Customer Success & Operations Manager at Insurtech Insights

Posted 4 Days Ago
Be an Early Applicant
London, Greater London, England
Mid level
Insurance • Financial Services
The Role
The Client Success Associate will manage client relationships post-contract by coordinating with internal teams, ensuring expectations are met, maintaining records using CRM, and collecting feedback post-events. The role requires excellent organization and communication skills for delivering exceptional service.
Summary Generated by Built In

About us

Insurtech Insights is a community, connecting industry executives, entrepreneurs and professionals. We are a start-up on a growth journey who help leaders evolve and create stronger businesses through people and technology. We aim to address the challenges and opportunities for Insurance and Insurance Tech. We bring together the most influential executives, investors, and entrepreneurs to share their insights on how technology will shape the future of Insurance, as well as forge long lasting partnerships and client relationships.

Insurtech Insights is part of United Media (https://www.united-media.com/) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. 

What we offer you

As our Client Success, you get the unique opportunity to take ownership of our success. To ensure a never-ending growth curve, we provide you with:

  • The opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business.
  • Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally.
  • Travel opportunity: You will be joining our conferences overseas.
  • Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience 
  • Attractive compensation package.
  • Gain a lot of new relationships with global industry leaders while growing your personal brand.

Responsibilities: 

  • Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients.
  • Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable. 
  • Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events.
  • Maintain accurate records of client interactions, contracts, and agreements using our CRM.
  • Providing daily support to sponsors to facilitate their registration through our internal management systems.
  • Building an internal knowledge base and helping with the onboarding of new clients.
  • Collect feedback from clients post-event to evaluate satisfaction levels and identify areas for improvement.

What we expect from you

we are looking for candidates who:

  • Take ownership of everything you do, be proactive and follow through on commitments.
  • Are well-organised, and detail-focused and display the ability to structure and prioritise their work.
  • Have acquired a bachelor’s or master’s degree with outstanding results
  • Have a UK work permit
  • Fast learning and competent with new systems
  • Proficiency in CRM software and Google Docs Editors suite.
  • 3+ years of experience in client management, account management, or customer success roles.

Top Skills

Crm Software
The Company
London
57 Employees
On-site Workplace

What We Do

Insurtech Insights is a global ecosystem aiming to connect industry leaders and decision makers with innovative startups who are challenging the insurance market, in order to create mutual business opportunities and accelerate growth.

Our vision is to foster debate around the most innovative technology topics impacting the Insurance industry today.

Learn more on our website https:/www.insurtechinsights.com/

Do you have news you would like to share with the World's Largest Insurtech Community? Please feel free to send us an email: [email protected]

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