See more Collapse

Insurance Customer Success Manager

1 month ago

St Paul, United States McNamara & Company Full time

Overview McNamara Company is a family-owned insurance agency headquartered in Minnesota. We work with multiple insurance carriers to provide our clients with quality insurance policies and excellent customer service. We currently have team members working remotely in multiple states and are licensed in all 50 states The Position The Customer Success Manager will be responsible for bridging the gap between sales (our Producers) and customer support (our clients). In new business, the Producer will complete the sale and handoff to the Customer Success Manager to complete back-end tasks and relay to the Account Manager any further actions that need to be taken. The Customer Success Manager will oversee the new account until all is setup, paid, active, and the customer is happy. This may include working with an Account Manager or working alone to complete these items. In existing, renewal, and ongoing business, the Customer Success Manager will complete annual and/or periodic check-ins with customers and Account Managers in order to ensure ongoing tasks and updates are completed timely and correctly. Customer Success Manager will ensure smooth and positive client experience as well as efficient and streamlined account management internally. The Basics This position is offered 100% remote with office hours of 8am-4:30pm. The day-to-day of this position will be primarily in commercial lines working with our sales team and account managers. The Customer Success Manager will report to the sales team any successes or challenges to best serve clients. Customer Success Managers will also guide and be a resource for Account Managers to maintain an efficient workplace. Qualifications Must have experience working in the insurance industry.

Must currently hold your residence state insurance producer license.

Preferred applicants will have experience in a similar role.

Opportunity We love continuing education and career advancement. McNamara Company sponsors continuing educaiton towards professional designations. We have multiple people who currently hold designations like CIC and CISR and many who are pursuing designations Benefits McNamara Company is proud to offer comprehensive benefits. Medical National network plans

Multiple coverage options

Dental

Vision

Supplemental options long-term disability

short-term disability

accident

hospital confinement

cancer

critical illness

401k with employer match

PTO and Flex time

Fun Facts To stay connected and keep up with one another we host an annual company gathering for employees and their families at our headquarters in Minnesota. We've had comedian performances, photobooths, and cornhole tournaments, among other festivities. A favorite from one of our annual "McPicnics" (as we call them) was this summer's day on the lake - we rented pontoons and spent the day cruising one of MN's 10,000 lakes McNamara Company is now 4 generations into the insurance industry and we've been in business since 1970

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

  • Customer Success Digital Success Manager

    7 days ago

    St Paul, United States EDB Full time

    A Little About Us EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the...

  • Customer Success Manager

    2 months ago

    St Paul, United States Minneapolis Saint Paul Plumbing Heating Air Inc Full time

    Manage staff that books and schedules service calls and do whatever is necessary to achieve department booked call and sales goals. Responsibilities • Generate an inbound and outbound call schedule to boost sales. • Supervise and train staff on how to convert calls into booked service appointments. • Manage dispatch to ensure the right technicians are...

  • Customer Success Manager

    3 weeks ago

    St Paul, United States Minneapolis Saint Paul Plumbing Heating Air Inc Full time

    Manage staff that books and schedules service calls and do whatever is necessary to achieve department booked call and sales goals. Responsibilities • Generate an inbound and outbound call schedule to boost sales. • Supervise and train staff on how to convert calls into booked service appointments. • Manage dispatch to ensure the right technicians are...

  • Strategic Customer Success Manager

    6 days ago

    St Paul, United States EDB Full time

    A Little About Us EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the...

  • Insurance Customer Service Representative

    1 month ago

    St Paul, United States Mayer Insurance Agency Full time

    Description We're looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced in-office work environment. You will manage client communications, nurture important relationships, and keep track of policy details...

  • Insurance Customer Service Representative

    4 weeks ago

    St Paul, United States Mayer Insurance Agency Full time

    Description We're looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced in-office work environment. You will manage client communications, nurture important relationships, and keep track of policy details...

  • Customer Success Specialist

    4 weeks ago

    St Paul, United States Forge Global Full time

    At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest...

  • Customer Success Specialist

    4 weeks ago

    St Paul, United States Forge Global Full time

    At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest...

