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Customer Success Lead

Skills
Analytical SkillsBenefits ManagementBusinessCustomer ServiceCustomer SuccessCustomer SupportEmerging Technologies
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Proven experience handling complex and escalated client inquiries
  • Ability to recommend solutions and provide tailored education
  • Exceptional verbal written and presentation skills
  • Skill in building and maintaining strong relationships
  • Proficiency in data analysis and process improvement insights
  • Knowledge of CRM tools and digital communication channels
  • Strong multitasking abilities in a fast-paced environment
  • Associate's degree or four years of related professional experience
  • Prior experience in benefits management claims insurance or healthcare
  • At least 2 years of customer service or client support experience in a high-volume complex environment

Nice to have

  • Consultative
  • Proactive
  • Collaborative
  • Adaptable
  • Detail-oriented

Day to day

  • Serve as a primary contact for complex client and member issues, resolving escalations with prompt and accurate support.
  • Educate participants on plan features and account navigation so they can use benefits effectively and independently.
  • Collaborate with internal teams and customer advocates to improve processes, strengthen relationships, and maintain exceptional service.