Insurance Customer Success Coordinator - Remote

Overview

The Insurance Customer Success Coordinator at Embroker is responsible for managing client service strategies and ensuring optimal outcomes for clients through technical support and platform navigation.

In Short

• Fully remote position with a focus on client service strategy.
• Responsible for advising clients on maximizing the Embroker online platform.
• Guide clients in optimizing their insurance strategies and risk management.
• Provide market information and policy recommendations.
• Lead preparation of applications and ensure accurate data submission.
• Manage client requests for certificates and endorsements.
• Stay updated on industry trends and regulatory changes.
• Collaborate with internal teams to enhance service strategies.
• Evaluate and recommend new products or services for clients.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in business, marketing, communication or related field.
• Property & Casualty license with 3+ years of experience.
• Technical knowledge of property & casualty coverages.
• Experience with G-Suite and SalesForce is a plus.
• Ability to manage resources in fast-paced environments.
• Strong client service skills and satisfaction focus.
• Ability to work cross-culturally on a global team.
• Ability to perform well in a remote work environment.

Benefits

• Health, dental, and vision coverage.
• Retirement savings with employer match.
• Paid parental leave.
• Flexible time off and wellness support.
• Employee assistance programs.
• Remote work stipend.
• Equity participation.