Customer Success Lead

Position Summary

The Customer Success Lead acts as a dedicated advocate for both clients and members, delivering a high level of personalized service. This role requires a proactive approach in building and maintaining relationships with internal and external clients, utilizing technology, expertise, and internal resources to resolve complex and escalated issues, educate clients, and ensure an exceptional experience. This role also serves as a crucial layer of support for customer advocates, and collaborates closely with management to identify solutions and drive process improvements.

Principal Duties & Responsibilities

• Escalation & Issue Resolution : Serve as a primary point of contact for complex inquiries and escalated issues, ensuring exceptional support and prompt resolution (advanced)
• Act as an intermediary to resolve member-related issues, especially where direct communication with clients is needed, by assessing client needs and facilitating effective solutions. (advanced)
• Proactively recommend solutions, set realistic expectations, and deliver accurate information regarding their benefits, account navigation, and utilization. (advanced)
• Educate participants on plan features, empowering them to maximize benefits and navigate the platform independently. (advanced)
• Support and Mentorship Provide support and guidance to customer advocates on complex client inquiries and resolutions, serving as a layer of support (intermediate)
• Act as mentor and participate in developing the skill of team members (intermediate)
• Step in and support organizational roles as needed to maintain effective business operations, adapting to changing demands. (Intermediate)
• Relationship Building & Collaboration: Build and foster strong relationships across the company by collaborating with colleagues in a team-oriented environment, focusing on meeting company, client, and member needs. (advanced)
• Act as an Ameriflex ambassador, upholding the organization's core values and projecting a positive, professional image in all client and member interactions. (advanced)
• Collaborate closely with internal teams and management to offer solutions, identify process improvement opportunities, and promote best practices for client satisfaction and retention (intermediate)

Requirements

All other duties and responsibilities assigned by management.

• Customer Success & Advocacy: Proven experience in handling complex and escalated client inquiries, with an emphasis on consultative support and problem (advanced)
• Ability to proactively recommend solutions and deliver education tailored to individual needs (advanced)
• Communication & Relationship Management: Exceptional verbal, written, and presentation skills, with the ability to communicate clearly and persuasively across multiple channels (phone, email, chat). (advanced)
• Demonstrated skill in building and maintaining strong relationships with clients and internal teams, including management and customer advocates, with a focus on positive experiences. (advanced)
• Technical & Analytical Proficiency: Proficiency in data analysis, with the ability to draw insights and provide solutions based on data and to inform process improvements. (intermediate)
• Knowledge of CRM tools and digital communication channels, with a high level of adaptability to new technology and tools. (intermediate)
• Organizational & Time Management Skills: Strong multitasking abilities, with the capability to manage multiple priorities in a fast-paced, deadline-driven environment. (advanced)

Knowledge, Skills, and Abilities Required

• Associate's degree or four or more years of professional experience in a related field, with prior experience in benefits management, claims, insurance, or healthcare required
• Demonstrated success in customer service or client support roles, with at least 2 years of experience in a high-volume, complex environment

Benefits

Starting pay for this position is $23.00/HR. Benefits include:

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Bonus Pay

Additional Benefits

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!