Tenant Insurance - Success Specialist

Posted about 23 hours agoViewed

💎 Seniority level: Senior, 5+ years

📍 Location: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

💸 Salary: 41000.0 - 56000.0 USD per year

🔍 Industry: Insurance

🏢 Company: Storable Careers - One Posting

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: Project CoordinationAdministrative ManagementCommunication SkillsCustomer serviceOrganizational skillsTime ManagementWritten communicationAccount ManagementReportingCRMCustomer Success

Requirements:

5+ years experience in customer service, account management, administrative assistant and/or a similar role.
Ability to manage multiple moving pieces, ensuring short- and long-cycle tasks are completed efficiently.
Exceptional written and verbal communication skills.
Proven ability to monitor and complete tasks independently and on time.
Superior organizational skills to prioritize and execute tasks effectively.
Familiarity with the self-storage industry or insurance products (Bonus)
Experience with ZOHO CRM or similar systems (Bonus)

Responsibilities:

Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories such as Retention, Upsell, Growth Opportunities, Pending Termination, and Delayed Enablement.
Identify critical tasks such as expiring licenses, pending terminations, customer responses, and retention concerns; ensure these are flagged and addressed promptly.
Meet weekly with each Success Manager to review prioritized tasks and address items needing immediate attention.
Complete setup and facility forms; contact operators as needed.
Set up terminations in the ZOHO Pending Termination Module.
Monitor and update “Pending Terminations” and ensure timely SM field updates in ZOHO.
Track enablement progress to prevent delays and ensure required ZOHO fields align with Success Manager wins.
Reassign work orders for final checks or reach out to partners when necessary.
Provide regular reports and summaries to leadership and assist the Director of TI Success with tasks such as round-robin assignments and reporting needs.

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