Client Success Manager - Insurance Solutions
Z
ZestyAIProperty Insurance
Open to: Remote, USA and CanadaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1–3 years
- Required Skills
- Data AnalysisAccount Management
Requirements
- 1–3 years of experience in Client Success, account management, consulting, or the P&C insurance ecosystem.
- Strong communication skills and interest in working directly with clients.
- Analytical mindset with the ability to interpret data and usage trends.
- Organizational skills and ability to manage multiple priorities.
- Curiosity about insurance workflows, analytics, and technology.
- Comfort working in a high-growth, collaborative environment.
- Comfort using AI tools to automate routine work and improve efficiency.
Responsibilities
- Support client relationships from onboarding through renewal.
- Drive product adoption and workflow integration within client organizations.
- Connect client goals to measurable outcomes using ZestyAI solutions.
- Build strong working relationships with underwriters, analysts, and product stakeholders.
- Own regular client touchpoints, drive follow-up, and keep client priorities moving forward.
- Support business reviews and connect product adoption, usage, and outcomes to client goals.
- Monitor usage trends and client health indicators to understand where clients are seeing value.
- Bring client feedback and needs back into internal ZestyAI teams.
- Collaborate with senior Client Success leaders on strategic client and team initiatives.
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