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Client Success Coordinator

Company: Insurance Technologies Corporation
Location: Carrollton
Posted on: March 20, 2020

Job Description:

If you've been looking for a place where you can make an impact and help a company grow while also helping other people, look no more. You've found it. Insurance Technologies Corporation (ITC) is hiring a full-time Client Success Coordinator to serve as the primary point of contact for our comparative rating and agency management clients. Essential Job Functions? Lead assigned post-sales efforts (set up new users, conduct training sessions and provide technical support as needed) to successfully on-board new clients Become a product expert so that you can intelligently teach the value of our products Provide excellent service to clients; courteously and promptly resolving questions and problems with a focus on client satisfaction, retention and renewal Ensure effective implementation and operation of our products Monitor activity in CRM to inform client outreach and deliver on adoption and retention objectives Ensure regular, periodic contact with clients throughout the onboarding process; monitor activity and address gaps in a timely manner Identify and process upsell opportunities Enter and maintain accurate, detailed records of all customer interactions, inquiries, comments and complaints, as well as actions taken and the results in the CRM Job Requirements Prior experience in a customer-facing or on-boarding role, preferably SaaS based technical account management or support Excellent verbal and written, communication skills including experience delivering client-facing presentations Technologically savvy with the ability to learn new products/applications easily Demonstratable ability to teach new users via technology Attention to detail and a passion to achieve quality outcomes Ability to work in a fast-paced environment independently and as part of a team Organized and detail oriented in time and task management Proficient with Microsoft Office suite of products, GoToWebinar and Bomgar Bilingual speaking proficiency in Spanish/English You'd be a good fit if you Are enthusiastic about engaging with customers and helping solve the challenges they face Have empathy, calmness and patience to handle different personalities and provide consistently strong service and knowledge Enjoy talking to clients on the phone Are curious to learn about the businesses of our clients and like to discover opportunities where we can help them improve Can work with ITC's different departments to coordinate client needs and help streamline processes Have excellent communication skills to convey your meaning clearly and positively Have a cheerful attitude and strong worth ethic to meet adoption and retention goals You'd be a great fit if you have Personal Lines Insurance industry background Experience supporting technology/web-based software A track record of retaining and growing accounts An ability to anticipate client needs and provide a high level of service Outgoing personality with ability to develop relationships over the phone The ability to successfully collaborate with different personality types and communicate with all levels of the company About ITC ITC provides marketing, rating and management software and services to the insurance industry. Headquartered in Carrollton, Texas, we serve more than 200 insurance companies and more than 7,000 agencies across the United States. Success and achievement is important to every company. We have both thanks to our remarkable employees. We offer an energetic, passionate working atmosphere to people who are good at what they do and care about making an impact. At ITC we work hard and play hard. Our intense focus is balanced by our friendly, comfortable working environment. We look for exceptional talent that complements our team. If you have passion and drive, ITC is the place for you. Our employees are our best asset, and we offer them a range of benefits including the following: Flexible spending accounts Paid vacation Company matched 401(k) plan Health, dental and vision insurance If you are passionate and eager to move to the next step of your career, apply today

Keywords: Insurance Technologies Corporation, Carrollton , Client Success Coordinator, Other , Carrollton, Texas

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