About the Role
As a Customer Success Manager, you will play a critical role in supporting our clients after the policy bind process (Post-Bind). You will ensure they fully understand how to use our insurance services, assist with onboarding and training, and provide ongoing support to drive satisfaction and retention.
Key Responsibilities
* Manage and support clients through post-bind processes
* Help customers understand how to effectively use our services and platforms
* Onboard and train new clients
* Build and maintain strong, long-term relationships with clients
* Respond to customer inquiries and resolve issues in a timely and professional manner
* Monitor customer engagement and identify opportunities for upsell or additional support
* Collaborate with internal teams to continually improve the customer journey
Tools You'll Use
* Salesforce Sales Cloud (CRM & task management)
* Zoom Phone and Zoom WorkSpace (client communication & collaboration)
* DocuSign (document handling & signature collection)
* Office 365 (Outlook, Excel, Word, Teams, etc.)
* Other internal systems and tools as required
Requirements
* Previous experience in Customer Success, Account Management, or a related customer-facing role
* Understanding of insurance industry processes is a plus, especially post-bind workflows
* Strong communication and problem-solving skills
* Comfortable with remote work and multitasking across multiple systems
* Tech-savvy and experienced with digital tools and platforms
* Availability to work full-time during Pacific Time (PT) business hours
What We Offer
* 100% Remote work
* Collaborative and supportive team culture
* Training and growth opportunities
* Competitive compensation based on experience
Interested?
We'd love to hear from you Please submit your resume and a short note about why you're a great fit for this role.