Customer Success Lead
New
A
AE PerkinsBenefits Management
Texas, United StatesFull-TimeLead
Salary23 USD per hour
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Job Details
- Experience
- 4 or more years of professional experience in a related field; at least 2 years in a high-volume, complex environment.
- Required Skills
- Data AnalysisRelationship managementCRMCustomer Success
Requirements
- Associate’s degree or 4+ years of professional experience in a related field.
- Prior experience in benefits management, claims, insurance, or healthcare.
- At least 2 years of experience in a high-volume, complex environment.
- Exceptional verbal, written, and presentation skills.
- Proven experience in handling complex client inquiries.
- Proficiency in data analysis and CRM tools.
- Ability to work in a fast-paced, deadline-driven environment.
Responsibilities
- Serve as primary point of contact for complex inquiries and escalations.
- Act as an intermediary to resolve member-related issues.
- Proactively recommend solutions and educate participants on plan features.
- Provide guidance and mentorship to customer advocates.
- Collaborate with internal teams to identify process improvement opportunities.
- Ensure strict compliance with HIPAA and regulatory guidelines.
- Maintain accurate documentation of client interactions and resolutions.
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