Customer Success Specialist

Job Summary

Providing customer service to policyholders and medical providers, the full-time remote Customer Success Specialist 2 will manage calls and workflows related to moderately complex concerns, complaints, and policy changes.

Key responsibilities

• Handle incoming calls and chat inquiries from policyholders, medical providers, and sales agents regarding life, health, and ancillary products
• Process changes such as premium refunds and network adjustments while documenting all customer interactions accurately
• Train and mentor less experienced customer success representatives, offering coaching and support as needed

Required qualifications

• High school diploma or GED equivalence
• 1+ year of customer service or related experience
• Working knowledge of customer success principles and practices
• General knowledge of MS Office (Excel, Word, Outlook)
• Insurance industry experience is a plus