Insurance Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager (Insurance).

Key Responsibilities

• Manage a customer book of around $3 million ARR within the Insurance/Insuretech vertical
• Onboard new customers and guide them through product setup, training, and initial usage
• Conduct regular stakeholder check-ins and business reviews to assess progress and discuss future goals

Required Qualifications

• 5+ years experience in account management or customer success
• Experience in managing customer success programs, retention, and upselling strategies
• B2B SaaS experience preferred
• Insurance or Insuretech experience required
• Strong track record of building customized reports and presentations