Customer Success Agent

Spring Venture Group

Customer Success Agent making calls to Medicare clients to retain business and provide assistance. Fast-paced role requiring excellent customer service skills and ability to manage multiple tasks.

Posted 7/29/2026full-timeRemote • Kansas, Montana • 🇺🇸 United StatesJunior💰 $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and pre-sales within the Medicare health insurance industry, with a strong focus on delivering exceptional customer experiences and managing multiple tasks efficiently in a fast-paced environment.

Highest-signal resume keywords

Customer Service ExperienceMedicare Health Insurance KnowledgeSalesforce Case ManagementAttention to DetailEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Case ManagementPolicy RewritingCross-SellingPayment ResolutionOutbound Calling

Soft Skills

EmpathyAdaptabilityTeam CollaborationTime ManagementPositive Attitude

Tools & Technologies

Salesforce

Industry Keywords

Medicare SupplementMedicare AdvantageCustomer ExperienceKey Performance IndicatorsOccupancy Rates

About the role

Key responsibilities & impact

Make outbound calls to an assigned portion of the agency book of business in order to offer assistance or to rewrite the policy.
Ensure the fulfillment of any rewritten business.
Provide answers to customer questions that cover a range of topics in the Medicare Supplement/Advantage spectrum.
Investigate and resolve any payment complications for policyholders.
Simultaneously navigate multiple systems while conducting consumer calls.
Complete case management tasks (i.e., create, document, close, etc.) in Salesforce.
Cross-sell ancillary products to existing clients.
Identify and engage in new business and selling opportunities as they become available.
Meet department goals and key performance indicators, including monthly occupancy rates.
Attend and contribute to regularly scheduled and ad hoc team meetings and training sessions.
Deliver a consistent and exceptional customer experience by maintaining a positive, empathetic, and professional attitude toward customers at all times.
Perform other duties and responsibilities as assigned.

Requirements

What you’ll need

High School diploma or equivalent
Minimum of one (1) year pre-sales or customer service experience
Previous experience working in the Medicare health insurance industry, preferred
Must demonstrate a passion and the ability to deliver an exceptional customer experience
Adaptable to new technology
Strong attention to detail and accuracy with excellent written, verbal, and interpersonal communication skills
Ability to work in a fast-paced team environment while simultaneously managing and prioritizing multiple projects with strict deadlines.

Benefits

Comp & perks

Competitive Compensation
Medical, Dental and vision benefits after a short waiting period
401(k) matching program
Life Insurance, and Short-term and Long-term Disability Insurance
Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
Generous paid time off (PTO) program starting at 15 days your first year
15 paid Holidays (includes holiday break between Christmas and New Year's)
10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
Annual Volunteer Time Off (VTO) and a donation matching program
Employee Assistance Program (EAP) - health and well-being on and off the job
Rewards and Recognition