Customer Success Agent - Remote

Overview

The Customer Success Agent (CSA) plays a crucial role in retaining clients and enhancing customer satisfaction in the Medicare health insurance sector. This position involves both outbound and inbound calls to assist clients with their insurance needs.

In Short

• Make outbound calls to assist or rewrite policies.
• Provide answers to customer questions regarding Medicare.
• Investigate and resolve payment complications.
• Manage multiple systems during calls.
• Complete case management tasks in Salesforce.
• Cross-sell ancillary products.
• Identify new business opportunities.
• Meet department goals and performance indicators.
• Deliver exceptional customer experiences.
• Participate in team meetings and training sessions.

Requirements

• High School diploma or equivalent.
• Health & Life License preferred.
• One year of customer service experience.
• Experience in the Medicare insurance industry preferred.
• Strong communication skills.
• Ability to adapt to new technology.
• Attention to detail and accuracy.
• Ability to manage multiple projects in a fast-paced environment.

Benefits

• Competitive compensation.
• Medical, dental, and vision benefits.
• 401(k) matching program.
• Life and disability insurance.
• Generous paid time off program.
• Paid parental leave.
• Volunteer time off and donation matching.
• Employee assistance program.
• Training and ongoing support.
• Diverse and inclusive culture.