Posted 3 months ago
Customer Success Representative
AI Summary
A Customer Success Representative leads, monitors, and supervises client organizations and employees on health benefits solutions, supports annual renewals, and assists cross-functional accounts.
About this role
We are Remodel Health, the health benefits platform that revolutionizes health benefits to resource organizations with missions that matter. Our platform shifts organizations from traditional, one-size-fits-all health insurance plans to an individualized health insurance experience for each employee and their family.
We were founded on faith-based principles, and have a heart to serve all organizations, from small to large to enterprise. Historically, our core customer pipeline has consisted of churches, K-12 private schools, Christian higher education, and faith-based nonprofits. In recent years, we have grown to serve largely for-profit organizations of all sizes.
Our team is collaborative, intentional, and prioritized. We care deeply for our customers and passionately believe there is a better way for employees to receive health benefits from their organization. Learn more about who we are here!
We are looking for a highly driven, team-oriented self-starter to join our growing Customer Success team! This role requires someone who is extremely organized, hardworking, an excellent communicator, and technically savvy. The ideal candidate would enjoy serving others and problem solving on a daily basis.
If this sounds like you, explore the job specifics below:
Responsibilities
- Lead, monitor, and supervise organizations and their respective employees with execution of healthcare solutions.
- Assist with annual renewal applications during the open enrollment period.
- Support annual renewal production goals.
- Assist and support colleagues with new and existing client needs.
- Learn, embrace and utilize technology solutions.
- Maintain a positive attitude and contributes to a harmonious and cooperative spirit within the organization.
- Identify opportunities to cross-sell new/renewal accounts alongside other departments.
- Perform special projects at management's request.
- All other duties as assigned.
Qualifications
- 3-5 years of customer service experience with larger accounts
- Project management experience
- Process development
Education & Experience
- Bachelor's Degree required
- Health & Life License preferred
- Health Insurance experience preferred
Benefits
- Full health benefits offering, including life, long-term disability, dental, and vision
- Generous PTO
- 401(k) match
- Sabbatical PTO available after 5 years
This is an in-office position in downtown Indianapolis four days/week, with work from home Fridays.
Skills
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