Client Success Manager

myCOIOther 3-5 Years

Job Description

Position Summary:

Each day will be different from the next for the Client Success Manager. In this role, personal interactions are key with the ideal candidate being an effective communicator who can motivate others while being aware of their needs and concerns. Our business is fast paced with multiple projects running simultaneously requiring a creative problem solver who can remain objective in high pressure situations while following through on commitments. This person will be friendly and genuinely interested in the business, agenda, and client satisfaction. Come thrive with a leader in the exciting, rapidly growing InsurTech industry!

What Makes this a Great Opportunity:

Represent a leading SaaS company with the most innovative technology in the industry and a 95% client retention rate!
Work for a 2022 Indy Star Top Workplaces winner and 2022 TechPoint #MiraAwards Exceptional Employer Award winner.
Great work-life balance, company culture and benefits (including 401k & Paternity leave)
Work with supportive leadership and with co-workers focused on helping you succeed.
Professional growth, development and learning opportunities.

Essential Responsibilities:

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.

Basic Qualifications:

Knowledge of commercial insurance is preferred.
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.

Posted On

March 6, 2023