We are seeking a Customer Success Manager (CSM) – Insurance Vertical to play a pivotal role in managing and expanding relationships with existing clients. This individual will work closely with EOX Vantage’s Account Management Team to ensure customers maximize the value of our solutions, achieve their business objectives, and continue to grow their partnership with EOX Vantage. The primary focus of this role is to drive account expansion by identifying new opportunities for EOX Vantage offerings, enhancing customer satisfaction, and ensuring long-term retention.
Key Responsibilities
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Serve as the primary point of contact for existing insurance clients, ensuring seamless communication and support.
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Develop a deep understanding of each client’s business, challenges, and goals to proactively identify opportunities for expanding EOX Vantage solutions within the account.
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Partner with the Account Management Team to develop and execute strategic account growth plans.
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Conduct regular business reviews with clients to showcase the value of EOX Vantage solutions and uncover additional needs.
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Collaborate with internal teams, including sales, product, and operations, to align solutions with client objectives.
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Lead renewal and expansion discussions, ensuring contract extensions and upsell opportunities align with client goals.
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Support customer onboarding and training efforts, ensuring smooth adoption of EOX Vantage solutions. Act as a trusted advisor, offering insights and best practices to help clients optimize their operational efficiency using EOX Vantage’s managed services and technology.
- Monitor key success metrics, customer satisfaction levels, and potential risks, proactively addressing concerns before they become issues
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Qualifications
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5+ years of experience in customer success, account management, or client services in a managed services, software, or technology solutions environment.
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Experience working within or serving the insurance industry is required.
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Proven ability to build and maintain strong relationships with clients, ensuring high levels of satisfaction and engagement.
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Track record of successfully identifying account growth opportunities and driving revenue expansion.
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Strong business acumen with the ability to understand insurance workflows, challenges, and digital transformation initiatives.
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Excellent communication, presentation, and problem-solving skills.
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Ability to manage multiple accounts, prioritize tasks, and work collaboratively across departments.
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Bachelor’s degree or equivalent experience.
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Familiarity with insurance operations, policy administration, claims processing, or underwriting workflows.
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Experience with CRM tools and customer success management platforms.
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At EOX Vantage, our goal is to delivery premier service with insights that boost overall operations. Clients choose us to improve their operational efficiencies and optimally manage data through direct assistance from our Managed Services team. We allow clients to focus on what they do best by reducing the time it takes to manage the essential, non-core aspects of their operations and improving their effectiveness with data and insights.
Equal Employment Opportunity Policy:
EOX Vantage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
EOX Vantage NEVER asks for any form of payment to be considered as an applicant. If you are emailed asking for payment, please immediately report this spam message to info@eoxvantage.com. All verified personnel will only reach out with an EOX email ending in @eoxvantage.com
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