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Customer Relationship Manager

2 months ago

Durham, North Carolina, United States PolicyGenius Full time
About the Role

We are seeking a highly skilled and motivated Customer Relationship Manager to join our team at Policygenius. As a key member of our customer engagement team, you will be responsible for delivering exceptional customer experiences while driving sales and revenue growth.

Key Responsibilities
  • Become a licensed expert on our term life insurance products through independent onsite training and cross-team collaboration
  • Ensure a seamless and transparent customer experience with regular status updates and an emphasis on customer retention
  • Master workflows while navigating insurance carrier websites and our proprietary CRM software, and take the lead in troubleshooting and proposing solutions
  • Address customer inquiries about the life insurance buying process, including application, underwriting, and policy delivery
  • Communicate adverse underwriting decisions with empathy and tact, and recommend alternative options when available
  • Communicate effectively with internal stakeholders and leave clear notes for colleagues
Requirements
  • Willingness to obtain a life insurance license
  • A customer-centered mindset, motivated by solving problems for customers and the team
  • Strong communication and effective listening skills, with attention to detail
  • Ability and willingness to provide and receive actionable feedback to drive efficiency and best-in-class customer experience
  • Honesty and integrity, with a commitment to doing the right thing for customers and the team
  • A teamwork mindset, taking ownership of work and contributing to team success
  • The desire to learn and grow professionally, and contribute to the success and culture of the company
  • A high degree of comfort in getting involved in the sales process
Preferred Qualifications
  • 1+ years of client-facing work experience and a Bachelor's degree (or relevant work experience in lieu of degree)
  • Retention sales experience
  • A life insurance agent or broker license
What We Offer
  • Company-paid health, dental, vision, life, and disability insurance
  • 401(k) plan, FSA, and commuter benefits
  • Generous PTO
  • Training, mentorship, and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers