Customer Success Agent

Spring Venture Group; Kansas City (MO); Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Success Agent to enhance client relationships and ensure satisfaction. This fast-paced role focuses on retaining clients through exceptional service, while also identifying new business opportunities. The ideal candidate will thrive in a dynamic environment, managing multiple tasks with precision and care. With a focus on delivering a positive customer experience, this position offers a competitive compensation package and a supportive work culture. Join a team that values your contributions and fosters growth in the Medicare health insurance sector.

Benefits

Medical, Dental, and Vision Benefits

401(k) Matching Program

Generous Paid Time Off

Employee Assistance Program

Training Program

Rewards and Recognition

Diverse and Inclusive Culture

Qualifications

• Minimum of one year in customer service or pre-sales experience.
• Must demonstrate a passion for delivering exceptional customer experiences.

Responsibilities

• Make outbound calls to assist clients and rewrite policies.
• Investigate and resolve payment complications for policy holders.

Skills

Customer Service

Communication Skills

Time Management

Problem-Solving

Sales Skills

Education

High School Diploma

Health & Life License

Tools

Salesforce

Computer Equipment

Job description

Job Description

The Customer Success Agent (CSA) is responsible for making outbound and receiving inbound calls to Medicare Supplement/Advantage clients. The primary focus of the position is to retain our book of business. Hence, the role requires the ability to build rapport, educate our clientele, answer questions clearly, and focus on issue resolution. The CSA also must be able to seek and deliver on new business opportunities as well as work with our existing clients to make changes to their coverage or add additional coverage to their current portfolio. This position is fast paced, requires effective time management, and must focus on delivering an exceptional customer experience.

The essential duties for this role include, but are not limited to:

• Make outbound calls to an assigned portion of the agency book of business in order to offer assistance or to rewrite the policy.
• Ensure the fulfillment of any rewritten business.
• Provide answers to customer questions that cover a range of topics in the Medicare Supplement/Advantage spectrum.
• Investigate and resolve any payment complications for policy holders.
• Simultaneously navigate multiple systems while conducting consumer calls.
• Complete case management tasks (i.e., create, document, close, etc.) in Salesforce.
• Cross sell ancillary products to existing clients.
• Identify and engage in new business and selling opportunities as they become available.
• Meet department goals and key performance indicators, including monthly occupancy rates.
• Attend and contribute to regularly scheduled and ad-hoc team meetings and training sessions.
• Deliver a consistent and exceptional customer experience by maintaining a positive, empathetic, and professional attitude toward customers at all times.
• Perform other duties and responsibilities as assigned.

Qualifications:
Qualifications

• High School diploma or equivalent
• Health & Life License preferred
• Minimum of one (1) year pre-sales or customer service experience
• Previous experience working in the Medicare health insurance industry, preferred
• Must demonstrate a passion and the ability to deliver an exceptional customer experience
• Adaptable to new technology
• Strong attention to detail and accuracy with excellent written, verbal, and interpersonal communication skills
• Ability to work in a fast-paced team environment while simultaneously managing and prioritizing multiple projects with strict deadlines.

Work from home requirements:

• Existing reliable hard-wired, high speed internet connection with ethernet port
  • Required internet speed: 30+ mbps download, 10+ mbps upload speeds
  • Recommended: 100+ mbps download, 25+ mbps upload speeds
• Cell phone system updated within the last two years for system access
• Designated workplace that is HIPAA compliant
  • Private, quiet work area that can accommodate a desktop computer with multiple monitors (computer equipment will be provided)
  • Ability to focus 100% on SVG responsibilities during designated work hours

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Security Responsibilities:

• Operating in alignment with policies and standards
• Reporting Security Incidents
• Completing assigned training
• Protecting assigned organizational assets

Additional Information

Compensation:

$23/hr + Commission

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive Compensation
• Medical, Dental and vision benefits after a short waiting period
• 401(k) matching program
• Life Insurance, and Short-term and Long-term Disability Insurance
• Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
• Generous paid time off (PTO) program starting off at 15 days your first year
• 15 paid Holidays (includes holiday break between Christmas and New Years)
• 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
• Annual Volunteer Time Off (VTO) and a donation matching program
• Employee Assistance Program (EAP) - health and well-being on and off the job
• Rewards and Recognition
• Diverse, inclusive and welcoming culture
• Training program and ongoing support throughout your Venture Spring Venture Group career

Estimated Job Posting End Date:

6/9/2024

*This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Spring Venture Group is an Equal Opportunity Employer

Spring Venture Group is an Equal Opportunity Employer