Senior Customer Success Manager Remote

Overview

Please note that Insurity will only reach out to interview, offer of employment, or onboarding activities for candidates who have applied through our careers site. When interviewing, the candidate experience will include live interaction, such as a video or telephone call with a Recruiter and/or company employee. We will never ask for money from applicants. Recruiters will reach out from an  email address;

other email addresses are not used. Be aware of suspicious recruitment activity. If you think you are a victim of an employment scam, you may contact your local law enforcement or visit the Federal Trade Commission’s consumer information on job scams.

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 analytically capable software. We empower our people with tools, support, and opportunities to grow and succeed. 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.

Our team 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 creative and knowledgeable minds in insurance tech in a culture that fosters innovation, teamwork, and continuous learning. Our onboarding experience welcomes and supports you from the moment you accept our offer.

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

Senior Customer Success Manager

We’re seeking a dynamic and versatile Senior Customer Success Manager to join our team and drive customer success, solution adoption, and strategic growth within our Billing-as-a-Service (BaaS) 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 build strong in-person relationships with key stakeholders and partner with our customers to ensure their strategic business objectives are understood and that their utilization of the BaaS Product is leveraged to drive these objectives.

This role requires domain knowledge in P&C Insurance, is based in North America, and requires regular in-person engagement with clients and partners.

What Our Senior Customer Success Manager Will Do

Relationship Management

• Primary point of management contact for assigned customers and oversight of support provided by the assigned team
• Review and revise minutes/actions from meetings
• Prepare/review meeting materials for customer messaging and lead meetings
• Ensure workflow management system and customer-facing tools are up to date
• Provide tool self-service support for customers
• Understand customer’s desired strategy and KPIs for partnering with Insurity
• Lead initiatives to maintain and manage customer expectations and satisfaction
• Develop working relationships with key customer stakeholders
• Independently transition medium complexity customers from the implementation team
• Ensure contract compliance and accurate billing
• Participate in contract review process
• Prepare for and participate in Deal Review meetings
• Promote Insurity as a business partner
• Understand and provide guidance on how to positively impact the customer experience and loyalty measures (NPS, references, etc.)
• Facilitate platform utilization growth for assigned accounts
• Provide insight into internal customer organization, political landscape, and stakeholder dynamics
• Demonstrate knowledge of customers’ business challenges and how our products address them
• Uncover potential cross-sell and upsell opportunities with Sales involvement as needed
• Draft change requests and Statements of Work for enhancements

Internal Process

• Ensure consistent application of Customer Relationship management best practices
• Lead Continuous Improvement initiatives
• Track and evaluate customer health
• Stay up to date on industry trends and best practices

Who We’re Looking For

• 3+ years minimum in a customer success related role, interfacing with…