RRemoteville
Spring Venture Group logoSpring Venture Group

Customer Success Agent

Skills
Customer ExperienceCustomer SuccessEmerging TechnologiesHealth InsuranceInsurance IndustryInterest RatesPresales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • High school diploma or equivalent
  • At least one year of pre-sales or customer service experience
  • Experience in Medicare health insurance preferred
  • Strong attention to detail and accuracy
  • Excellent written verbal and interpersonal communication skills
  • Ability to work in a fast-paced team environment
  • Ability to manage multiple projects with strict deadlines
  • Adaptable to new technology
  • Reliable hard-wired high-speed internet connection
  • HIPAA-compliant private quiet work area
  • Ability to focus fully during work hours

Nice to have

  • Passion for customer experience
  • Empathetic
  • Professional
  • Detail-oriented
  • Adaptable
  • Team-oriented

Day to day

  • Make outbound and inbound calls to Medicare Supplement and Advantage clients to retain business and uncover new opportunities
  • Build rapport educate customers answer questions and resolve issues with a positive empathetic approach
  • Manage cases in Salesforce cross sell ancillary products and navigate multiple systems while meeting performance goals