewing plans.
• Address and resolve complaints, such as billing discrepancies.
• Manage and track issues, providing updates on progress.
• Maintain detailed records of client interactions and resolutions.
• Educate brokers on compliance requirements.
• Help brokers navigate online portals and resolve technical issues.
• Ensure compliance with HIPAA policies.
• Collaborate with various departments to resolve customer issues.
• Meet or exceed performance metrics.

Requirements

• 2 years+ of experience in support roles.
• Strong time management and organizational skills.
• Experience in health insurance preferred.
• Comfortable with remote work and modern web applications.
• Bilingual in Spanish and English is a plus.
• Ability to handle stressful situations with patience.
• Adaptable to changing policies and technology.
• Outstanding communication skills.
• Unparalleled attention to detail.
• Mission-driven with a focus on healthcare improvement.

Benefits

• Fully remote company with a distributed team.
• Flexible vacation policy.
• 100% company-paid medical, dental, and vision insurance.
• 401(k) with company match.
• Paid parental leave.
• Short and long-term disability insurance.
• Competitive stock options for all employees.
• Transparent compensation and career development programs.
• Paid one-month sabbatical after 5 years.
• Home office setup stipends and ongoing learning budget.