Customer Success Manager
Understory, Inc.
- Madison, WI
- Permanent
- Full-time
- Managing a book of business through brokerage partner relationships, leveraging a detail-oriented approach to ensure precise onboarding and ongoing support—all while staying flexible and adaptable to ever-evolving client needs.
- Cultivating and maintaining strong relationships with our key clients and understanding their business needs and challenges.
- Collaborating seamlessly with the sales and underwriting teams to deliver superior service, quickly adjusting priorities as needed to meet shifting demands without losing sight of deadlines.
- Providing regular updates and feedback from clients to internal teams to drive product and service enhancements.
- Developing client growth strategies to meet their insurance coverage needs.
- Communicating with clients about risk mitigation opportunities, attentively gathering feedback and customizing solutions to address unique challenges.
- Addressing and resolving client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care.
- Leading regular client review meetings to discuss performance metrics, strategic goals, and program feedback, and driving ongoing improvements through a collaborative, forward-looking approach.
- Possess at least one year of experience in client relationship management, customer service, administration, or a similar role, with a track record of managing high-profile accounts — and excel at cultivating strong, positive relationships through proactive communication, empathy, and a deep understanding of client goals.
- Exhibit exceptional interpersonal and communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction—whether onboarding or troubleshooting—is handled with precision.
- Demonstrate flexibility and adaptability in dynamic, ever-changing environments, rather than relying on rigid processes or role boundaries, and show readiness to pivot as client needs and priorities shift.
- Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines.
- Have extensive experience with Salesforce in managing requests for clients and partners to ensure quick service responses and maintaining clear, consistent documentation across all customer touchpoints.
- And it would be a big plus if you have knowledge of commercial property insurance or the auto dealership industry.
- Base salary commensurate with experience.
- Full-time benefits.