Customer Success Agent

Required Qualifications

• Active resident Health insurance license for your state of residence (based on the resident state’s Department of Insurance requirements)
• Flexibility – Ability to work a flexible schedule, including overtime, nights and weekends as needed to meet business demands (see additional details below under Work At Home Requirements)
• 2+ years of experience working in a virtual environment
• 2+ years professional experience in navigating multiple computer tools/systems/screens
• 2+ years of experience in Medicare customer service experience or Medicare sales (virtual/telephonic preferred)
• Demonstrated ability to understand and explain Medicare benefits and address the unique needs of Medicare and dual-eligible members
• Bilingual in English/Spanish a PLUS (Must be able to speak, read and write in both languages without limitations or assistance. See Additional Information on testing)
• Bachelor’s degree
• Prior call center experience
• Prior success in Medicare Product Sales or member retention roles
• Prior Sales (any industry) experience
• Experience navigating Salesforce CRM or similar customer relationship management systems
• Proven ability to collaborate cross-functionally to resolve complex member issues