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Client Success Advocate

Epremium Insurance Company Llc
Mason, OH Full Time
POSTED ON 10/8/2024 CLOSED ON 12/8/2024

What are the responsibilities and job description for the Client Success Advocate position at Epremium Insurance Company Llc?

About Inhabit

Inhabit is a global proptech software company serving the residential and vacation property management industries. Our team members deliver best-in-class software solutions and services while fostering innovation and collaboration with business leaders and industry experts. Inhabit believes that property managers are central to the success of the residential and vacation housing markets and delivers products built to empower them, their investors, and communities. Come help build the company you want to Inhabit. To learn more, visit Inhabit.com.

About ePremium Insurance

We are passionate about building a world-class sales team, as we believe that exceptionally talented people are the key to delivering a great customer experience at every turn. We provide a unique opportunity to grow by being surrounded with a team of brilliant and experienced individuals and leaders. Our team is dedicated to cultivating personal and professional development by creating a culture of feedback, transparency, innovation, passion, learning and winning. Our business is dependent on happy clients who understand and participate in the ePremium vision.

Job Description Summary

We are looking for a Client Success Advocate that supports the account management teams. The Client Success Advocate will be a contact point with all departments to ensure clients are supported and their needs are met. You will ensure that communication with existing clients is met, and their needs are supported. Conduct client training with new and existing clients.

What Youll Do (Functions & Responsibilities)

  • Update and maintain customer data in CRM
  • Email correspondence
  • Monthly and custom report generation
  • CRM maintenance
  • Participate/Lead Client Training sessions
  • Support Sales and Account Management Teams
  • Corporate contact for Client base
  • Work across all Departments to support Client needs
  • Assist in onboarding new Clients
  • Maintain monthly contact with existing Client base
  • Outbound Client calls to drive product adoption

What Were Looking For (Minimum qualifications)

  • 1 years of customer service experience
  • Basic Excel functionality
  • Ability to multi-task in fast paced environment
  • Problem solving skills
  • Root cause analysis
  • Flexibility to transition from one task to another
  • Business and organizational skills
  • Time management
  • Verbal and written communication
  • Strong phone etiquette

Education Requirements

  • High school degree or equivalent, some advanced study preferred

Type

  • Salaried, Exempt, Full-Time

Location

  • Mason, Ohio (Hybrid)

Benefits Include

  • Competitive Pay
  • Health Insurance: Medical, Dental, Vision and Prescription Plans
  • Health Savings Accounts
  • Flexible Spending Account
  • Dependent Flexible Spending Account
  • Critical Illness
  • Accident
  • Retirement Savings Plan (401K) with discretionary company match
  • Short and Long Term Disability
  • Company Paid $25,000.00 life insurance
  • Supplemental Life and AD&D Insurance
  • Employee Assistance Program
  • Paid Holidays
  • Paid Vacation
  • Paid Volunteer Time
  • Inhabit Employee Discount Programs

Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants.

#Inhabithires

Salary : $25,000

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