Related skills
crm account management data analysis upselling renewals📋 Description
- Understand user needs and solve people problems in insurance.
- Own post-sales: onboarding, renewals, upsells for enterprise clients.
- Act as trusted cross-functional advisor to meet customer needs.
- Be product/industry expert; convey value to decision makers.
- Build strong relationships with client stakeholders.
- Use data to understand customer goals and product usage.
🎯 Requirements
- 7+ years in P&C or specialty insurance—underwriting, operations, product, or related.
- Experience in customer success or client-facing roles a plus.
- Experience partnering with large enterprise organizations.
- Strong consultative approach and relationship nurturing.
- Accountability, organization; project management and agile a plus.
- Experience leading diverse teams and training aligned with core values.
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