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About the role
Key responsibilities & impact- Manage customer success for Verisk clients: Insurance Brokers, MGAs, Insurance Mutuals, Mortgage Brokers, Lenders, Appraisers, Appraisal Management, and Digital Real Estate companies
- Focus on onboarding, training, and monitoring volumes based on commitments
- Support the hand-off from sales to operations with account set up procedures, invoicing, internal client information, training and inquiries in the first 90 days of launch.
- Build relationships within accounts and gather information to help sell solutions based on goals and challenges
- Post sale owner responsible for adoption, retention, and account health
- Attend conferences, work in the booth, facilitate demos and network (where required)
- Attend and lead regular customer meetings and check-ins to gather feedback on customer experience, products and opportunities etc.
- Demo products and gather feedback for product team- participate in the internal voice of customer feedback loop to support prioritization
- Act as the liaison between client and internal teams to provide the best possible customer experience.
- Refine onboarding procedures/processes to accelerate the contract-go live period
- Support note taking and project communication with clients through the implementation process
- Work with the data/analytics team on proof of concept/batches to support the sales cycle
- Maintain user guides, video guides and all client facing training materials
- Develop customer specific training material where needed
- Support the transition of new users to client care and act as an escalation point post onboarding and launch
- Cross trained to support alternate roles and lines of business (Precise Inspections) to support alternate roles and lines of business.
- Utilizing Salesforce to review and keep a pulse on new, and existing opportunities. Support the Sales, VP on account alignment within Salesforce i.e. updating contacts, and new leads that are uncovered in new and existing accounts.
Requirements
What you’ll need- Completion a post-secondary education or possess a combination of education and industry experience
- 3-5 years of previous work experience in a sales or account management role.
- Experience in the insurance or mortgage underwriting industry is an asset
- Individual must demonstrate the ability to work well independently
- Self-starter with a desire for ownership, curiosity to learn new things and work with diverse teams
- Previously demonstrated ability to communicate effectively both verbal and written
- Strong analytical, problem solving and organizational skills
- A positive attitude with a strong focus on client service; willingness to seek, build and maintain relationships
- Demonstrated ability to be proactive in identifying and implementing solutions
- Proven ability to multi-task in a fast paced and demanding environment
- Exceptional computer skills, including proficiency in MS Office
- Strong data analytics skills
- Experience with ZenDesk and Jira considered an asset
- Able to travel to attend conventions and events
Benefits
Comp & perks- Health Insurance
- Retirement Plan
- Disability benefits
- Paid Time Off program
- Competitive total rewards package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticscustomer success managementaccount managementonboarding procedurestraining material developmentproblem solvingorganizational skillsmulti-taskingsales supportclient communication
Soft Skills
self-startercuriosity to learnrelationship buildingproactiveeffective communicationpositive attitudeindependent workteam collaborationadaptabilityclient service focus