Customer Success Representative - II

August 6

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Developing and managing very special properties.

Hospitality Management • Hospitality Development • Commercial Real Estate Management • Commercial Real Estate Development • Residential Development

51 - 200

Description

• Resolve insurance requests quickly and accurately for our current clients • Deliver top tier customer experience with every interaction • Work closely with current customers to educate them on the benefits of our programs and products while ensuring all accounts are serviced appropriately • Work closely with referral sources and carrier contacts to successfully deliver for our customers • Crush individual, team and department goals • Adhere to our processes related to customer follow up and data gathering • Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team and company • Complete other duties as assigned

Requirements

• An active Property & Casualty insurance license is required before starting • 2+ years working in insurance customer service • Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once • Detail orientation in everything you do: there is a lot of customer and policy information flying by you – having a keen eye here is essential • Prior experience and the ability to demonstrate how to prioritize competing demands while managing your time effectively • Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression • Experience and comfort using a variety of software tools from Salesforce, Excel and G Suite, to include but not limited to policy management and accounting systems • Personal standard for excellence: Strong process orientation and interest in finding better ways to do things • Positive “can do” attitude and a desire to contribute to a growing, energetic work environment

Benefits

• Competitive salary • Flexible time off with an encouraged minimum time away to support a healthy work-life balance • 12 weeks of Paid Parental Leave • Great health, dental and vision coverage • Life Insurance • Flexible Spending & Health Savings Accounts • Stock Options • 401k match • Pet Insurance Reimbursement • Health and wellness benefit • Equipment budget - everything you need to do your best work • Professional development support • Summer hours