Customer Success Agent

Spring Venture Group

Customer Success Agent retaining Medicare Supplement/Advantage clients for a Medicare insurance distributor. Handling calls, policy changes, payment issues, Salesforce cases, and ancillary-product sales.

Posted 8/13/2026full-timeRemote • Kansas, Montana • 🇺🇸 United StatesJunior💰 $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and sales within the Medicare health insurance industry, with a strong focus on delivering exceptional customer experiences and managing case documentation in Salesforce. Proficient in navigating multiple systems and adapting to new technologies while maintaining attention to detail and accuracy.

Highest-signal resume keywords

Customer Service ExperienceMedicare Health Insurance KnowledgeSalesforce Case ManagementStrong Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

EmpathyAdaptabilityTeam CollaborationTime Management

Tools & Technologies

SalesforceMultiple MonitorsHigh-Speed Internet

Industry Keywords

Medicare SupplementMedicare AdvantagePolicy RewritingCross-SellingCase Management

About the role

Key responsibilities & impact

Make outbound calls to an assigned portion of the agency book of business to offer assistance or rewrite policies
Ensure fulfillment of rewritten business
Answer customer questions across the Medicare Supplement/Advantage spectrum
Investigate and resolve payment complications for policyholders
Navigate multiple systems while conducting consumer calls
Complete case management tasks in Salesforce, including creating, documenting, and closing cases
Cross-sell ancillary products to existing clients
Identify and engage in new business and selling opportunities
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, exceptional customer experience through positive, empathetic, and professional interactions
Perform other assigned duties and responsibilities

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
Ability to deliver an exceptional customer experience
Adaptability to new technology
Strong attention to detail and accuracy
Excellent written, verbal, and interpersonal communication skills
Ability to work in a fast-paced team environment while managing and prioritizing multiple projects with strict deadlines
Reliable hard-wired, high-speed internet connection with an Ethernet port
Required internet speed of 30+ Mbps download and 10+ Mbps upload
Cell phone system updated within the last two years for system access
Designated HIPAA-compliant workplace
Private, quiet work area accommodating a desktop computer with multiple monitors
Ability to focus 100% on SVG responsibilities during designated work hours
Operating in alignment with security policies and standards
Reporting security incidents
Completing assigned training
Protecting assigned organizational assets

Benefits

Comp & perks

Starting pay of $22/hr plus uncapped commission earnings
Paid nationwide insurance licensing
Medical, dental and vision benefits after a short waiting period
401(k) matching program
Life Insurance
Short-term and Long-term Disability Insurance
Optional HSA/FSA
Optional AD&D
Optional Spousal/Dependent Life Insurance
Optional Travel Assist
Optional Legal Plan
Generous paid time off (PTO) program starting at 15 days your first year
15 paid Holidays, including holiday break between Christmas and New Year's
10 days of Paid Parental Leave
5 days of Paid Birth Recovery Leave
Annual Volunteer Time Off (VTO)
Donation matching program
Employee Assistance Program (EAP)
Rewards and Recognition
Diverse, inclusive and welcoming culture
Immersive, hands-on training
Training program and ongoing support throughout your Venture Spring Venture Group career
Computer equipment provided