SelectQuote Insurance Services

Customer Success Agent (CSA080425)

Job ID 2025-4988
# of Openings
115
Job Locations
US-Remote-Remote
Job Post Information* : Posted Date
2 weeks ago(5/16/2025 5:03 PM)
Category
Sales

About Us

 

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

 

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

About the Role

Customer Success Agent

 

Job Summary:

Customer Success Agents have an engaging hybrid role that combines Client Relations & Sales. The goal of the Customer Success Agent is to maximize health outcomes for the customer by offering tailored recommendations after conducting in-depth Health Risk Assessments.

 

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

 

Essential Duties and Responsibilities:

Acts as a health consultant and coordinates closely with the client carrier and providers

Takes inbound phone calls to newly enrolled and existing policyholders to ensure customer satisfaction and guide members through the utilization of their plan along with additional services

Makes proactive calls to customers who opt-in to Population Health Member’s Services and want to receive ongoing care and coordination from the Population Health Team

Serves as a health consultant to acquaint clients with Population Health’s platform of education coordination and facilitation of future services to ensure they are utilizing the best care available to them

 

Skills/Abilities:

Strong interpersonal skills

Proven ability to navigate and resolve conflict

Naturally curious and willingness to learn new skills

Strong attention to detail

Well organized and can efficiently manage both workload and time

Motivates and encourages co-workers

Likes thinking through and resolving problems

Strong work ethic and ability to build client relationships

Strong technology skills & the ability to multi-task

Ability to be coachable and take constructive feedback

 

Education and Experience: 

High school diploma or GED required

Previous telesales/sales experience preferred

Client relations experience highly recommended

Work-from-home experience preferred for remote hires

 

Requirements:

Prolonged periods of sitting at a desk and working on a computer.

 

SelectQuote Core Values:

Service: We create positive customer experiences.

Entrepreneurship: We create innovate & take risks.

Leadership: We build & invest in high-performing teams. Empowerment: We embrace a changing environment.

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help support & celebrate each other.

 

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.