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

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