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.
