LW
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
- Assist the Account Management team with all aspects of the account-service process
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Assist with marketing clients to carriers
- Prepare quotes and proposals
- Quickly respond to policy inquiries (email, phone)
- Maintain accurate and organized account files
Requirements
- High School / GED
- 1-2 years insurance industry experience or equivalent combination of education & experience
- Property & Casualty License or willingness to obtain within first 6 months
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Computer skills: proficiency with Microsoft Office Suite and Outlook
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Flexible spending account (FSA)
- Health savings account (HSA)
- 401(k) retirement plan
- Paid time off
- Eligible bonuses
Job title
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Experience level
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Degree requirement
Location requirements
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