Medicare Customer Success Agent

Job Summary

Working remotely in a full-time capacity, the Medicare Customer Success Agent will manage inbound and outbound calls to Medicare Supplement/Advantage clients, focusing on client retention, issue resolution, and identifying new business opportunities.

Key responsibilities

• Make outbound calls to assist clients and rewrite policies as needed
• Provide answers to customer inquiries regarding Medicare products and resolve payment complications
• Cross-sell ancillary products and meet department goals and key performance indicators

Required qualifications

• High School diploma or equivalent
• Minimum of one year of pre-sales or customer service experience
• Previous experience in the Medicare health insurance industry is preferred
• Ability to adapt to new technology and manage multiple projects in a fast-paced environment
• Passion for delivering exceptional customer experiences