Customer Success Manager – Insurance

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete lifecycle of a portfolio consisting of strategic accounts.

• Establish and nurture multi-faceted relationships within intricate P&C carriers, engaging with field adjusters, IT teams, and executive sponsors.

• Develop rapport and credibility through virtual check-ins and email communications.

• Convert usage and performance data into compelling narratives that align with carrier objectives.

• Define, monitor, and present ROI that illustrates time and cost efficiencies.

• Provide guidance to customers regarding claims lifecycles, inspection processes, and estimation accuracy.

• Proactively pinpoint adoption gaps, underutilized features, and process inefficiencies.

• Implement solutions aimed at enhancing account health and customer outcomes.

• Conduct customer enablement sessions and present on product features, best practices, and value propositions.

• Foster customer retention, satisfaction, loyalty, and sustainable account growth.

⛳️ Requirements

• 2–4 years of customer success experience in a high-growth SaaS environment.

• Outstanding virtual communication abilities with a knack for building trust remotely.

• Capability to translate metrics into strategic business outcomes for VPs and C-Suite executives.

• Comfort in facilitating discussions related to budgets, ROI, and expansion across enterprise departments.

• High degree of autonomy, initiative, and skill in navigating ambiguous challenges.

• Fluency in insurance/claims workflow domain or a proven ability to quickly grasp complex industry terminology.

• Proficient in CRM software such as HubSpot or Salesforce.

• Ability to leverage data to enhance customer interactions, track progress, and report on essential metrics.

🏝️ Benefits

• 100% Employer Covered Health Care Plan for you and your family (Medical, Dental & Vision).

• Retirement Plan (401k with 4% company match).

• Life Insurance (Basic, Voluntary & AD&D).

• Paid Time Off (Unlimited Flex PTO, Flexible Sick Leave & 11 National Holidays).

• Parental Leave for both caregivers.

• Annual Events & Meetups.

• Work From Home (Fully Remote Team).

• Stock Option Plan.

• Learning & Development Opportunities.