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Customer Success Representative
Job
Linque Resouring, LLC
La Marque, TX (In Person)
$46,800 Salary, Full-Time
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Job Description
Job Summary We are seeking a dynamic and proactive Customer Success Representative to support our client in the Medicare and health benefits industry. In this role, you will serve as the primary connection between our client and their customers, ensuring they receive exceptional service. Your communication skills and industry knowledge will help strengthen customer relationships and contribute to the continued growth of the organization. If you have a background in health benefits administration or Medicare and enjoy helping customers navigate their options with confidence, this role is an excellent fit. Responsibilities Respond promptly to incoming calls, texts/chat, and emails Maintain accurate data and client interactions in the client relationship management database Use Microsoft 365 Office Suite - Word, Excel, Outlook, and PowerPoint) for documentation and communication Use ChatGPT, Co-Pilot, Gemini, Google Docs, Google Sheets, Zoom, Loom, Canva for coordination and communication Email management and triage Schedule and manage appointments efficiently Case management/application & commission tracking to assist clients through policy applications and claims Provide outstanding customer service to ensure client satisfaction and retention, responding to client service inquiries and following up as needed Maintain organizational processes to streamline client interactions and follow through Experience Proven experience in customer service required; experience in outside sales or retail sales is a plus Prior experience in Medicare strongly preferred Experience in healthcare insurance and benefits administration Insurance case management experience preferred Excellent communication skills with the ability to convey complex information clearly and persuasively. Demonstrated ability to analyze data effectively to inform decision making and improve customer outcomes Strong data entry and computer skills required Proficiency in Microsoft Office Suite (Word, Excel, Outlook) - (60+ WPM) required Excellent organizational, scheduling, and email management skills Ability to handle multiple tasks and meet deadlines in a fast-paced environment independently Willing to learn what is needed to advance the company and assist the clients