Peachy Insurance logo
Peachy Insurance

Change the way you feel about insurance!

Customer Success Manager

Location

United States

Posted

1 day ago

Salary

$65K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Customer Success Manager

Peachy Insurance

• Keep clients happy and engaged • Monitor client messages and respond quickly • Conduct monthly check-ins focused on problem solving • Own the HubSpot ticketing pipeline • Manage onboarding for new agent clients • Maintain an at-risk scoring system • Collaborate with the sales team for upsell opportunities • Maintain a professional presence on LinkedIn and Facebook

Job Requirements

  • Presents well and carries themselves with confidence
  • Sharp with data
  • Follow up without being asked
  • Honest when something is wrong
  • Can hold a business conversation
  • Manages CRM tools well
  • Comfortable traveling to events
  • Insurance experience is a plus

Benefits

  • Health insurance
  • Vision insurance
  • Dental insurance
  • Mental health benefits
  • 401(k)
  • 401(k) matching
  • Paid time off
  • Professional development assistance
  • Volunteer time off
  • Work from home

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