Licensing Administrator
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Job Description
Customer Success Manager supporting insurance licensing clients using AgentSync products. Building relationships and ensuring effective service delivery while collaborating with internal teams.
Responsibilities:
- Wow customers with AgentSync's culture and values - most especially, Customer Love
- Build and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company level
- Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
- Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
- Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
- Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
- Communicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovation
- Create and iterate on foundational best practice processes, tools, measurement, and keep a growth mindset
- Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements
Requirements:
- 3+ years of customer facing experience in insurance licensing or compliance
- 2+ years in hands-on product/customer support, technical account management role
- Proven experience with processes such as obtaining and renewing licenses, updating contact details, and managing carrier state appointments
- Experience with Salesforce configuration, administration or power user; ie reports and dashboards, list views, data loading, field and object customization.
- Hands on experience in Salesforce and progress towards a Salesforce Admin Certification a plus!
- Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics
- Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
- High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
- Ability to innovate, collaborate and think strategically to improve customer experience.
Benefits:
- Medical - Cigna plans with 100% employer paid premiums on 2 plan options
- Dental - 100% paid premium plan for you and your dependants
- Vision - 100% paid premium plan for you and your dependants
- Employee Assistance Plan
- 401(k) retirement savings plan
- HSA employer contributions
- Flexible PTO
- 12 paid holidays per year
- 12 weeks parental leave w/generous return to work stipend
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