What are the responsibilities and job description for the Customer Success Advisor position at RetireMED?
Job Details
Level: Experienced
Job Location: RM Dayton - Miamisburg, OH
Position Type: Full Time
Education Level: High School
Salary Range: Undisclosed
Travel Percentage: Negligible
Job Shift: Day
Job Category: Customer Service
Description
About us
RetireMed simplifies Medicare by providing guidance, evaluating your plan options, and helping you enroll in the right plan when you’re ready. Our advisor team supports you in all steps of the Medicare process—all at no cost to you. Over 50,000 individuals in Ohio, Kentucky, and Indiana trust us to deliver Medicare peace of mind. Positions are available at both our Dayton (Miamisburg) and Cincinnati (Blue Ash) offices.
Key Performance Outcomes
- Support the One Team, One Goal of net BOB growth
- Support 95% client retention goal
- 95% or higher performance score in call audits
- Consistently meet or exceed talk time minimums while managing non-queue tasks
Key Responsibilities / Expectation
- Fully perform all duties of a CSAII
- Follow CMS/Medicare guidelines with completion of annual compliance training
- Maintain your OH, KY, IN, PA, FL (etc.) health insurance license
- Participate in team communication channels (e.g., team chat) to collaborate with colleagues and provide assistance when needed
- Support team workshops as needed
- Support team training as needed
- Provide expert support for difficult or escalated customer inquiries, offering solutions and guidance as needed
- Conduct appointments for new acquisition clients
- Conduct IHIP renewal appointments, as needed
- Conduct appointments that support revenue projects
- Support Business Development team table initiatives, as needed
- Support the Telesales overflow queue, when assigned
- Attend meetings as assigned
- Follow all lawful employer safety and health rules and regulations.
- Report hazardous conditions and any job-related injury or illness to your manager.
- And any other duties needed to help drive to our vision, fulfill our mission, and abide by our company values.
Qualifications
Qualifications
- Minimum 1 year of Medicare customer service experience preferred
- Active OH, KY, IN, PA, FL insurance license
- Federally Facilitated Marketplace (FFM) certified
- No performance based disciplinary action
- No repetitive unplanned absences
