Customer Success Agent

Spring Venture Group

Customer Success Agent retaining Medicare Supplement/Advantage clients for Spring Venture Group, a health insurance distribution company. Handling calls, policy changes, payment issues, case management, and ancillary-product sales.

Posted 8/18/2026full-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 InsuranceSalesforce Case ManagementCommunication 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.

Hard Skills

Case ManagementPolicy RewritingCross-SellingPayment ResolutionSystem Navigation

Soft Skills

EmpathyAdaptabilityTeam CollaborationTime ManagementProblem Solving

Tools & Technologies

SalesforceHigh-Speed InternetDesktop ComputerMultiple Monitors

Industry Keywords

Medicare SupplementMedicare AdvantageHIPAA ComplianceCustomer ExperienceKey Performance Indicators

Tech Stack

Tools & technologies

Spring

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 scheduled and ad hoc team meetings and training sessions
Deliver a consistent, exceptional customer experience through a positive, empathetic, and professional approach
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
Passion and 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 Spring Venture Group responsibilities during designated work hours
Ability to operate in alignment with security policies and standards
Ability to report security incidents
Completion of assigned training
Ability to protect assigned organizational assets

Benefits

Comp & perks

Uncapped commission earnings on an increasing pay structure
Immersive, hands-on training
Paid nationwide insurance licensing
Opportunity for overtime during busier seasons
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
Training program and ongoing support throughout your Spring Venture Group career