• Provide ongoing tactical support to CS leads for high-touch customers. • Respond to customer inquiries and support tickets via email and Zendesk, ensuring timely and high-quality responses • Track and document customer feedback, trends, and common pain points to inform internal teams. • Triage and escalate product issues and bugs to the Product team, ensuring clear documentation and follow-through. • Identify upsell opportunities for low-touch customers and proactively flag them. • Oversee low-touch customers to ensure retention and satisfaction • Create, maintain, and enhance written and video-based help center content, FAQs, and self-service resources. • Support the development of curriculum and training materials for LMS (Learning Management System). • Build onboarding and training collateral tailored to different customer segments. • Develop resources that align with the customer journey to drive adoption and retention. • Collaborate with CS, Product, and Marketing teams to ensure content is up-to-date and aligned with customer needs.

• Field inquiries from potential clients via phone, email, and online forms • Match clients with therapists that best suit their psychological needs and logistical preferences. • Schedule appointments based on providers' availability and abilities • Manage lead nurturing processes to convert inquiries into active clients. • Maintain high levels of client satisfaction and service excellence throughout the intake process. • Collaborate with therapists and support staff to ensure seamless client transitions. • Keep accurate records of client interactions and statuses in our CRM system. • Provide a warm, friendly, and welcoming environment upon initial contact with each patient, in addition to providing a warm handoff to providers and support staff. • Stay informed about the latest developments in mental health to enhance client interactions.

• Own and manage a portfolio of financial services clients (including banks, fintechs, and credit unions) across the AMER region, ensuring ongoing satisfaction and value realization from Entersekt’s solutions. • Develop and execute tailored client success plans, aligned to each client’s business goals, strategic initiatives, and adoption maturity. • Monitor client health and engagement, using data to proactively identify risks, surface opportunities, and ensure long-term satisfaction and renewal. • Drive renewals, upsells, and expansion opportunities, identifying qualified leads and collaborating closely with the Commercial team to support revenue growth. • Recognize expansion opportunities and effectively qualify them for Sales counterparts to bring to closure. • Serve as the voice of the customer internally by feeding insights back into Product, Engineering, and Support teams to improve features, service quality, and innovation. • Manage escalations and support coordination, ensuring issues are resolved promptly and clients feel supported and prioritized. • Support strategic initiatives within the Client & Partner function and contribute to process improvements and best practices. • Document and manage all customer engagement information – including updates on critical contacts, statuses, next steps, and related items. • Consistently achieve on-time renewal revenue targets.

Role Description If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. The Agency Success Manager (ASM) is a highly motivated insurance professional with a proven ability to grow revenue, build lasting producer relationships, and navigate a dynamic sales environment. You’ll manage a portfolio of assigned producers, serving as a trusted partner who helps them expand their business and deepen their loyalty to SageSure. This role combines regular producer engagement, periodic in-person field travel, and select tradeshow participation. You’ll collaborate across Sales, Marketing, and GTM teams to execute onboarding, enablement, and retention strategies - while providing market insights to influence our regional plans. - Manage a defined portfolio of producers, focusing on emerging and high-potential agencies. - Build strong, consistent engagement through phone, video, email, and in-person visits. - Achieve assigned growth goals by engaging producers in sales conversations, uncovering opportunities, and addressing challenges. - Deliver a compelling value proposition for SageSure’s niche offerings in a conversational, persuasive manner. - Provide credible field intel on market trends, producer challenges, and competitive activity to inform state and regional strategy. - Collaborate with Marketing, Sales Managers, and GTM leads to execute campaigns, onboard new producers, and strengthen agency retention. - Create and adapt call scripts, engagement emails, and video messaging to drive producer action. - Participate in tradeshows and industry events as directed by regional leadership. - Track and report on sales and marketing campaign outcomes. - Partner with cross-functional teams to resolve producer issues, address production gaps, and maintain a positive agency experience. Qualifications - 3–5 years in field sales, marketing, account management, or relationship support - preferably in personal lines P&C insurance (sales, service, underwriting, or agency). - P/C License or Professional Designation (CIC, CPCU, ARM, or other similar designation). - Strong business acumen with the ability to plan, prioritize, and manage multiple deadlines independently. - Account management experience in both virtual and in-person settings. - Exceptional verbal and written communication skills, with confidence in influencing outcomes. - Proficiency in Microsoft Excel, Word, and PowerPoint; ability to quickly learn reporting tools such as Domo. - Experience using Salesforce CRM or similar platforms. - A mindset of urgency, initiative, adaptability, and continuous learning. Requirements - Experience delivering training, mentoring peers, or supporting new hire onboarding. - Background in collaborating across multiple functions to achieve shared goals. Company Description Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders. We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.