Client Success Advocate

INHABIT IQ • Mason, OH

1d • Hybrid

About The Position

We are looking for a Client Success Advocate that supports the account management teams. The Client Success Advocate will be a contact point with all departments to ensure clients are supported and their needs are met. You will ensure that communication with existing clients is met, and their needs are supported. Conduct client training with new and existing clients.

Requirements

• Minimum of 2 years customer service experience; client-facing
• Intermediate level Excel skills (comfortable with formulas, sorting, etc.)
• Ability to multi-task in fast paced environment
• Problem solving skills
• Root cause analysis; ability to handle technical issues and explain in terms clients can understand.
• Flexibility to transition from one task to another
• People skills
• Business and organizational skills
• Time management; proven ability to handle multiple projects at one time and prioritize.
• Verbal and written communication
• Strong phone etiquette
• High school degree or equivalent, some advanced study preferred

Nice To Haves

• Multifamily experience in the insurance industry preferred

Responsibilities

• Update and maintain customer data in CRM
• Email correspondence
• Monthly and custom report generation
• CRM maintenance
• Participate/Lead Client Training sessions
• Support Sales and Account Management Teams
• Corporate contact for Client base
• Work across all Departments to support Client needs
• Assist in onboarding new Clients
• Maintain monthly contact with existing Client base
• Outbound Client calls to drive product adoption

Benefits

• Competitive Pay
• Health Insurance: Medical, Dental, Vision and Prescription Plans
• Health Savings Accounts
• Flexible Spending Account
• Dependent Flexible Spending Account
• Critical Illness
• Accident
• Retirement Savings Plan (401K) with discretionary company match
• Short and Long Term Disability
• Company Paid $25,000.00 life insurance
• Supplemental Life and AD&D Insurance
• Employee Assistance Program
• Paid Holidays
• Paid Vacation
• Paid Volunteer Time
• Inhabit Employee Discount Programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED