Customer Success Agent

This is a fully remote position, open to applicants in Kansas, +1 more state.

📋 Description

• Conduct outbound calls to a designated segment of the agency's business portfolio to provide assistance or rewrite policies.

• Ensure the successful fulfillment of rewritten business.

• Respond to customer inquiries regarding the Medicare Supplement/Advantage range.

• Investigate and resolve payment issues for policyholders.

• Utilize multiple systems while handling consumer calls.

• Execute case management tasks in Salesforce, which includes creating, documenting, and closing cases.

• Cross-sell additional products to current clients.

• Identify and pursue new business and sales opportunities.

• Achieve departmental objectives and key performance indicators, including monthly occupancy rates.

• Participate in regular and on-demand team meetings and training sessions.

• Provide a consistent and outstanding customer experience through positive, empathetic, and professional interactions.

• Perform any other assigned duties and responsibilities.

⛳️ Requirements

• High School diploma or equivalent required.

• At least one (1) year of pre-sales or customer service experience.

• Previous experience in the Medicare health insurance sector is preferable.

• Ability to provide an exceptional customer experience.

• Willingness to adapt to new technologies.

• Strong attention to detail and precision.

• Excellent written, verbal, and interpersonal communication abilities.

• Capability to thrive in a fast-paced team setting while managing and prioritizing multiple projects under tight deadlines.

• Reliable hard-wired, high-speed internet connection with an Ethernet port.

• Required internet speed of 30+ Mbps for downloads and 10+ Mbps for uploads.

• Cell phone system that has been updated within the last two years for system access.

• Designated HIPAA-compliant workspace is necessary.

• Private and quiet work area that can accommodate a desktop computer with multiple monitors.

• Ability to focus fully on SVG responsibilities during assigned working hours.

• Adherence to security policies and standards.

• Reporting of security incidents.

• Completion of assigned training.

• Safeguarding assigned organizational assets.

🏝️ Benefits

• Starting pay of $22/hr with uncapped commission potential.

• Paid nationwide insurance licensing.

• Medical, dental, and vision benefits after a brief waiting period.

• 401(k) matching program.

• Life insurance coverage.

• Short-term and long-term disability insurance.

• Optional HSA/FSA.

• Optional AD&D coverage.

• Optional Spousal/Dependent Life Insurance.

• Optional Travel Assistance.

• Optional Legal Plan.

• Generous paid time off (PTO) program starting at 15 days in your first year.

• 15 paid holidays, including a holiday break between Christmas and New Year's.

• 10 days of Paid Parental Leave.

• 5 days of Paid Birth Recovery Leave.

• Annual Volunteer Time Off (VTO).

• Donation matching program.

• Employee Assistance Program (EAP).

• Rewards and Recognition.

• A diverse, inclusive, and welcoming culture.

• Immersive, hands-on training.

• Ongoing support and training throughout your career with Venture Spring Venture Group.

• Computer equipment provided.