Client Success Manager

myCOICustomer Success 3-5 Years

Job Description

Company Description:

myCOI is an early industry-leader in the insurance technology space providing an innovative SaaS solution for tracking, processing, and managing certificates of insurance. Our Purpose - Erase the Worry through The Work We Do – Eliminating the disruptive impact of an insurance claim. Based in Indianapolis, myCOI’s proven track record of national growth and success has impacted hundreds of customers who use our products and services ranging from Fortune 100, Higher Education, Construction, Logistics, Healthcare, Property Management, down to some of our local favorite sports teams. myCOI Central offers an easy-to-use, cloud-based solution to protect organizations and ensure end-to-end compliance. It’s smart technology that has our industry expertise built right in-designed to provide a single place to view COI’s, compliance, and risk reporting, for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. myCOI’s channel partners, a great leadership team that is energetic, innovative, and goal-oriented; along with living our core values: Unite, Reach, Own It, Choose Positive and Innovate, drives our continued growth and success.

We work hard to maintain an open, supportive culture that promotes the pursuit of excellence. As a member of our team, you’ll enjoy a competitive compensation package, great work-life balance and an innovative, supportive culture. We know that myCOI’s success derives from great teamwork and each individual’s exceptional results. Join us on our mission to disrupt, innovate, and lead the industry!

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

•Responsible for guiding and owning the success of clients by meeting the established expectations

•Work with supportive leadership and with co-workers focused on helping you succeed

•Professional growth & learning opportunities

•Great work-life balance, company culture and benefits

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

Educational Requirements:

• Bachelor’s Degree preferred


•Competitive compensation package







•Short Term Disability Insurance

•Paternity and Maternity leave for expecting parents

•Pet Insurance


•Paid Time Off (Holiday, Vacation, 8 hours community volunteer time)


•Preference given to candidates residing within a commutable distance of Indianapolis. No relocation provided.

Commercial Insurance - Customer Care - Insurance - Client Success - Training - Technology - Certificates of Insurance - Software as A Service - Service - Compliance - Insurtech

Posted On

April 26, 2021