Client Success Advocate
About The Position
Inhabit operates a unique collective of tech-forward companies serving the residential, commercial, and short-term rental industries. Our team members deliver best-in-class software solutions and services while fostering innovation and collaboration with business leaders and industry experts. Inhabit believes that property managers are central to the success of the residential and short-term rental markets and delivers products built to empower them, their investors, and communities. Come help build the company you want to Inhabit. To learn more, visit inhabit.com . About ePremium Insurance We are passionate about building a world-class sales team, as we believe that exceptionally talented people are the key to delivering a great customer experience at every turn. We provide a unique opportunity to grow by being surrounded with a team of brilliant and experienced individuals and leaders. Our team is dedicated to cultivating personal and professional development by creating a culture of feedback, transparency, innovation, passion, learning and winning. Our business is dependent on happy clients who understand and participate in the ePremium vision. Job Description Summary 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
