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Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed. Largest cloud-based software provider for the Property & Casualty market. Trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Collaborate with creative and knowledgeable minds in insurance tech. Culture that fosters innovation, teamwork, and continuous learning.
Customer Success Manager
Location
United States + 1 moreAll locations: United States | Canada
Posted
136 days ago
Salary
$60K - $103K / year
Seniority
Lead
No structured requirement data.
Job Description
Customer Success Manager
Insurity
Role Description We’re seeking a dynamic and versatile Senior Customer Success Manager to join our team and play a pivotal role in driving customer success, solution adoption, and strategic growth within our Insurity Marine Suite (IMS) product group. This cross-functional role blends Sales, Customer Success, Solution Consulting, and Product Expertise to deliver value to our P&C Insurance customers. You’ll be responsible for building strong in-person relationships with key stakeholders and partnering with our customers to ensure their strategic business objectives are understood and that their utilization of the Insurity Marine Suite Product is appropriately leveraged to drive these objectives. This role requires domain knowledge in Marine Cargo Insurance, is based in North America, and requires regular in-person engagement with clients and partners. What Our Senior Customer Success Manager Will Do - Relationship Management - Primary point of management contact for assigned customers - Accurately capture minutes/actions from meetings - Prepare professional presentations/reports and effectively lead customer meetings - Ensure workflow management system and customer-facing tools are up to date - Provide tool self-service support for customers - Understand Customer KPIs; measure and track regularly - Maintain/manage customer expectations and satisfaction - Develop working relationships with Customer System Champions - Independently transition low complexity customers from the implementation team - Ensure contract compliance and accurate billing - Understand the customer experience and loyalty measures in place (NPS, references, etc.) - Ensure a strong understanding of internal customer organization, political landscape, and stakeholder personalities - Demonstrate thorough knowledge of customers’ business challenges, opportunities and how our products and solutions address them - Uncover potential cross-sell and upsell opportunities - Enhancement Delivery - Facilitate end-to-end management of cross-functional medium complexity enhancements in accordance with product specific procedures - Draft change requests and Statements of Work for small to medium complexity enhancements - Demonstrate an understanding of revenue recognition and account measurements - Internal Process - Demonstrate competency in all internal processes & practices - Support Continuous Improvement initiatives - Provide mentorship to team members - Stay up to date on industry and job related trends and best practices, including reading relevant publications, articles, blogs, etc. - Other duties as assigned Qualifications - Minimum 1-3 years' experience in Marine Cargo Insurance, Logistics or Logistics Software - Minimum 1-3 years' experience in customer success related role, interfacing and working directly with customers - Bachelor’s degree in related field (equivalent work experience may be considered) - Ability to create succinct, audience relevant, objective oriented written documentation (emails, PowerPoint, Word documents etc.) - Analytical and critical thinking - Written and oral English communication - Time management including work planning, prioritization, and organization - Ability to handle multiple priorities or tasks - Self-starter and quick learner - Detail-oriented - Active listener - Ability to collaborate and work autonomously - Flexible and adaptable - Expectation Management - Project Management - Process analysis, design, and management - Business Acumen - Technical Acumen - Software Development Acumen - Change management - Ability to articulately present information - Meeting facilitation and management - Ability to disagree and commit - Up to 10% travel required - Demonstrate these skills at a high proficient level: Data Analysis, Coaching, training and mentoring, Customer Advocacy Benefits - Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities - Take Time When You Need It: Open PTO Policy empowers you to recharge when it matters most - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings - Living Our Values Every Day: Core values guide how we hire, grow, and retain talent - Award-Winning Onboarding: Designed to set you up for success and help you make an immediate impact - Grow Your Career from Within: Over 20% of our open roles are filled by internal candidates - Mentorship That Matters: Connects you with experienced leaders committed to helping you grow - Stay Connected with Coffee for Two: Internal networking program helps build meaningful connections - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development - Invest in Your Future—And Your Family’s: Access discounted tuition through partnership with the University of Arizona Global Campus - Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board
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