Customer Success Specialist 2- Remote

Wellabe; Des Moines (IA); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading company is seeking a remote Customer Success Specialist 2 to provide exceptional customer service to policyholders and medical providers. The role involves responding to inquiries, processing changes, and documenting interactions. Ideal candidates will have strong communication skills and customer service experience. Join a supportive environment that offers growth opportunities and a commitment to inclusivity.

Benefits

Hybrid work options

401(k) with company match

Health insurance

Paid time off and holidays

Volunteer time off

Lifestyle Spending Account

Paternity leave

Qualifications

• 1+ year experience in customer service or related field.
• Knowledge of customer success principles and practices.

Responsibilities

• Respond to calls and inquiries regarding policies.
• Document all customer interactions thoroughly.
• Train and mentor less experienced team members.

Skills

Communication

Active listening

Attention to detail

Education

High school diploma or GED

Tools

MS Office

Job description

Join to apply for the Customer Success Specialist 2- Remote role at Wellabe.

Wellabe is seeking a remote Customer Success Specialist 2 responsible for providing customer service to policyholders and medical providers by answering calls about moderately complex concerns, complaints, and changes.

Responsibilities

1. Respond to calls, workflows, and chat inquiries from policyholders, medical providers, and sales agents regarding policies such as claims, benefits, and premiums, ensuring privacy compliance.
2. Process changes like refunds, deductible updates, co-insurance, network modifications, and policy terminations.
3. Document all customer interactions thoroughly to ensure accurate records.
4. Research systems and collaborate with internal departments to resolve complaints, escalating issues when necessary, and assist peers.
5. Support business projects through planning and execution.
6. Train and mentor less experienced team members, providing coaching and educational opportunities.

Qualifications

• High school diploma or GED.
• 1+ year experience in customer service or related field.
• Insurance industry experience is a plus.
• Knowledge of customer success principles and practices.
• Ability to meet performance metrics such as First Call Resolution and quality standards.
• Attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Active listening skills.
• Ability to maintain confidentiality and privacy according to regulations.
• Proficiency in MS Office (Excel, Word, Outlook).

Benefits

• Hybrid work options
• 401(k) with company match
• Health insurance
• Paid time off and holidays
• Volunteer time off
• Lifestyle Spending Account
• Paternity leave

Growth Opportunities & Skills Development

Access to LinkedIn Learning, coaching, workshops, insurance courses, and professional certification support, along with mentorship programs.

About Wellabe

Since 1929, Wellabe has been dedicated to helping customers protect their health and financial well-being, fostering an inclusive and growth-oriented culture. Learn more at wellabe.com/culture and wellabe.com/news/employee-spotlights.

Core Values

• Be dedicated, trustworthy, determined, collaborative, open, generous, better, and well.

Join a thriving environment that promotes inclusivity, well-being, and development.