Medicare Customer Success Agent

Job Summary

To support a growing team, the full-time Medicare Customer Success Agent will make outbound and receive inbound calls to Medicare Supplement/Advantage clients, focusing on client retention, issue resolution, and cross-selling additional coverage while working remotely.

Key responsibilities:

• Make outbound calls to assist clients and rewrite policies as needed
• Investigate and resolve payment complications for policyholders
• Cross-sell ancillary products and identify new business opportunities

Required qualifications:

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