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Client Success Specialist
enhance satisfaction Required Qualifications 3 years of experience in a client service role 1-2 years of experience with cloud-based CRM platforms preferred Knowledge of 401(k) plan administration and related regulations Willingness to work 8am-5pm Pacific...time (11am-8pm Eastern) Spanish fluency is a plus
California Licensed Commercial Lines Manager
client requests Maintain accurate documentation and communicate effectively with producers and clients regarding account activities Required Qualifications High school diploma or equivalent required; college degree preferred Must reside in the Pacific...Time Zone Professional designation is a plus Familiarity with AMS360 or similar agency management systems Knowledge of commercial Company products, particularly in the mobile home parks industry
Account Manager
evaluating financial metrics and collaborating cross-functionally Troubleshoot and resolve issues by working closely with internal teams and utilizing various platforms Required Qualifications Must be available to work US business hours, either Pacific...or Mountain Time 3+ years experience in account management, customer success, and/or sales 1-3 years experience in financial analysis and reporting Prior experience in a client-facing role is required Industry experience in vacation rentals, real
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