Qumis

Client Partner

Qumis

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Salary

💰 $130,000 - $155,000 per year

About the role

  • Own long-term customer success through insurance expertise
  • Co-execute implementations with deep insurance context
  • Identify insurance-specific adoption barriers and develop mitigation strategies
  • Take full ownership of customer relationships post-implementation
  • Run executive Quarterly Business Reviews (QBRs) that prove ROI using insurance-specific metrics
  • Monitor customer health using usage data and engagement signals
  • Serve as executive sponsor for accounts and escalate issues as needed
  • Build renewal business cases using usage data and business impact narratives
  • Identify expansion opportunities within existing accounts

Requirements

  • 5-7 years in commercial insurance (P&C focus strongly preferred)
  • Broker, account manager, or commercial lines client servicing experience
  • Deep understanding of account servicing responsibilities, new business development, and renewal management
  • Can speak fluently about submission processes, carrier markets, coverage placement strategies, renewal timelines, and producer compensation
  • Have credibility with 20-year insurance veterans, not just tech-forward early adopters
  • Understand the organizational dynamics of insurance brokerages: producer/service split, book ownership, compensation models, carrier relationships
  • Customer success or account management experience
  • Have managed ongoing customer relationships with accountability for retention outcomes
  • Understand the difference between customer satisfaction and customer success (outcomes vs. sentiment)
  • Can run executive-level business reviews that focus on ROI and strategic value, not just product updates
  • Comfortable with data-driven customer health scoring and proactive risk management
  • Executive relationship skills without org chart authority
  • Have built trusted advisor relationships with C-level insurance executives (brokerage CEOs, COOs, CFOs)
  • Can run QBRs with VP+ stakeholders where you influence their strategic decisions
  • Comfortable telling a CFO their adoption is at risk and exactly what needs to change
  • Can translate technical usage metrics into business impact narratives that resonate with insurance executives
  • Commercial acumen and revenue accountability
  • Understand that your job is driving retention revenue and expansion pipeline, not just relationship management
  • Can build renewal business cases that clearly articulate ROI in insurance-specific terms
  • Have identified expansion opportunities within existing accounts based on customer success and organizational needs
  • Comfortable with the commercial aspects of customer success: contract negotiations, pricing discussions, renewal timing.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
customer successaccount managementdata-driven customer health scoringrenewal managementbusiness impact narrativescontract negotiationspricing discussionscommercial acumeninsurance metricsrisk management
Soft Skills
executive relationship skillscredibility with insurance veteranstrusted advisor relationshipsinfluencing strategic decisionscommunication skillsorganizational dynamics understandingcustomer satisfaction vs. customer successownership of customer relationshipsproblem-solvingadaptability