Who we are
Insurity is a leading property and casualty insurance software and data analytics providers, working with some of the world’s largest insurers, brokers, and mgas, including 15 of the top 25 p&c carriers in the usWith 1400+ team members globally, 7 office locations, and 300+ customers, we have a deep understanding of the insurance business, unparalleled technology expertise, and a singular focus of delivering a simplified insurance experience to our customers.
Insurity’s next customer success manager
Our customer success team prioritizes building positive relationships with our existing customers and then helping them gain access to resources and tools to be successful in using insurity`s productsWith a focus on our mga (managing general agent) platforms, the customers that our customer success manager will work with vary from small family-owned mgas to some of the largest national mgas, mainly in the property & casualty marketThey will guide customers on their journey from independent platforms to an integrated insurity platform, standardizing how we partner with mga customers across the insurity family.
What you’ll do
Relationship management
Act as the primary, day-to-day point of contact for assigned customers to develop positive working relationships with customer leaders and system champions
Accurately capture minutes/actions from meetings
Prepare professional presentations/reports, customer-facing messaging, and effectively lead customer meetings
Ensure workflow management system and customer-facing tools are updated
Provide tool self-service support for customers
Understand customer critical metrics; measure and monitor regularly
Maintain/manage customer expectations and satisfaction
Independently transition low complexity customers from the implementation team
Ensure contract compliance and accurate billing for our customers
Understand the customer experience and dedication measures in place (nps, references, etc.)
Ensure a strong understanding of internal customer organization, political landscape, and partner personalities
Demonstrate detailed knowledge of customers’ business challenges, opportunities, and how our products and solutions address them
Project delivery
Implement end-to-end management of cross-functional improvements of medium complexity
Draft change requests and statements of work for small to medium complexity improvements
Demonstrate an understanding of revenue recognition and account measurements
Internal process
Support continuous improvement initiatives along with mentorship to team members
Stay up to date on industry and job-related trends and standard methodologies, including reading relevant publications, articles, blogs, etc.
Who you are
Minimum of 3 years in a customer success role within the software-as-a-service for an insurance-related vendor and/or insurance industry experience within the property & casualty market
Minimum of 1 year working with enterprise-level accounts
Strong customer support and emotional intelligence qualities with an ability to: understand the customer’s desired strategy and needs, be a staunch customer advocate, and translate that understanding into potential upsell/cross-sell opportunities
Strong written and oral english communication skills with the ability to articulately present information both in-person (presentations) and in written form
Advanced digital literacy with ms office (word, excel, powerpoint)
Self-starter mentality with an eagerness to learn and the ability to collaborate and work autonomously, with strong multi-tasking and time management skills
Travel required is less than 10%*
Nice to have
Bachelor’s or graduate-level degree in a related field or equivalent p&c industry-related experience
Lloyd`s of london knowledge specifically in delegated authority would be a strong asset
Highly proficient with resource allocation/workflow tools (examples: clarity, sap, ppm, remedy, ace, jira, salesforce, etc.)
Where: this role will be based remotely in the united states.
Our benefits
Collaborative culture | flexible hours | growth opportunities
Day 1 health insurance coverage | open pto
Does insurity sound like the right place for you? send us your application and a cover letter highlighting what sets you apart from the nice-to-haves and makes you a must-have for our team!
Thank you for your interest in insurity! please understand that due to the volume of applicants we receive, only selected candidates will be contacted.
Insurity is proud to be an equal opportunity employer
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employmentPlease contact us to request accommodation.
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