Customer Success Specialist

Summary

Join Pavago as a Customer Success Specialist and play a vital role in ensuring client success within the insurance industry. This full-time, remote contract position requires expertise in insurance and involves managing customer onboarding, conducting product demos, and tracking customer satisfaction. You will proactively engage with clients, maintain billing records, and generate reports. Success in this role hinges on strong communication, problem-solving skills, and advanced Excel proficiency. The ideal candidate possesses extensive insurance industry experience and enjoys building meaningful customer relationships.

Requirements

• Extensive experience in the insurance industry, with the ability to navigate its complexities and prioritize customer satisfaction
• Enjoys working with people and assisting them in resolving issues
• Fluent in English at a native American English level for effective communication with customers
• Advanced skills in Excel and spreadsheets for efficient data management and reporting
• Demonstrates patience and friendliness, fostering positive interactions and relationships with customers
• A solid background in insurance customer success and engagement is essential
• Proficient in using tools like Zoom, Slack, and CRM platforms to enhance customer support and engagement
• Advanced Excel skills for billing and reporting, along with a strong ability to build meaningful customer relationships

Responsibilities

• Conduct product demonstrations, showcasing the features and benefits of our solutions tailored to the insurance sector
• Collaborate with the sales team to assist in highlighting product value to potential clients
• Guide new customers through the onboarding process, addressing any questions or concerns they may have
• Proactively follow up with customers to track their usage of the product, gather feedback, and assess satisfaction levels
• Initiate renewal conversations with clients nearing the end of their subscription period to secure renewals and build long-term relationships
• Maintain accurate records of billing data to ensure proper and timely invoice processing
• Track metrics related to customer usage, satisfaction, and retention, and generate monthly revenue reports for analysis and decision-making

Preferred Qualifications

Medical sales experience is a plus but not required