TN Visa Customer Success Agent Jobs
Customer Success Agent roles qualify for TN visa sponsorship under the USMCA's Management Consultant category when the position requires a bachelor's degree and involves analyzing client needs, implementing solutions, and driving retention. Canadian citizens can apply at the border or a U.S. consulate with no cap; Mexican citizens go through consular processing with a limited annual allocation.
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Get Access To All JobsINTRODUCTION
This Jobot Job is hosted by: Dana Stark. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
SALARY
Salary: $150,000 - $200,000 per year
A bit about us:
We are a leading independent brokerage, delivering tailored insurance and risk management solutions for businesses and individuals. With decades of industry expertise, we provide strategic guidance, comprehensive coverage, and exceptional client service, ensuring that every client is protected with clarity, confidence, and precision.
Why join us?
Joining us means becoming part of a client-focused, growth-oriented team that values expertise, integrity, and collaboration. The company offers opportunities to work on diverse insurance solutions across commercial and personal lines, providing hands-on experience and professional development. With a strong leadership team, a culture of mentorship, and a commitment to strategic growth, we empower employees to make a meaningful impact while advancing your career in a supportive and dynamic environment.
Position Summary:
The Employee Benefits Producer is responsible for generating new business and maintaining strong relationships with existing clients by providing strategic guidance and innovative solutions for employee benefit programs. This role combines sales expertise, benefits consulting, and relationship management to deliver tailored solutions in health, dental, vision, life, disability, and voluntary benefits.
KEY RESPONSIBILITIES:
- Develop, implement, and manage strategies to acquire new clients and expand business with existing clients in the employee benefits sector.
- Conduct in-depth benefits analysis, benchmarking, and plan design consultations to identify client needs and recommend customized solutions.
- Present and explain benefits proposals to C-suite executives, HR teams, and other decision-makers, clearly articulating value and cost savings.
- Collaborate with internal teams, including account managers and service specialists, to ensure smooth onboarding, implementation, and ongoing service for clients.
- Maintain knowledge of industry trends, regulations, and compliance requirements (e.g., ACA, HIPAA, ERISA) to ensure client programs meet legal and regulatory standards.
- Negotiate with insurance carriers and vendors to secure competitive rates and optimal plan designs.
- Assist clients with renewals, plan changes, and annual open enrollment initiatives.
- Develop and maintain a robust network of Centers of Influence (COIs) to support lead generation and business growth.
- Achieve individual sales targets while supporting the overall growth objectives of the firm.
QUALIFICATIONS
- Bachelor’s degree in Business, Finance, Human Resources, or related field preferred.
- 3+ years of experience in employee benefits sales, consulting, or brokerage.
- Life, Health, and Accident & Sickness insurance licenses required; P&C license a plus.
- Strong analytical skills with the ability to interpret benefits data and translate it into actionable insights.
- Exceptional communication and presentation skills.
- Proven ability to build and maintain client relationships and influence decision-making at all levels.
- Familiarity with benefits administration platforms (e.g., BenAdmin, ADP, Ease) is preferred.
- Self-motivated, results-driven, and able to work independently while collaborating within a team environment.
CORE COMPETENCIES:
- Sales & Negotiation
- Client Relationship Management
- Strategic Thinking & Problem Solving
- Regulatory Compliance Knowledge
- Communication & Presentation
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
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INTRODUCTION
This Jobot Job is hosted by: Dana Stark. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
SALARY
Salary: $150,000 - $200,000 per year
A bit about us:
We are a leading independent brokerage, delivering tailored insurance and risk management solutions for businesses and individuals. With decades of industry expertise, we provide strategic guidance, comprehensive coverage, and exceptional client service, ensuring that every client is protected with clarity, confidence, and precision.
Why join us?
Joining us means becoming part of a client-focused, growth-oriented team that values expertise, integrity, and collaboration. The company offers opportunities to work on diverse insurance solutions across commercial and personal lines, providing hands-on experience and professional development. With a strong leadership team, a culture of mentorship, and a commitment to strategic growth, we empower employees to make a meaningful impact while advancing your career in a supportive and dynamic environment.
Position Summary:
The Employee Benefits Producer is responsible for generating new business and maintaining strong relationships with existing clients by providing strategic guidance and innovative solutions for employee benefit programs. This role combines sales expertise, benefits consulting, and relationship management to deliver tailored solutions in health, dental, vision, life, disability, and voluntary benefits.
KEY RESPONSIBILITIES:
- Develop, implement, and manage strategies to acquire new clients and expand business with existing clients in the employee benefits sector.
- Conduct in-depth benefits analysis, benchmarking, and plan design consultations to identify client needs and recommend customized solutions.
