Customer Success Executive

Full Time
Remote
Posted
Job description

Description

Who We Are

Insurity’s vision is all about empowerment. Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical software. It’s also about empowering our team members through tools, training, teamwork, and professional development opportunities.

To talk the talk, we must walk the walk. We are trusted by 22 of the top 25 Property & Casualty insurance carriers and 7 of the top 10 MGAs in the U.S. today with over 400 cloud-based deployments – and more on the way. That’s proof we walk the walk. While our product suites are some of the most compelling in the industry, it’s our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us.

Our team tells us over and over; working at Insurity offers you the opportunity to collaborate with and learn from some of the most creative and knowledgeable minds in insurance technology. You’ll feel welcomed even before you start your first day with us through our award-winning onboarding program.

Take the first step to joining our team by applying today and we look forward to seeing #UatInsurity.

Insurity’s Next Customer Success Executive

As a Customer Success Executive, you will have the opportunity to assist customers with the implementation of our Predict solutions and enable their success with data analytics. Your role is to lead cross-functional teams to help our customers achieve their strategic goals. During each customer engagement, you will coordinate communication between the customer and team members at Predict to maximize project success and build long-term customer relationships. The Customer Success Executive must be committed to these efforts and passionately driven to making our customers and the Predict team successful.

What Our Customer Success Executive Will Do

  • Relationship Management
  • Develop long-term trusted relationships with key customer stakeholders
  • Work with Sales to structure and close customer renewal contracts
  • Align on strategic objectives with customers and deliver identified customer strategic directives
  • Identify and lead initiatives to maintain and manage customer expectations and satisfaction
  • Have an accurate and current understanding of key projects and issues for all customers within assigned scope of responsibility
  • Ensure appropriate management of and communication to stakeholders of key projects and issues for all customers within assigned scope of responsibility
  • Drive and implement improvements in the use of customer-facing tools
  • Review meeting materials for customer messaging and strategic goals
  • Review and revise minutes / actions from meetings. Drive follow-up actions items from meetings
  • Ensure contract compliance and accurate billing
  • Project Management
  • Perform Customer Portfolio management
  • Ensure consistent application of Customer Relationship best practices
  • Improve and enforce cross-squad Customer Relationship and delivery processes to ensure a consistent customer experience
  • Advocate for customers in Product Roadmap discussions
  • Actively assess the quality and effectiveness of customer interaction points and working processes impacting the customer experience. Work with partners to apply continuous improvement
  • Participate in internal strategic customer discussions
  • Apply the principles in the Agile Manifesto. Create an internal environment built on mutual respect and trust to empower, motivate, and support individuals on the project to enable them to deliver the best results possible
  • Encourage squad and cross-functional resources to self-organize to help foster an innovative practice
  • Open communication with squad and cross-functional resources on customer’s strategic objectives
  • Collaborate with the squad and cross-functional resources to estimate the effort for the identified scope
  • Manage team capacity and ensure a balanced workload among multiple competing needs
  • Proactively identify resource needs. Work with internal partners to secure resources while balancing company strategic objectives and goals
  • Recognize internal risks and issues as early as possible and proactively manage and resolve them to ensure timely resolution

Who We’re Looking For

  • 6+ years in a project management, customer engagement, or similar role
  • Bachelor’s degrees or equivalent work experience
  • Strong verbal communication skills across a diverse set of roles including executives, managers, underwriters, actuaries, IT personnel, and Predict technical team members
  • Excellent written communication skills demonstrating the ability to create succinct, compelling, audience-relevant, objective-oriented written documentation
  • Business, technical and software development acumen
  • Strong multi-tasking capabilities and ability to work in a dynamic, fast-paced environment
  • Preferred: Understanding of P&C Insurance Underwriting and Claim processing

What’s In It For U

  • Flex First Workforce: Do your work best from home or from one of our office locations; it’s your choice.
  • Generous Time Off: Our leadership believes in taking the time you need when you need it through our Open PTO Policy.
  • Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
  • More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
  • Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
  • Real Career Growth Opportunities: We love to promote from within with over 20% of our open roles filled through internal applicants last year.
  • Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
  • Internal Networking: Build relationships, network, collaborate, and stay connected with colleagues internally with our one-of-a kind online Coffee for Two program.
  • Continuous Learning Opportunities: Own your development with your own LinkedIn Learning + [email protected] + Kaplan licenses.
  • Discounted University Tuition: Employees and their families can start or continue their university career with less out-of-pocket investment through our partnerships with the University of Arizona Global Campus.
  • Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a cash bonus.

We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the salary range for this role is $77,000 - $150,000, commensurate with experience.

Insurity is proud to be an Equal Opportunity Employer

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.

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