Policyholder Success Specialist

Job Summary

A company in the insurance industry is seeking a Policyholder Success Specialist.

Position Responsibilities:

• Act as the primary point of contact for new and existing clients and policyholders, answering coverage questions and completing interactions via phone, chat, and email
• Build relationships with clients and serve as their advocate by becoming a trusted adviser and leveraging learnings from key accounts to drive value at scale to the broader client base
• Coordinate cross-functionally to maximize overall customer account health, monitor customer health, and proactively address potential issues to minimize churn

Qualifications:

• B.A. or B.S. degree or equivalent
• 2+ years of experience in customer success, account management, or a related field
• Hold a Property & Casualty Producer license in your home state and are open to pursuing licensing in all states within 90 days of hire
• Bilingual - fluent in speaking Spanish is a plus
• Knowledge of commercial insurance and compliance requirements