About the Customer Success Assistant role
The
Customer Success Assistant will be involved in a proactive and client-focused
approach, aiming to build long-term relationships and ensure clients feel
supported throughout their insurance journey, responsible for handling
questions, comments, and complaints regarding the Incourage platform.
The
successful candidate will be ideally required to start ASAP.
Duties and Responsibilities
- Engaging in proactive communication with
the Insurance Agency via WhatsApp regarding underwriting issues.
- Promptly responding to inquiries from the
Insurance Agency and Agent Leaders, ensuring thorough and helpful answers.
- Ensuring swift extension and renewal of
policies, maintaining excellent Turnaround Time (TAT).
- Providing daily support to users on how
to effectively utilize the app.
- Compiling and prioritizing feedback from
agents to create a backlog for continuous improvement of the Incourage
app.
- Collaborating closely with the product
team to enhance the Incourage app, promptly conveying user feedback in a
constructive and courteous manner.
Note:
- This job description outlines primary
responsibilities and reflects the proactive approach expected from team
members. Additional duties may be assigned as required to meet
organizational needs.
Requirements for the role
- A bachelor’s degree in business, finance,
insurance, marketing, or a related field is preferred.
- Possess a minimum of 1 year of experience
as an Underwriter in an insurance company or Brokerage/agency.
- Demonstrate a strong passion for
enhancing customer experience.
- Exhibit enthusiasm for collaborative
efforts in improving the application.
- A solid understanding of the insurance
industry, including different types of insurance products, coverage
options, and basic principles of risk management.
- Previous experience in customer service,
account management, or a related field is preferred. Experience in the
insurance industry is necessary.
- Strong communication skills, both written
and verbal, are crucial. The ability to analyze and solve problems
efficiently.
- A customer-centric mindset with a genuine
commitment to providing excellent service.
- Strong organizational skills to manage
client portfolios, track communications, and ensure that policy renewals
and other deadlines are met.
- Familiarity with customer relationship
management (CRM) software and other relevant tools used in the insurance
industry.
- Awareness and understanding of insurance
regulations and compliance requirements to ensure that all interactions
and policies adhere to legal standards.
- The ability to adapt to changes in the
insurance landscape, including policy updates, industry trends, and
regulatory changes.
How To Apply