Client Success Manager

myCOICustomer Success 0-2 Years

Job Description

Job Summary

myCOI is a growing software company in the commercial insurance industry. We provide a technology driven solution to the critical risk management task of requesting, collecting, and verifying certificates of insurance. Our clients span the United States and are in many major industries including Property Management, Construction, Hospitality, Energy, etc.

myCOI has a need for an effective communicator, someone who is able to stimulate and motivate others while being aware of, and responsive to, their needs and concerns. A creative problem solver who can remain objective in high pressure situations and continue to pursue the satisfaction of the client will thrive in this role. It is essential to accurately analyze the details and consistently follow through on commitments in this role. Ultimately, this role is responsible for guiding and owning the success of clients by meeting the established expectations.

Each day will be different from the next; especially in personal interactions. Our business is a fast-paced environment with multiple projects going simultaneously. The person in this position must be friendly and genuinely interested in the business, agenda, and needs of others.

Responsibilities and Duties

Effectively trains and supports the client to successfully achieve client's adoption of the software
Understands client needs and objectives; ensures the client is utilizing and benefiting from the full extent of our solutions, across all products to which they subscribe
Maintains service oversight and establishes relationships with key contacts/decision makers in assigned client accounts
Owns and addresses all "at risk" situations for portfolio of clients
Acts as the first internal point of escalation in case of any issues with our services and engages all internal stakeholders in the action plan
Solicits information from all other internal client touch points (Certificate Team and Care Team) to maintain holistic view of client relationship
Coordinates execution of service requests that are surfaced
Identifies up-sell and cross sell opportunities and communicates those internally
Performs all other duties as required
Qualifications and Skills

Strong client orientation
Effective communication and presentation skills
Solid organizational and multi-tasking skills
Strong analytical skills and high comfort level with Excel
A track record of taking ownership and driving results
Ability to effectively collaborate with a variety of audiences
Knowledge of commercial insurance is preferred
Apply Today!

Job Type: Full-time

Commercial Insurance - Client Services - Account Manager - Customer Service - Customer Care - Insurance - Client Success - Training - Technology - Certificates of Insurance - Implementation - Project Management - Excel - SAAS

Posted On

February 4, 2020