Insurance Customer Success Coordinator

Added
13 hours ago
Type
Full time
Salary
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Related skills

salesforce g-suite underwriting policy management property & casualty

📋 Description

  • Advise clients on Embroker platform features (policy uploads, certificates, claims, self-service).
  • Guide clients to optimize their insurance strategy and risk management.
  • Provide market updates and recommendations aligned with client objectives.
  • Lead preparation of applications and ensure accurate data submission.
  • Submit new business applications via carrier portals (BOP, GL, WC).
  • Gather underwriting information from producers to support submissions.

🎯 Requirements

  • Bachelor’s degree in business, marketing, communication or related field.
  • Property & Casualty license in resident state with 3+ years experience.
  • Technical knowledge of property & casualty coverages.
  • G-Suite and Salesforce experience a plus.
  • Ability to prioritize in fast-paced, high-volume environments with minimal training.
  • Ability to deliver high-quality client service and work cross-culturally on a global team.

🎁 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.
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