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 book of business to provide assistance or modify policies.

• Ensure the completion of rewritten business transactions.

• Address customer inquiries related to Medicare Supplement and Advantage plans.

• Investigate and resolve payment issues for policyholders.

• Utilize multiple systems while handling consumer calls.

• Execute case management tasks in Salesforce, including the creation, documentation, and closure of cases.

• Promote ancillary products to existing clients through cross-selling.

• Identify and pursue new business and sales opportunities.

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

• Participate in scheduled and impromptu team meetings and training sessions, contributing actively.

• Provide a consistently exceptional customer experience through a positive, empathetic, and professional demeanor.

• Perform additional assigned duties and responsibilities as required.

⛳️ Requirements

• High School diploma or equivalent qualification.

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

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

• A strong passion and capability to deliver an outstanding customer experience.

• Flexibility to adapt to new technologies.

• Keen attention to detail and accuracy.

• Excellent written, verbal, and interpersonal communication abilities.

• Capacity to thrive in a fast-paced team environment while managing and prioritizing multiple projects with tight deadlines.

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

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

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

• Designated workspace compliant with HIPAA regulations.

• A private, quiet work area suitable for a desktop computer with multiple monitors.

• Ability to focus entirely on Spring Venture Group responsibilities during scheduled work hours.

• Capability to operate in accordance with security policies and standards.

• Ability to report security incidents as necessary.

• Completion of assigned training programs.

• Ability to safeguard assigned organizational assets.

🏝️ Benefits

• Uncapped commission earnings with a progressive pay structure.

• Engaging, hands-on training experience.

• Paid licensing for nationwide insurance.

• Opportunities for overtime during peak seasons.

• Medical, dental, and vision benefits following a short waiting period.

• 401(k) matching program available.

• Life insurance coverage.

• Short-term and long-term disability insurance options.

• Optional Health Savings Account (HSA) or Flexible Spending Account (FSA).

• Optional Accidental Death and Dismemberment (AD&D) insurance.

• Optional spousal/dependent life insurance plans.

• Optional travel assistance services.

• Optional legal plan offerings.

• Generous paid time off (PTO) program beginning with 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 available.

• Employee Assistance Program (EAP) offered.

• Rewards and recognition initiatives.

• A diverse, inclusive, and welcoming workplace culture.

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