Customer Success Account Manager (PT Shift Coverage )

Customer Success Account Manager (PT Shift Coverage Required)

Join to apply for the Customer Success Account Manager (PT Shift Coverage Required) role at Bold Penguin.

Brief Description

The Customer Success Manager (CSM) is the primary liaison between Bold Penguin and all of our partners. Our CSMs own interactions with specific partners, developing relationships with them while improving their experience and ensuring success and satisfaction with our products and services. Additionally, this role compiles and analyzes data based on those relationships and coordinates extensively with internal teams to ensure maximum partner satisfaction.

What You'll Do

Develop strong, long-lasting relationships with customers by staying in constant communication and efficiently resolving issues.

Provide exceptional customer service and support by serving as a product and company advocate, continually educating customers on Bold Penguins capabilities.

Manage client accounts and ensure they are optimizing the product and receiving the highest return on investment possible.

Manage the complete customer lifecycle from onboarding to retention, analyzing areas of risk to prevent churn and identifying opportunities for upsell and expansion.

Collaborate with cross-functional teams to provide insight and relay the voice of customer, ensuring that client needs are prioritized and met.

Provide regular reporting and analysis to clients and internal stakeholders.

Resolve client issues and concerns in a timely and effective manner.

Work with retail agents to help grow their small commercial lines book of business.

Additional duties and responsibilities as assigned.

Requirements

Location: This is a fully remote role, with the exception of onboarding and optional in-office events.

Shift Requirements: This role requires coverage of the Pacific Time (PT) shift. Standard working hours are 8:00 AM to 5:00 PM PT (11-8 ET/10-7 CT/9-5 MT).

Skills & Experience

Bachelor's degree or equivalent experience in Customer Success, Customer Support, Sales, Business Development, Account Management, or related field.

Experience with P&C and Commercial Insurance is required.

3+ years of experience in Customer Service/Support/Success, Consulting Business Development, Account Management, or related field.

Proven experience building strong customer relationships and efficiently communicating cross-functionally.

Excellent written, verbal, presentation, and phone communication skills.

Ability to work independently and as part of a team.

Excellent strategic problem-solving and analytical skills.

Organized and detail-driven, with a commitment to clear documentation.

Physical Requirements

Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.

Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.

Summary

Bold Penguin is a leading integrated digital solution platform dedicated to simplifying small commercial insurance. Our technology makes the quote and bind process quick, effortless, and profitable for all parties - agents, brokers, and carriers. Bold Penguins innovative product suite has digitized and transformed a slow, manual process resulting in reduced costs, increased efficiency, and better overall outcomes. For more information, please visit Or, simply put. We simplify commercial insurance.

Benefits

Medical, Dental, and Vision

Flexible PTO Policy

401(k) with a company match

Employee Assistance Program

Parental Leave

Disability and Life Benefits

EEO Statement

Bold Penguin believes in inclusion. Thats why were proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page. #J-18808-Ljbffr