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Risk Management Customer Advocate

2 months ago

Plano, Texas, United States HerrinHR Full time
About the Role

HerrinHR is seeking a highly skilled Insurance Customer Success Manager to join our team. As a key member of our sales team, you will be responsible for maintaining and cultivating client relationships, driving business growth, and ensuring customer satisfaction and retention.

Key Responsibilities:
  • Maintain and cultivate client relationships while growing goodwill to ensure customer satisfaction and retention of the account.
  • Facilitate weekly/monthly interactions with key stakeholders, including project sponsors, project leads, and single points of contact.
  • Address queries and issues related to the services provided, working with clients and internal stakeholders to help identify, contact, and advise clients on how best to troubleshoot an issue.
  • Cultivate project champions within target client organizations.
  • Provide support in pre-sales activities.
  • Generate reports and analytics as per client requests.
  • Identify opportunities for service enhancement.
  • Develop product roadmaps based on client needs.
  • Conduct demonstrations and workshops tailored to specific clients.
  • Actively lead and manage user workgroups to enhance adoption of our technology solutions.
  • Understand and address change management needs for account managers and CSRs transitioning to technology-driven environments.
  • Strategize and achieve growth targets through account mining within existing relationships.
  • Identify and capitalize on opportunities for upselling and cross-selling.
  • Identify marketing and PR requirements to enhance service delivery and grow existing relationships.
  • Actively engage with end-users to gather feedback and insights for strategic improvements.
Requirements:
  • Bachelor's degree in business, marketing, or a related field.
  • 5-10 years of experience in the SaaS industry, particularly in customer success management (CSM) roles related to risk management and assessment platforms.
  • Previous experience within a risk management team, such as a risk assessment manager or risk assessment analyst.
  • Candidates with experience working within a team responsible for managing insurance requirements for large organizations across various sectors are preferred.
Preferred Skills:
  • Customer-oriented attitude, excellent communication, and presentation skills.
  • Good problem-solving aptitude and the ability to work well with teams.
  • Meticulous planning and execution skills.
  • Reasonable reach into a peer community of CSRs and account managers.
  • Good flair for technology and a willingness to embrace technology in your role.
  • Proactive, persistent, and assertive, with a high level of commitment.
  • Ability to travel extensively (up to 60% of the time) across the US to meet client associates and leaders frequently.