Customer Success Associate

Posted 7 Days Ago
Hiring Remotely in USA
Remote
Entry level
Insurance • Marketing Tech
The Role
The Customer Success Associate will enhance client experiences by supporting the use of the PolicyFly platform, documenting feedback, and managing customer interactions to drive success.
Summary Generated by Built In

PolicyFly empowers insurers to sell and manage specialty insurance in minutes instead of months. Every year, $200B of specialty insurance like Cyber, Flood, or Trucking is processed over email between agents and insurers. It’s a slow, inefficient world where 55% of agents' time is spent on paperwork and it can take 30-90 days to get coverage. 


Our mission is to create a modern exchange for hard-to-insure things – connecting all parties to automate workflows and consolidate data. We are modernizing specialty insurance with software. 


We’re looking for a passionate “people person” to join us as our Customer Success Associate to help deliver a best-in-class experience to our clients and their insurance agents as usage of our platform continues to grow. 


This role is ideal for someone who is an exceptional communicator, who thrives on connecting with others and building relationships, and who loves the challenge of solving a problem and/or improving on a process for a client. You’ll be asked to be proactive in your response to customer needs, organized in practicing existing and new customer success workflows, and unafraid to learn the PolicyFly platform and understand how it transacts business for various customers.


You’ll have the opportunity to work directly with our COO and within our Program Onboarding and Customer Success teams. As a team, you’ll support our insurers and their agents to help drive success on PolicyFly and growth of our platform.

Responsibilities include:

  • Understanding how PolicyFly is configured for each customer and communicating with customers to help support their work
  • Documenting user-experience and pricing test scenarios 
  • Exploring and activating new support workflows that improve the efficiency of our customers or increase the growth potential of their insurance programs
  • Managing weekly, monthly, or quarterly regroup meetings with each customer
  • Planning, managing, and testing customer requests for new features and/or bug reports
  • Recording and tagging customer support feedback and interviews
  • Managing analytics and reports that summarize key insights about the growth of customer programs on PolicyFly

Requirements

  • 4-year college degree
  • United States/Canada/UK residence only
  • Exceptional verbal and written communication skills

Valuable

  • Familiarity with the basics of Excel
  • Some experience (i.e. internship or job) or demonstrated interest in insurance and/or financial services
  • Some experience (i.e. internship or job) or demonstrated interest in enterprise software

Benefits

  • Competitive salary
  • Health insurance including medical, dental, and vision
  • 401k plan with 4% matching
  • Remote-first company

Top Skills

Excel
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, New York
16 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience. We help insurers build better, more-profitable programs with streamlined online applications, faster and smarter underwriting and the best technology money can buy.

Similar Jobs

Remote
Chicago, IL, USA
15 Employees

Qualtrics Logo Qualtrics

SkillBridge - Customer Success Associate Internship

Artificial Intelligence • Information Technology • Natural Language Processing • Software • Business Intelligence • Generative AI
Remote
United States
5000 Employees

Sisense Logo Sisense

Customer Success Associate

Artificial Intelligence • Big Data • Hardware • Software • Business Intelligence
Easy Apply
Remote
Hybrid
United States
384 Employees
Remote
Chicago, IL, USA
15 Employees

Similar Companies Hiring

MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Effectv Thumbnail
Marketing Tech • Digital Media • AdTech
New York, NY
2157 Employees
Hedra Thumbnail
Software • News + Entertainment • Marketing Tech • Generative AI • Enterprise Web • Digital Media • Consumer Web
San Francisco, CA
14 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account