Embroker

Insurance Customer Success Coordinator

Embroker

full-time

Posted on:

Location Type: Remote

Location: Alabama • Alaska • United States

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Salary

💰 $60,000 - $85,000 per year

About the role

  • 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

Requirements

  • 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
Benefits
  • Health, dental, and vision coverage
  • Retirement savings with employer match
  • Paid parental leave
  • Flexible time off and wellness support
  • Employee assistance programs
  • Remote work stipend
  • Equity participation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
property & casualty coveragesdata submissionapplication preparationquotingrisk managementinsurance strategyunderwritingclient servicemarket analysispolicy management
Soft Skills
client service outcomesprioritizationresource managementcross-cultural collaborationproblem-solvingcommunicationjudgmentadaptabilityteamworkservice delivery
Certifications
Bachelor’s degreeProperty & Casualty license