Customer Success Manager (CSM) - Exchange

Customer Success Manager (CSM) - Exchange
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 Penguin's 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 www.boldpenguin.com .
Or, simply put....
We simplify commercial insurance.
This is a hybrid role. Applicants must reside within 50 miles of Columbus, Ohio.
YOUR ROLE
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.
Exchange Customer Success Manager - You will work with partners who utilize the Bold Penguin Exchange and the Bold Penguin Terminal. The Exchange delivers commercial lines leads for agents, enabling targeted prospect acquisition within preferred risk profiles. Our partners can send prospects into the Exchange or receive them.
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 Penguin's 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. Focus on exchange accounts with a minimum annual spend of $24,000 -$40,000 a year (Exchange CSM Only)

SKILLS AND QUALIFICATIONS

• Bachelor's degree or equivalent experience in Customer Success, Customer Support, Sales, Business Development, Account Management, or related field
• P&C Experience; Commercial Insurance experience strongly preferred
• 3+ years of experience in Customer 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.
• Occasionally required to stoop, kneel, bend, crouch and lift and carry up to 50 pounds.
• Must be able to access and navigate the corporate office.

BENEFITS
We offer competitive compensation and progressive benefits that include:

• Medical, Dental, and Vision
• Generous PTO Policy
• 401(k) with a company match
• Employee Assistance Program
• Parental Leave
• Disability and Life Benefits

Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference regularly and hold all - hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
The national salary range for this role is $50,985 to $94,039. The expected starting salary range for this role at Bold Penguin is $50,985 to $83,945.
Bold Penguin believes in inclusion. That's why we're 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 .
If you are an applicant who resides in the state of California, please review our Employee Privacy Notice here .