We are looking for a Customer Success Manager for the Insurance business that is the critical liaison between the company and our clients. This person will work with the regional leadership team, all strategic partners, as well as all clients.
Act as the escalation point for customers on-boarding when a deal enters the company.
Support the Regional Vice President in setting and executing the regional business plan including achievement of financial and performance related objectives.
Plan and carryout regular Strategic Business Reviews (SBRs) with all key clients.
Ensure total client satisfaction.
Coordinates transition to onboarding and operational servicing teams
Build and expand client relationships.
Identify revenue growth opportunities within defined account base through cross selling.
Update CRM (Salesforce) with activity (calls and meetings)
Attend customer conferences or events as needed.
Perform other related duties as assigned.
Bachelor’s degree in Sales, Business Administration, management, finance, or related area (or equivalent experience)
5-years+ experience building rapport with clients
Deep understanding of insurance market
Proficiency using Microsoft Office, Salesforce.com, & web technologies
Familiarity with ‘value selling’ (e.g., Challenger Sale or Solution Based Selling)
Comprehensive health insurance, dental insurance, and vision coverage
Company-paid life insurance, short and long-term disability insurance
Generous PTO, paid holidays, and floating holidays
Summer hours: Participating employees will enjoy a half day every other Friday
Investment in career development including LinkedIn Learning and professional development funds