Account Support Specialist aiding account management and enhancing client experience in digital insurance services. Leading projects and facilitating communication for effective platform usage.
Responsibilities
Assist, with the opportunity to lead, complex onboarding projects
Platform adoption and usage tracking to spot insights.
Prepare reports, presentations, and meeting notes to support client conversations.
Identify areas of inefficiency in the team and propose solutions.
Opportunity to join Account Managers in client conversations
Maintain accurate client data and documentation in CRM systems.
Coordinate internal follow-ups across Product, Support, and Commercial teams.
Monitor account activity and usage data to identify trends for internal review.
Help ensure smooth communication between teams and timely delivery of tasks.
Demonstrate the Whitespace platform’s capability.
Stay curious about the insurance market, digital transformation trends and your own development.
Complete all required compliance and product training.
Take ownership of your learning - developing deep knowledge of the Whitespace platform and the insurance ecosystem.
Demonstrate ethical, transparent, and customer-focused conduct at all times.
Requirements
Familiarity with CRM systems and Microsoft Office tools preferred.
Background in the specialty insurance market preferred.
Naturally curious and eager to learn.
Collaborative team player who enjoys supporting others.
Comfortable working in a fast-paced environment with multiple priorities.
Positive, proactive, and solution-focused mindset.
Willingness to step outside your comfort zone
Interest in technology
Organized and reliable: keeps things on track and accurate.
Supportive and collaborative: enjoys helping others succeed.
Curious learner: embraces new ideas and continuous improvement.
Clear communicator: professional and approachable in all interactions.
Energized and optimistic: brings enthusiasm to the team.
Growth mindset: always wants to learn and improve.
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