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Embroker logo
Embroker

Radically Simple Insurance

Insurance Customer Success Coordinator

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 51-200Since 2015H1B SponsorCompany SiteLinkedIn

Location

Alabama + 29 moreAll locations: Alabama | Alaska | Arizona | Florida | Idaho | Iowa | Kansas | Kentucky | Louisiana | Maine | Montana | Nebraska | Nevada | New Mexico | North Carolina | North Dakota | Oklahoma | Michigan | Minnesota | Mississippi | Missouri | South Carolina | South Dakota | Tennessee | Texas | Utah | Virginia | West Virginia | Wisconsin | Wyoming

Posted

74 days ago

Salary

$60K - $85K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Insurance Customer Success Coordinator

Embroker

• Advise clients on maximizing the benefits of the Embroker online platform, including features such as policy uploads, certificates, claims management, and self-service tools • Guide clients in how to optimize their insurance strategy and risk management approach • Provide clients with information about the state of the market, address basic policy questions and offer recommendations that align with both client objectives and current industry standards • Lead the preparation of applications and ensure accurate data submission, and provide consultative support throughout the application process • Prepare and submit new business applications through carrier-direct portals across BOP, General Liability, and Workers’ Compensation lines • Gather and organize underwriting information from producers to support accurate and complete submissions • Run quotes through multiple carrier portals and compile comparison summaries for producer review • Follow up with carriers on outstanding quotes, subjectivities, and underwriting questions • Assist in quoting proprietary digital products and identify opportunities to round out accounts with ancillary coverage • Oversee and manage client requests for certificates and endorsements, using your judgment to prioritize and resolve complex issues efficiently. • Independently evaluate and recommend new products, services, or coverage options that will benefit clients • Stay up to date on industry trends, coverage innovations and regulatory changes • Work closely with internal teams to identify opportunities for service strategy enhancements • Leverage insights from client interactions to make recommendations that improve overall service delivery and platform effectiveness. • Perform other duties as assigned

Job Requirements

  • Bachelor’s degree in business, marketing, communication or related field
  • Property & Casualty license in the resident state with 3+ years experience
  • Technical knowledge of property & casualty coverages
  • Experience with G-Suite and SalesForce a plus
  • Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training
  • Ability to deliver high-quality client service outcomes and satisfaction
  • Ability to work cross culturally on a global team
  • Prolonged periods of time sitting at a desk and working on a computer
  • Ability to perform at a high-level in a remote work environment

Benefits

  • Health, dental, and vision coverage
  • Retirement savings with employer match
  • Paid parental leave
  • Flexible time off and wellness support
  • Employee assistance programs
  • Remote work stipend
  • Equity participation

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