- Present and explain benefits proposals to C-suite executives, HR teams, and other decision-makers, clearly articulating value and cost savings.
- Collaborate with internal teams, including account managers and service specialists, to ensure smooth onboarding, implementation, and ongoing service for clients.
- Maintain knowledge of industry trends, regulations, and compliance requirements (e.g., ACA, HIPAA, ERISA) to ensure client programs meet legal and regulatory standards.
- Negotiate with insurance carriers and vendors to secure competitive rates and optimal plan designs.
- Assist clients with renewals, plan changes, and annual open enrollment initiatives.
- Develop and maintain a robust network of Centers of Influence (COIs) to support lead generation and business growth.
- Achieve individual sales targets while supporting the overall growth objectives of the firm.
QUALIFICATIONS
- Bachelor’s degree in Business, Finance, Human Resources, or related field preferred.
- 3+ years of experience in employee benefits sales, consulting, or brokerage.
- Life, Health, and Accident & Sickness insurance licenses required; P&C license a plus.
- Strong analytical skills with the ability to interpret benefits data and translate it into actionable insights.
- Exceptional communication and presentation skills.
- Proven ability to build and maintain client relationships and influence decision-making at all levels.
- Familiarity with benefits administration platforms (e.g., BenAdmin, ADP, Ease) is preferred.
- Self-motivated, results-driven, and able to work independently while collaborating within a team environment.
CORE COMPETENCIES:
- Sales & Negotiation
- Client Relationship Management
- Strategic Thinking & Problem Solving
- Regulatory Compliance Knowledge
- Communication & Presentation
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Customer Success Agent
Align your degree to the role
TN approval hinges on a direct connection between your degree field and the Customer Success Agent position. A business, communications, or IT degree paired with a client-facing job description strengthens that link for the reviewing CBP officer.
Request a specialty occupation job offer
Ask your prospective employer to frame the offer letter around analytical and consultative duties, not just account management tasks. CBP assesses whether the role genuinely requires a bachelor's-level professional, so generic support language in the letter creates unnecessary risk.
Target employers with active USMCA filing history
Companies that have sponsored TN professionals before understand the documentation requirements and won't stall on writing a compliant support letter. Use Migrate Mate to filter Customer Success Agent openings by employers with TN visa sponsorship history.
Prepare a credential package before applying
Gather your degree certificate, official transcripts, and a credential evaluation if your institution is outside the U.S. or Canada. Mexican professionals applying at a consulate also need an appointment confirmation and DS-160 before submission.
Clarify remote and hybrid arrangements upfront
If the role is partially remote, confirm the employer's principal U.S. worksite before your TN is issued. CBP ties your status to a specific employer location, and a mismatch between your offer letter and actual work location can create complications at the port of entry.
Understand the Mexican consular processing timeline
Mexican citizens cannot use the port-of-entry option available to Canadians. Consular appointments at a U.S. Embassy typically add several weeks to the process, so factor that into your start date negotiation with the employer.
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Find Customer Success Agent JobsCustomer Success Agent TN Visa: Frequently Asked Questions
Does a Customer Success Agent role qualify for TN visa sponsorship?
It can, but the classification depends on how the role is defined. TN visas don't have a dedicated Customer Success category, so most approvals come under Management Consultant. The job offer must emphasize analytical, strategic, and consultative duties rather than routine support tasks, and your degree must align with those responsibilities.
How does TN visa sponsorship compare to H-1B for Customer Success Agent jobs?
TN has no lottery, no annual cap for Canadians, and can be approved at a port of entry the same day. H-1B requires a March lottery with roughly a one-in-four selection rate and a months-long processing window. For Canadian professionals with a qualifying degree and a compliant offer letter, TN is a faster, more predictable path into a Customer Success role.
What should the employer's support letter include for a TN application?
The letter must state the employer's U.S. address, your job title, the specific duties you'll perform, the degree required for the position, your intended start date, and confirmation that you'll be paid a wage. It should describe the analytical and client-strategy components of the role rather than generic account management language, which is what CBP scrutinizes.
How can I find Customer Success Agent jobs with TN visa sponsorship?
Migrate Mate lets you search Customer Success Agent openings filtered by employers with recent visa filings, so you're not applying to companies unfamiliar with sponsorship processes. Targeting employers experienced with visa sponsorship significantly reduces the risk of a sponsorship conversation derailing after you receive an offer.
Can my TN visa be renewed if I stay in the same Customer Success role?
Yes. TN status is granted in two-year increments with no limit on renewals, provided you remain in a qualifying position with the same or a new compliant employer. Each renewal requires a fresh support letter and documentation confirming the role still meets the specialty occupation standard. Routine renewals in an unchanged role are generally straightforward.
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