Customer Success Manager

1 semana atrás

Rio de Janeiro, Rio de Janeiro, Brasil U Trust Insurance Agency LLC Tempo inteiro
**About the Role**:
As a Customer Success Manager, you will play a critical role in supporting our clients after the policy bind process (Post-Bind). You will ensure they fully understand how to use our insurance services, assist with onboarding and training, and provide ongoing support to drive satisfaction and retention.
**Key Responsibilities**:
- Manage and support clients through **post-bind processes**
- Help customers understand how to effectively use our services and platforms
- Onboard and train new clients
- Build and maintain strong, long-term relationships with clients
- Respond to customer inquiries and resolve issues in a timely and professional manner
- Monitor customer engagement and identify opportunities for upsell or additional support
- Collaborate with internal teams to continually improve the customer journey
**Tools You'll Use**:
- ** Salesforce Sales Cloud** (CRM & task management)
- ** Zoom Phone and Zoom WorkSpace** (client communication & collaboration)
- ** DocuSign** (document handling & signature collection)
- ** Office 365** (Outlook, Excel, Word, Teams, etc.)
- Other internal systems and tools as required
**Requirements**:
- Previous experience in Customer Success, Account Management, or a related customer-facing role
- Understanding of insurance industry processes is a plus, especially post-bind workflows
- Strong communication and problem-solving skills
- Comfortable with remote work and multitasking across multiple systems
- Tech-savvy and experienced with digital tools and platforms
- Availability to work full-time **during Pacific Time (PT)** business hours
**What We Offer**:
- 100% Remote work
- Collaborative and supportive team culture
- Training and growth opportunities
- Competitive compensation based on experience
**Interested?**
We'd love to hear from you Please submit your resume and a short note about why you're a great fit for this role.

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