Customer Success Manager

Peachy Insurance

Customer Success Manager at Next Call Club managing client accounts and driving satisfaction in the insurance industry. Engaging clients, resolving issues, and collaborating with sales for growth opportunities.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 per yearWebsite

About the role

Key responsibilities & impact

Keep clients happy and engaged
Monitor client messages and respond quickly
Conduct monthly check-ins focused on problem solving
Own the HubSpot ticketing pipeline
Manage onboarding for new agent clients
Maintain an at-risk scoring system
Collaborate with the sales team for upsell opportunities
Maintain a professional presence on LinkedIn and Facebook

Requirements

What you’ll need

Presents well and carries themselves with confidence
Sharp with data
Follow up without being asked
Honest when something is wrong
Can hold a business conversation
Manages CRM tools well
Comfortable traveling to events
Insurance experience is a plus

Benefits

Comp & perks

Health insurance
Vision insurance
Dental insurance
Mental health benefits
401(k)
401(k) matching
Paid time off
Professional development assistance
Volunteer time off
Work from home

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client engagementproblem solvingcommunicationdata analysisfollow-uphonestybusiness conversationprofessional presence