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 relationships, assist with coverage changes, and deliver exceptional customer service. This role offers competitive pay, benefits, and a supportive work environment, with opportunities for growth and development.

Benefits

Medical, Dental, Vision Insurance

401(k) Matching

Paid Time Off

Parental Leave

Employee Assistance Programs

Qualifications

• At least 1 year of pre-sales or customer service experience.
• Health & Life License preferred.

Responsibilities

• Making outbound calls to assist or rewrite policies.
• Cross-selling ancillary products.
• Providing a positive, empathetic customer experience.

Skills

Customer Service

Communication

Attention to Detail

Adaptability

Education

High School Diploma

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 a great culture, benefits, and income potential in a stable environment at a Medicare agency. We empower our team to do their best work. Join us to build a rewarding career and make a meaningful impact in an inclusive environment that values your determination. Become part of our diverse team and achieve your goals!

Job Description
The Customer Success Agent (CSA) makes outbound and inbound calls to Medicare clients. The main goal is to retain our book of business by building rapport, educating clients, answering questions, and resolving issues. The CSA seeks new business opportunities and assists existing clients with coverage changes or additions. The role is fast-paced, requiring effective time management and a focus on delivering excellent customer service.

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

Key responsibilities include:

• Making outbound calls to assist or rewrite policies.
• Ensuring the completion of rewritten business.
• Answering customer questions on Medicare topics.
• Resolving payment issues.
• Navigating multiple systems during calls.
• Documenting cases in Salesforce.
• Cross-selling ancillary products.
• Identifying new sales opportunities.
• Meeting department KPIs and goals.
• Participating in team meetings and training.
• Providing a positive, empathetic customer experience.
• Performing 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 preferred.
• Passion for delivering excellent customer service.
• Adaptability to new technology.
• Strong attention to detail and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Work From Home Requirements

• Reliable high-speed internet (30+ Mbps download, 10+ Mbps upload).
• Cell phone updated within 2 years.
• HIPAA-compliant, private workspace with desktop and monitors.

Security Responsibilities

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

Benefits

• Competitive pay and benefits.
• Medical, dental, vision, and 401(k) matching.
• Life and disability insurance.
• Additional options like HSA/FSA, legal plans.
• Paid time off and holidays.
• Parental leave and volunteer days.
• Employee assistance and recognition programs.
• Diverse, inclusive culture.
• Ongoing training and support.

Application Deadline
6/9/2024

Spring Venture Group is an Equal Opportunity Employer.