Source Job

$40,278–$48,334/yr
Canada 4w PTO

  • Manage a caseload of in-progress applications through the underwriting process
  • Coordinate and follow up on medical exam bookings with vendors and clients
  • Handle inbound calls and respond to client emails

Customer Service CRM Communication Attention To Detail

20 jobs similar to Customer Success Specialist

Jobs ranked by similarity.

$19–$21/hr
US

  • Respond to inbound calls from existing customers
  • Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
  • Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy

Jerry.ai is a fintech startup that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.

$50,000–$52,000/yr
US 2w PTO 14w maternity 8w paternity

  • Own high-volume customer interactions via phone, chat, and email, providing policy guidance.
  • Create and update homeowners insurance policies, endorsements, payments, and refunds.
  • Educate policyholders on coverage details and policy changes to enable informed decisions.

Kin provides simpler and more affordable homeowners insurance, expanding to cover all homeowner needs, particularly in high-risk climate areas. They are a remote-first company founded in 2016, with employees across 35 states and customers in 13, recognized as a top workplace by Forbes and Built In Chicago.

$50,000–$50,000/yr
US 3w PTO

  • Schedule client consultations and track projects.
  • Qualify experts and manage client requests.
  • Maintain updated status of client consultations.

Guidepoint is a leading research enablement platform designed to advance understanding and empower clients’ decision-making process with innovative technology, real-time data, and hard-to-source expertise. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, they inform leading organizations’ research.

UK

  • You will handle inbound customer service calls regarding general queries, advice and progress checks.
  • Assist with appointment booking and payment calls.
  • Capture data with great attention to detail.

Teleperformance is a global outsourcing contact center with numerous UK sites, known for its strong work ethic and excellent results. They are recognized as a great place to work, offering fantastic service and career opportunities.

US

  • Provide prompt and courteous assistance to customers via various channels.
  • Sell and quote new business to both personal and commercial lines clients.
  • Assist in preparing and processing commercial insurance policies.

Trucordia is an insurance brokerage that brings together people, tools, and solutions. They have over 5,000 team members across 200 offices and are ranked as one of the fastest-growing companies in the U.S. for three consecutive years.

$16–$33/hr
US

  • Provide compassionate support and expert guidance to Medicaid recipients.
  • Address inquiries and resolve issues to impact the health and satisfaction of clients.
  • Join a dynamic team dedicated to making a difference in the lives of underserved communities.

Avesis has been providing essential ancillary benefit solutions since 1978. Today, their programs cover more than 8.5 million members throughout the country. They strive for excellence in all that they do and their benchmark performance in terms of member satisfaction and client retention underscores this singular focus.

US 4w PTO

  • Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
  • Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
  • Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.

Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.

US

  • Handle inbound calls and chat boxes from our members regarding Sidecar Health’s products and services.
  • Provide excellent customer service in a timely and positive manner.
  • Build rapport and maintain positive relationships with existing members to understand their needs and ensure a memorable member experience.

Sidecar Health is redefining health insurance with a mission to make excellent healthcare affordable and accessible. Their team comes from diverse backgrounds and shares a desire to fix a broken system, making healthcare personalized, affordable, and transparent.

$35,000–$44,000/yr
Canada

  • Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
  • Assist broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
  • Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.

Zensurance is redefining commercial insurance for Canadian businesses through a digital-first experience. As a leading InsurTech company, they combine technology with industry expertise to deliver tailored insurance solutions and have been recognized for its rapid growth and industry impact.

US

  • Handle inbound calls and chats, averaging 30–35 interactions daily.
  • Provide single call resolution and escalate issues effectively.
  • Maintain customer records in Salesforce.com.

Ferguson provides quality supplies for various industries since 1953. As a Fortune 500 company with approximately 36,000 associates across 1,700 locations, they aim to simplify complex projects for customers and promote a culture of growth and service.

$30,567–$49,993/yr
US 3w PTO

  • Demonstrate experience interpreting and responding to customer requests through, understanding the customer's needs, and identifying actions to help achieve customer objectives quickly
  • Help consumers understand credit bureau processes and educate them in appropriate steps to request corrections
  • Provide information about credit-related memberships, services, and product offerings; advocate for solutions that will help callers improve their creditworthiness

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

US

  • Possess strong oral and written communications skills.
  • Exhibit excellent interpersonal skills using tact, patience, and courtesy.
  • Thoroughly and efficiently gather customer information, assess, and fulfill customer needs and educate customers where applicable.

SMI is a leading provider in government payment solutions, developing state-of-the-art solutions and running complex human services operations. With over 53 years in operation as a family-owned business, SMI has grown to over 600 employees across the country, and considers its employees and customers as part of their extended family.

US

  • Take inbound calls from patients, providers and members
  • Support members with their insurance needs, questions or concerns
  • Answer inquiries on benefit claims, appeals, and authorizations

Carenet Health pioneers advancements for an experience that touches all points across the healthcare consumer journey. They interact with 1 in 3 Americans every day, delivering positive healthcare experiences and improving outcomes.

  • Research, verify and resolve inquiries related to Oregon Health Plan (OHP) or Medicare eligibility.
  • Respond and assist members with Primary Care Provider (PCP) assignments and explain OHP or Medicare benefit coverage.
  • Collaborate with providers, Division of Medical Assistance Programs (DMAP), and members to ensure effective customer service and the resolution of any health plan issues that arise.

CareOregon is a nonprofit, mission-driven health plan focused on providing care to low-income Oregonians. We are an equal opportunity employer that greatly encourages military veterans to apply and considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.

US

  • Coordinating candidate interviews and travel
  • Managing candidate onboarding activities including background verifications
  • Creating and placing compelling job advertisements on internal/external job boards

W. R. Berkley Corporation provides a state of predictability which allows brokers and agents to act with confidence. Founded in 1967, it has grown into one of the largest commercial lines property and casualty insurers in the United States with over 60 businesses worldwide.

$50,000–$55,000/yr
US Unlimited PTO

  • Answer customer calls and reply to email inquiries in a fast-paced environment.
  • Act as a point of escalation for complex customer and process issues.
  • Assist customers with navigating the Nutrafol website.

Nutrafol is a company that creates clinically tested products for hair growth and provide support for people at every step of their hair journey. They embrace individuality and differences, leading by example, and empowering themselves and others with their passion for wellness and innovation.

US

  • Answer incoming calls to assist customers and their employees with FMLA administration.
  • Handle a high volume of calls and provide professional follow-up via phone and email.
  • Maintain accurate documentation of leaves within the proprietary database.

ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. For over 40 years, they have combined technology with human expertise to help individuals and their organizations thrive.

$100,649–$174,459/yr
4w PTO

  • Partner with Support and Optimization teams to ensure the best client experience.
  • Provide consultative guidance to clients throughout their life cycle, understanding Experian Health product capabilities.
  • Evaluate customer use of Contract Manager and Claim Scrubber products to recommend best practices.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries.

US

  • Handle customer inquiries and analyze payment history.
  • Communicate account statuses and recommend solutions.
  • Maintain accurate records of customer interactions.

Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. As a Great Place to Work certified company, they have been in business for over 35 years and work with well-known brands.

Canada

  • Respond to inquiries ranging from claims questions to first tier technical issues from users via phone and Secure Message
  • Liaise with claims team to resolve claims related issues
  • Engage in active listening with callers and confirm or clarify information

WCG partners with governments and local agencies across Canada to create sustainable employment opportunities for people, businesses and communities. They are committed to diversity and inclusion in the workplace.