What are the responsibilities and job description for the Customer Success Manager (CSM) - Insurance Terminal position at Bold Penguin?
Customer Success Manager - Insurance Terminal
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. Candidates 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 is responsible for compiling and analyzing data based on those relationships, and coordinating extensively with internal teams to ensure maximum partner satisfaction.
WHAT YOU'LL DO
- Develop and maintain strong relationships with clients
- Provide exceptional customer service and support
- Manage client accounts and ensure their success
- Identify opportunities for growth and upsell products and services
- Collaborate with cross-functional teams to ensure client needs are met
- Provide regular reporting and analysis to clients
- Resolve client issues and concerns in a timely and effective manner
SKILLS AND QUALIFICATIONS
- Insurance Agency experience (Personal Lines, P&C experience)
- Bachelor's degree in Business, Marketing, or related field preferred
- Experience working directly with Insurance Agents
- 3 years of experience in customer service, account management, or related field
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Excellent problem-solving and analytical skills
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.
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.
Salary : $49,500 - $91,300