Agency Success Associate
New
C
Cover Whale Insurance SolutionsInsurance
United StatesFull-TimeMiddle
Salary25 - 35 USD per hour
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Job Details
- Experience
- 1–3 years
- Required Skills
- Data AnalysisProcess improvementCustomer SuccessHubSpotGoogle Sheets
Requirements
- 1–3 years of experience in customer success, client services, sales support, or a related role.
- Strong organizational skills.
- Clear written and verbal communication skills.
- Comfortable engaging and building relationships with external partners.
- Working knowledge of Google Sheets, HubSpot, and DocuSign.
- Analytical mindset for data-driven decision-making.
Responsibilities
- Serve as the first point of contact for agencies seeking appointments.
- Guide new agency partners through the onboarding and appointment process.
- Develop and maintain resources, guides, and tutorials for agency partners.
- Assist agents in navigating the platform and underwriting appetite.
- Track and monitor agency activation metrics.
- Partner with sales, underwriting, product, and marketing teams.
- Provide internal advocacy for agency feedback.
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