Customer Success Agent

Spring Venture Group; Kansas City (MO); Remote; Full time

Job summary

A leading company in Medicare health insurance distribution is seeking a Customer Success Agent to manage client calls, retain business, and provide exceptional customer service. This full-time role offers competitive pay and benefits, with opportunities for growth in a supportive environment. Join a diverse team dedicated to making a meaningful impact in the insurance industry.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Paid Time Off

Parental Leave

Volunteer Days

Qualifications

• At least 1 year of pre-sales or customer service experience.
• Health & Life License preferred.
• Experience in Medicare insurance industry preferred.

Responsibilities

• Make outbound calls to assist or rewrite policies for assigned clients.
• Investigate and resolve payment issues.
• Cross-sell ancillary products.

Skills

Customer Service

Communication

Attention to Detail

Adaptability

Education

High School diploma or equivalent

Tools

Salesforce

Job description

Company Description

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.

Spring Venture Group offers an incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on people's lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

Job Description

The Customer Success Agent (CSA) is responsible for making outbound and receiving inbound calls to Medicare Supplement/Advantage clients. The primary focus is to retain our book of business. The role requires building rapport, educating clients, answering questions clearly, and focusing on issue resolution. The CSA must also seek and deliver new business opportunities, work with existing clients to modify coverage, and add new coverage as needed. This is a fast-paced position requiring effective time management and a focus on delivering an exceptional customer experience.

• Starting pay is $23/hr + uncapped commission. Target compensation is $52,500.
• Paid immersive training begins July 14th.
• Hours are full-time, Monday - Friday, 8 am - 5 pm CST, with potential OT during busy seasons.
• Paid nationwide insurance licensing.

Essential Duties

• Make outbound calls to assist or rewrite policies for assigned clients.
• Ensure the fulfillment of rewritten business.
• Answer customer questions on Medicare Supplement/Advantage topics.
• Investigate and resolve payment issues.
• Navigate multiple systems during calls.
• Complete case management tasks in Salesforce.
• Cross-sell ancillary products.
• Identify and pursue new business opportunities.
• Meet department KPIs, including occupancy rates.
• Participate in team meetings and training.
• Provide a positive, empathetic, professional customer experience.
• Perform other duties as assigned.

Qualifications

• High School diploma or equivalent.
• Health & Life License preferred.
• At least 1 year of pre-sales or customer service experience.
• Experience in Medicare insurance industry preferred.
• Passion for delivering excellent customer service.
• Adaptability to new technology.
• Strong attention to detail and communication skills.
• Ability to work in a fast-paced environment managing multiple projects.

Work From Home Requirements

• Reliable wired high-speed internet (30+ Mbps download, 10+ Mbps upload).
• Updated cell phone system.
• HIPAA-compliant, private workspace.

Security Responsibilities

• Follow policies and standards.
• Report security incidents.
• Complete assigned training.
• Protect organizational assets.

Benefits

• Competitive pay and benefits, including medical, dental, vision.
• 401(k) match, life, disability insurance.
• Paid time off, holidays, parental leave, volunteer days.
• Employee assistance, rewards, inclusive culture.
• Ongoing training and support.

Additional Information

The application window closes on 6/9/2024. This posting may be updated if the role is filled or deadline extended.

Spring Venture Group is an Equal Opportunity Employer.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Industry: Insurance