Medicare Customer Success Agent

Job Summary

Focused on retaining a book of business, the full-time Medicare Customer Success Agent will make outbound and receive inbound calls to Medicare Supplement/Advantage clients, educate them on their options, and resolve issues while working remotely.

Key responsibilities:

• Make outbound calls to assist clients and rewrite policies as needed
• Provide clear answers to customer inquiries regarding Medicare products and resolve payment complications
• Identify new business opportunities and cross-sell ancillary products to existing clients

Required qualifications:

• High School diploma or equivalent
• Minimum of one (1) year of pre-sales or customer service experience
• Previous experience in the Medicare health insurance industry is preferred
• Demonstrated passion for delivering exceptional customer experiences
• Ability to adapt to new technology and manage multiple projects in a fast-paced environment