Customer Success Agent - Remote

Overview

The Customer Success Agent (CSA) is responsible for making outbound and receiving inbound calls to Medicare Supplement/Advantage clients, focusing on retaining the book of business and delivering exceptional customer experiences.

In Short

• Make outbound calls to assist clients and manage their policies.
• Ensure fulfillment of any rewritten business.
• Provide answers to customer questions regarding Medicare.
• Investigate and resolve payment complications for policyholders.
• Navigate multiple systems while conducting calls.
• Complete case management tasks in Salesforce.
• Cross-sell ancillary products to existing clients.
• Identify new business opportunities.
• Meet department goals and performance indicators.
• Deliver exceptional customer experiences consistently.

Requirements

• High School diploma or equivalent.
• Health & Life License preferred.
• Minimum of one year of customer service experience.
• Experience in the Medicare insurance industry preferred.
• Strong attention to detail and communication skills.
• Ability to work in a fast-paced environment.
• Adaptable to new technology.
• Ability to manage multiple projects with strict deadlines.

Benefits

• Competitive compensation with uncapped commission.
• Medical, dental, and vision benefits.
• 401(k) matching program.
• Generous PTO starting at 15 days in the first year.
• 15 paid holidays each year.
• Paid parental leave and recovery leave.
• Annual volunteer time off and donation matching.
• Employee assistance program for health and well-being.
• Diverse and inclusive workplace culture.
• Ongoing training and support throughout your career.