Customer Success Specialist 2- Remote

Job description

Wellabe is seeking a remote Customer Success Specialist 2 to be responsible for providing customer service to policy holders and medical providers by answering phone calls about moderately complex concerns, complaints, and changes. This role will be on our preneed team. #LI-Onsite Be successful in this role: Someone in this role will: - Receive calls, respond to workflows and chat to answers basic to moderately complex questions from policyholders, medical providers, and sales agents on life, preneed, or health (such as Medicare supplement, dental, vision, hearing, Hospital Indemnity & Ancillary Products) policies such as claims, benefits, and premiums while protecting privacy as outlined by state and federal regulations. - Receive and process basic to moderately complex changes such as premium refunds, deductible changes, co-insurance changes, network changes, refunds premiums, reconciliation, balancing, removing dependents, standard terminations and other related items. - Document all aspects of customer claims to ensure file has all information required to fulfill policyholder and/or provider requests. - Occasionally research systems, websites, and work with internal departments...