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Customer Success Manager managing strategic client relationships for Octadesk's SaaS platform. Focusing on client satisfaction and upselling opportunities while collaborating with internal teams.
About the role
- Responsible for assisting our clients with service and risk management needs
- Managing relationships with clients, prospects, client teams and producers to provide best in class service and drive growth
- Serve as the client contact to answer questions
- Resolve billing issues
- Make policy changes
- Responding to clients in a timely and professional manner
Requirements
- High school diploma or equivalent required
- Minimum three (3) to five (5) years’ experience in Business Insurance
- Property & Casualty license (or ability to obtain in 90 days of employment)
- Insurance designations (i.e. INS, AAI, CISR) or demonstrated knowledge of Business Insurance coverages.
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
- Associates or Bachelors degree preferred
- Experience using Sagitta and/or ImageRight
- Working towards CPCU, CIC, ARM, and/or AU designations or able to demonstrate equivalent knowledge and ability.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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