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Click&BoatCustomer Success Agent – French/English
Customer Success Agent managing inquiries and resolutions for Click&Boat's customers. Working in a dynamic team to ensure service quality and effective communication.
About the role
- Establish, cultivate and manage the customer relationship at multiple levels, serving as a healthcare consultant and trusted business advisor and deliver customer-centric solutions
- Build relationships with consultants and brokers, recognizing the value they bring to our clients
- Successfully manage upsells of new product lines and renewals of current clients
- Effectively plan, negotiate and influence the interactions and relationships with customers, their brokers / consultants and internal team members to achieve strategic account goals
- Deliver regular reporting to customer including plan performance and service results
- Create and clearly articulate the value story, trend drivers and tracking of solutions performance to the customer
- Develop a strategic plan for a mid-market size book of business to efficiently meet role objectives
Requirements
- 3-5 years of experience within the employer benefits or insurance industries
- Proven track record of working with mid-sized employers for client relationship management and consultation within health care benefits segment
- Excellent negotiation, collaboration, and listening skills
- Excellent messaging, positioning and presentation of information for client impact
- Strong project management skills
- Strong business and financial acumen
- Ability to work under pressure and prioritize responsibilities
- Prior success in a fast-growing organization
- Resides in the Northeast region of the US
Benefits
- Paid family and parental leave
- Preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support)
- Family and pet care fund
- Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office)
- Onsite meals and snacks for employees reporting into our NY office
Job title
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Experience level
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