  • Insurance Renewal Specialist

    2 weeks ago

    St Paul, United States HomeServices Insurance Full time

    HomeServices Insurance, inc. is an independent insurance agency focusing on personal lines insurance products with over 20 different locations in the United States. We have established relationships with many of the top A-rated carriers allowing us to provide solutions for a vast array of customers. Our employees are our most important asset, so we maintain...

  • Customer Success Utilization Manager

    9 hours ago

    St Paul, United States Karl Storz Endoscopy-America Full time

    I. Job Purpose and Core Tasks The Customer Success Utilization Manager plays a critical role in managing overall success, effectiveness, and adoption of the technologies installed (hardware and software of Operation Room/Video installation projects) within their respective regions. This role will be responsible for delivering key roadmaps for brand growth,...

  • Customer Success Business Partner

    7 days ago

    St Paul, United States Anaplan Full time

    Anaplan. As the engine behind back-office system connectivity, you might not recognize our name, but our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, and Bayer are just a few of the 2,000+ companies that rely on our best-in-class platform and its native AI capabilities to see, plan, and lead their businesses. By...

  • Customer Success Manager

    4 weeks ago

    St Louis, Missouri, United States Unite Us Full time

    This is a remote work-from-home position which will require regular travel around the Midwestern US. At this time we are only considering candidates currently based in Central Time. About the Role: Unite Us is hiring a self-motivated Customer Success Manager with strong customer and community-facing skills and a passion for health and social care. The...

  • Customer Success Manager

    1 month ago

    St Louis, Missouri, United States Unite Us Full time

    This is a remote work-from-home position which will require regular travel around the Midwestern US. At this time we are only considering candidates currently based in Central Time. About the Role: Unite Us is hiring a self-motivated Customer Success Manager with strong customer and community-facing skills and a passion for health and social care. The...

  • Customer Success Manager, AI

    4 weeks ago

    St Paul, United States Thomson Reuters Full time

    Onboard and train clients on our software, including developing customized training programs to serve specific client needs Regularly meet and communicate with clients to ensure that their needs are being met and that each client is realizing the ful Manager, AI, Drafting, Customer Experience, Software, Customer

  • Customer Success Manager, CoCounsel

    3 weeks ago

    St Paul, United States Thomson Reuters Full time

    Onboard and train court personnel on our software, including developing customized training programs to serve specific client needs. Regularly meet and communicate with court personnel to ensure that their needs are being met and that each client is Manager, Counsel, Customer Experience, Software, Retail

  • Customer Success Manager

    1 week ago

    St Petersburg, United States vCita Full time

    About Us vcita is a compact, quick-smart app that keeps you fully connected to your business, whenever and wherever you are working from. With vcita, you can track and perform all your daily tasks, from the "first hello"? to the last invoice: charge and collect payments, invite clients to book you online, create branded invoices and quotes, send SMS...

  • Customer Success Manager

    2 weeks ago

    St Petersburg, United States vCita Full time

    About Us vcita is a compact, quick-smart app that keeps you fully connected to your business, whenever and wherever you are working from. With vcita, you can track and perform all your daily tasks, from the "first hello"​ to the last invoice: charge and collect payments, invite clients to book you online, create branded invoices and quotes, send SMS...

  • Customer Success Manager

    2 weeks ago

    St. Petersburg, United States vcita Full time

    About Usvcita is a compact, quick-smart app that keeps you fully connected to your business, whenever and wherever you are working from.With vcita, you can track and perform all your daily tasks, from the "first hello"​ to the last invoice:charge and collect payments, invite clients to book you online, create branded invoices and quotes, send SMS...

  • Customer Success Manager

    2 weeks ago

    St Petersburg, United States vcita Full time

    About Usvcita is a compact, quick-smart app that keeps you fully connected to your business, whenever and wherever you are working from.With vcita, you can track and perform all your daily tasks, from the "first hello"​ to the last invoice:charge and collect payments, invite clients to book you online, create branded invoices and quotes, send SMS...

  • Insurance Renewal Specialist

    1 week ago

    Saint Paul, United States HomeServices Insurance Full time

    HomeServices Insurance, inc. is an independent insurance agency focusing on personal lines insurance products with over 20 different locations in the United States. We have established relationships with many of the top A-rated carriers allowing us to provide solutions for a vast array of customers. Our employees are our most important asset, so we maintain...