Customer Success Manager (English and Russian/Ukrainian are required)
U Trust Insurance Agency LLC
Roma
20
Scarso
help
thumb_up Mi piace
Azienda: U Trust Insurance Agency LLC Roma
As a Customer Success Manager, you will play a critical role in supporting our clients after the policy bind process ( Post- Bind). You will ensure they fully understand how to use our insurance services, assist with onboarding and training, and provide ongoing support to drive satisfaction and retention.
Key Responsibilities
•
Manage and support clients through post-bind processes
•
Help customers understand how to effectively use our services and platforms
•
Onboard and train new clients
•
Build and maintain strong, long-term relationships with clients
•
Respond to customer inquiries and resolve issues in a timely and professional manner
•
Monitor customer engagement and identify opportunities for upsell or additional support
•
Collaborate with internal teams to continually improve the customer journey
Tools You’ll Use
•
Salesforce Sales Cloud (CRM &task management)
•
Zoom Phone and Zoom Work Space (client communication &collaboration)
•
Docu Sign (document handling &signature collection)
•
Office 365 ( Outlook, Excel, Word, Teams, etc. )
•
Other internal systems and tools as required
Requirements
•
Previous experience in Customer Success, Account Management, or a related customer-facing role
•
Understanding of insurance industry processes is a plus, especially post-bind workflows
•
Strong communication and problem-solving skills
•
Comfortable with remote work and multitasking across multiple systems
•
Tech-savvy and experienced with digital tools and platforms
•
Availability to work full-time during Pacific Time (PT) business hours
What We Offer
•
100% Remote work
•
Collaborative and supportive team culture
•
Training and growth opportunities
•
Competitive compensation based on experience
Interested?
We’d love to hear from you! Please submit your resume and a short note about why you're a great fit for this role.
✔ U Trust Insurance Agency LLC