Embroker

Customer Success Manager

• 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

Insurance Customer Success Coordinator