Customer Success Manager
Employment Information
Job Description
Customer Success Manager supporting carrier partners at end-user level with product adoption and training. Collaborating with internal teams to achieve customer business objectives.
Responsibilities:
- Serve as primary point of contact for adjuster-level escalations reported by Account Managers
- Build and prepare sales decks and executive-level Quarterly and Business Review presentations
- Prepare standard carrier performance reports on monthly/quarterly cadence for Account Managers
- Conduct virtual and on-site customer leadership and adjuster training sessions
- Develop and deliver enablement materials including instructional guides, quick-start guides
- Collaborate with Marketing team to create carrier-facing enablement materials
Requirements:
- At least four (4) years of experience in a Customer Success/Service organization
- Ability to establish relationships and interact with executives and senior management in customer accounts
- Ability to manage multiple priorities while maintaining strict attention to details
- Track touchpoints including phone calls, emails, meetings, or others utilized for engaging customers
- High level of proficiency in Microsoft Excel, Word, and PowerPoint
- Excellent presentation preparation and delivery skills
- Bachelor’s degree preferred
- Insurance industry experience preferred
Benefits:
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
- Paid time off
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