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Customer Success Executive

Company: Insurity
Location: Hartford
Posted on: May 3, 2021

Job Description:

DescriptionAbout us:Insurity is a leading property and casualty insurance software and data analytics providers, working with some of the world's largest insurers, brokers, and MGAs, including 15 of the top 25 P&C carriers in the US. With 900+ team members globally, 6 office locations, and 300+ customers, we have a deep understanding of the insurance business, unparalleled technology expertise, and a singular focus of delivering a simplified insurance experience to our customers.We are currently looking to fill the following position:Customer Success ExecutiveAre you a high-energy and dynamic leader who enjoys supporting customers and acting as a trusted advisor? Are you someone with managerial/lead experience with a strong insurance background who is able to work effectively with customers and executive stakeholders? Do you thrive in a fast-paced environment, are flexible and adaptable with an ability to focus on multiple priorities? Are you a critical and analytical thinker with a keen eye for detail? If any of these speak to you, check out this exciting opportunity below!As a Customer Success Executive, you will be the primary customer contact for Insurity's largest and most complex customers. You will be the main customer advocate providing day to day customer support by providing oversight and management of various cross-functional resources interacting with the customer. You will prepare all meeting materials for customer messaging, lead customer-facing meetings, as well as produce the meeting notes and action items from the meetings. What you will be doing as part of the Customer Success TeamWorking across functions with peers in other groups to ensure collaboration for shared goalsAs the customer's trusted advisor, identify and lead initiatives to maintain and manage customer expectations and satisfaction, as well as encourage platform utilization and growthDemonstrate a deep understanding of internal customer organization, political landscape, and stakeholder personalitiesCoordinate a smooth transition for customers from the Services/Implementation team to Customer SuccessPrepare for and participate in Deal Review meetingsDrive improvements in the use of customer-facing tools, support, and troubleshooting processesEnsure contract compliance and accurate billingProvide guidance on how to positively impact the customer experience and loyalty measures in place (NPS, references, etc.)Uncover potential cross-sell and upsell opportunities while involving Sales as neededExecute end-to-end management of cross-functional enhancements and projects, including change requests and Statements of WorkEnsure the application of appropriate revenue recognition and account measurement principlesParticipate in the assessment of the quality & effectiveness of customer interaction points and working processes impacting customer experienceEnsure consistent application of best practicesIdentify and lead continuous improvement initiativesAdvocate for customers in Product Roadmap discussionsWhat you'll need: Minimum of 7 years in a customer-facing role, preferably within the software and/or insurance industryMinimum of 4 years working with national accounts (not just local or regional) or dealing with multiple stakeholdersStrong written and oral English communication skills with ability to articulately present information both in-person (presentations) and in written formLeadership acumen in resolving conflicts and communicating effectivelyBusiness acumen with proven ability to negotiate complex business situations, and develop strategic alignment on priorities across the teamStrong ability to establish relationships and to influence both inside and outside your area of responsibilitySelf-starter mentality with an eagerness to learn and ability to collaborate and work autonomously, with strong multi-tasking skillsAdvanced Microsoft Office skills specifically with Excel, Powerpoint and WordAbility to travel up to 30%*Nice to haves:Bachelor's or graduate level degree in Business (MBA), computer science, or PMP designation preferredUnderstanding of software engineering and application development, software lifecycle an assetInsurance knowledge specifically in Property Casualty, would be a strong assetProcess analysis, design and management along with data analysisExperience with Customer Community Platform and Customer Success Management tools such as SalesforceExperience with Resource Allocation/Workflow tools such as Clarity, SAP, PPM, Remedy etc.Location:This role will be based Hartford, CT or Remote - US or Remote - Canada.*Travel: Any roles that involve travel are not to be expected to resume until further notice due to COVID-19.OurBenefits:Collaborative Culture | Flexible Hours | Growth OpportunitiesDay 1 Health Insurance Coverage | Open PTODoes Insurity sound like the right place for you? Send us your application and a cover letter highlighting what sets you apart from the nice-to-haves and makes you a must-have for our team!Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be surity is proud to be an Equal Opportunity EmployerSDL2017

Keywords: Insurity, Hartford , Customer Success Executive, Other , Hartford, Connecticut

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