Insurance Customer Success Coordinator

Base Salary: $60,000–$85,000* + Variable Compensation + Equity
*Actual base salary is dependent on experience and geographic location.

Position Overview

The Success Coordinator is responsible for managing Embroker’s client service strategy , including technical support, platform navigation, and account-related inquiries. This role requires a proactive approach to resolving complex issues, advising clients on strategic utilization of the Embroker platform, and ensuring optimal outcomes. The Success Coordinator also contributes to enhancing service strategies by identifying and suggesting improvements.

Job Duties

• Advise clients on maximizing the benefits of the Embroker online platform, including features such as policy uploads, certificates, claims management, and self-service tools
• Guide clients in how to optimize their insurance strategy and risk management approach
• Provide clients with information about the state of the market, address basic policy questions and offer recommendations that align with both client objectives and current industry standards
• Lead the preparation of applications and ensure accurate data submission, and provide consultative support throughout the application process.
• Prepare and submit new business applications through carrier-direct portals across BOP, General Liability, and Workers’ Compensation lines
• Gather and organize underwriting information from producers to support accurate and complete submissions
• Run quotes through multiple carrier portals and compile comparison summaries for producer review
• Follow up with carriers on outstanding quotes, subjectivities, and underwriting questions
• Assist in quoting proprietary digital products and identify opportunities to round out accounts with ancillary coverage
• Oversee and manage client requests for certificates and endorsements, using your judgment to prioritize and resolve complex issues efficiently.
• Independently evaluate and recommend new products, services, or coverage options that will benefit clients
• Stay up to date on industry trends, coverage innovations and regulatory changes
• Work closely with internal teams to identify opportunities for service strategy enhancements
• Leverage insights from client interactions to make recommendations that improve overall service delivery and platform effectiveness.
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in business, marketing, communication or related field
• Property & Casualty license in the resident state with 3+ years experience
• Technical knowledge of property & casualty coverages
• Experience with G-Suite and SalesForce a plus
• Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training
• Ability to deliver high-quality client service outcomes and satisfaction
• Ability to work cross culturally on a global team
• Prolonged periods of time sitting at a desk and working on a computer
• Ability to perform at a high-level in a remote work environment