Customer Success Manager

Insurity’s Next Customer Success Manager Who We Are

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.

We don’t just make bold promises— we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise.

While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award‑winning onboarding experience ensures you feel welcomed and supported from the moment you accept our offer to join the company.

Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you.

We’re seeking a dynamic and versatile Senior Customer Success Manager to join our team and play a pivotal role in driving customer success, solution adoption, and strategic growth within our Insurity Marine Suite (IMS) product group. This cross‑functional role blends Sales, Customer Success, Solution Consulting, and Product Expertise to deliver value to our P&C Insurance customers. You’ll be responsible for building strong in‑person relationships with key stakeholders and partnering with our customers to ensure their strategic business objectives are understood and that their utilization of the Insurity Marine Suite Product is appropriately leveraged to drive these objectives.

This role requires domain knowledge in Marine Cargo Insurance, is based in North America, Europe and requires regular in‑person engagement with clients and partners.

• Primary point of management contact for assigned customers
• Accurately capture minutes / actions from meetings
• Prepare professional presentations/reports and effectively lead customer meetings
• Ensure workflow management system and customer‑facing tools are up to date
• Provide tool self‑service support for customers
• Understand Customer KPIs; measure and track regularly
• Maintain/manage customer expectations and satisfaction
• Develop working relationships with Customer System Champions
• Independently transition low complexity customers from the implementation team
• Ensure contract compliance and accurate billing
• Understand the customer experience and loyalty measures in place (NPS, references, etc.)
• Ensure a strong understanding of internal customer organization, political landscape, and stakeholder personalities
• Demonstrate thorough knowledge of customers’ business challenges, opportunities and how our products and solutions address them
• Uncover potential cross‑sell and upsell opportunities
• Facilitate end‑to‑end management of cross‑functional medium complexity enhancements in accordance with product specific procedures.
• Draft change requests and Statements of Work for small to medium complexity enhancements
• Demonstrate an understanding of revenue recognition and account measurements

• Demonstrate competency in all internal processes & practices
• Provide mentorship to team members
• Stay up to date on industry and job related trends and best practices, including reading relevant publications, articles, blogs, etc.
• Other duties as assigned

• Minimum 1‑3 years' experience in Marine Cargo Insurance, Logistics or Logistics Software
• Minimum 1‑3 years' experience minimum in customer success related role, interfacing and working directly with customers.
• Bachelor’s degree in related field (equivalent work experience may be considered)
• Ability to create succinct, audience relevant, objective oriented written documentation (emails, PowerPoint, Word documents etc.)
• Analytical and critical thinking
• Written and oral English…