PG
Patronus GroupCustomer Success Agent
Customer Success Agent managing customer inquiries and feedback at a health tech startup in Berlin. Collaborating with teams for continuous improvement and client satisfaction.
About the role
- Manage small to midsized group accounts, focusing on modernizing existing plans and updating contractual provisions
- Collaborate with Account Executives (AEs) to assess client needs, generate and present add-on sales proposals, plan revisions, and solutions
- Support renewal processes, including preparing proposals, negotiating discounts within established guidelines, and ensuring smooth client experiences
- Actively contribute to team revenue expansion and retention goals through upselling and cross-selling strategies
- Analyze client data to identify sales and retention opportunities, providing proactive recommendations based on claims data and client feedback
- Engage with advisors, brokers, and internal stakeholders to resolve escalated client concerns and improve customer satisfaction
- Recommend process enhancements and workflow improvements to increase efficiency and enhance the overall client experience.
Requirements
- Post-secondary education such as diploma or Bachelor’s degree in Business Administration, Marketing, Communications, or a related field
- Minimum 2 years of equivalent experience in sales, customer relationship management, insurance, financial services, or related field
- Previous experience in group benefits, insurance, or financial services is preferred
- Preference will be given to those candidates that possess Life, accident & sickness insurance licensing
- Proven ability to manage client relationships, analyze data, and drive customer retention and growth
- Proficiency in CRM software (e.g., Salesforce, Microsoft Dynamics) and data analytics tools
- Strong aptitude for sales processes, decision-making abilities, and excellent communication skills
- Self-motivated with the ability to work independently and collaboratively within a team environment
- Strong interpersonal skills with the capability to engage effectively with internal and external stakeholders.
Benefits
- Flexible work style arrangement
- Opportunities for career growth
- Recognition for contributions
- Diversity and inclusion practices
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
SA
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