Customer Success Specialist

2 months ago


Indianapolis, United States Steele Benefits Full time

Job Type

Full-time

Description

The Customer Success Specialist provides essential support to the Customer Success team. They are responsible for identifying and escalating priority issues, maintaining accurate records, and organizing data from external partners and internal systems. The Specialist manages and resolves issues through the CSS ticketing system, performs case testing and auditing for quality control, and creates communication materials using designated templates. Effective team collaboration and communication are crucial. Strong organizational skills, problem-solving abilities, time management, and a passion for excellent customer service are key to their success.

Responsibilities:

  • Identify and escalate priority issues to the appropriate team member
  • Maintain accurate records of customer interactions
  • Collect, organize, and summarize miscellaneous data inflows from external partners and internal systems reports
  • Support Customer Success Managers by managing and resolving issues and tasks through the CSS ticketing system.
  • Perform case testing and auditing to ensure quality control for customer enrollment platforms
  • Using designated templates, create informative and appealing communication materials for external distribution
  • Other projects and duties as assigned by manager
Requirements

Qualifications:

Preferred:
  • 3+ years of experience in business, human resources, customer service, or similar area of work experience.
  • Basic knowledge of insurance and employee benefits
  • Associate or bachelor's degree in business, human resources, or a related field.
  • Proficient in Microsoft Office.
Required:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively with other departments and team members
  • High school diploma or equivalent


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