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Client Experience Specialist - Property & Casualty Insurance

Company: Steadily Insurance Agency
Location: Shawnee Mission
Posted on: November 25, 2022

Job Description:

We are a fast-growing, venture-backed insurance technology company for landlords and we're looking for someone exceptional Client Experience Specialist/Account Manager to join our Client Experience (CX) team!At Steadily, the CX team is responsible for the end-to-end experience of our clients and driving satisfaction and retention by providing a white glove experience. That's why we call our account managers "Client Experience Specialists" - we are obsessed with creating exceptional client experiences. As an Account Manager/CX Specialist, you will be responsible for making sure client requests are addressed quickly and effectively, while proactively supporting the full customer lifecycle; from bind to renewal.Steadily's purpose is to help landlords all over the United States purchase insurance through a modern experience and feel confident that they have the coverage they need in case of a rainy day. Because of our cutting edge technology, our clients love being insured by us, even when they have a claim. What You'll Do Have coverage discussions with clients and cross-sell / upsell when necessary Quote and process service work in various insurance carrier systems and Salesforce. Proactively manage account retention by following up on cancellations and remarketing / rewriting accounts when necessary based on client needs Analyze and compare carrier quotes for proper coverages, terms, and conditions. Make insurance program suggestions. Perform all clerical duties related to client services; e.g. answer support contacts over phone, email, and chat. Provide support to the Sales team which often includes addressing time-sensitive requests outside of normal business hours (e.g. evenings and weekends). Maintain a high degree of accuracy in agency management and document management systems. Your Background Experienced: You have direct experience working with customers in a high speed P&C insurance environment. You're fast and your quality is even better. Insurance: Knowledge of insurance coverage and products and navigating carrier rating engines. You have an active P&C insurance license in at least one state, but multiple is better. Bonus if you have experience with some of our carriers and/or dwelling fire. Communication: You possess superior verbal and written communication skills. You can communicate concisely and diplomatically, maintaining a calm demeanor and professional communication. Digital: You have above average computer skills. You're great at independently learning new software quickly and are savvy using online resources. Self-Driven: You thrive under intense pressure and can manage a large workload with minimal oversight. There is no task too small or beneath you; "that's not my job" is not in your mantra. Hungry: You want to make the leap into an early-stage tech company to rapidly accelerate your growth. You want to roll up your sleeves and hustle - you are not looking for a traditional 9-5 job. Compensation and Benefits $70,000 base salary Equity in the company Discretionary PTO Health Insurance 401K Hybrid schedule (work from home two days a week) Locations Overland Park, KS - preferred Remote - considered Why Steadily? At Steadily you'll be able to work with other brilliant, driven teammates who care about doing the best work of their lives. We have high expectations of each other, but are dedicated to supporting each other in those expectations and making Steadily a huge success.In order to do this, we believe in hiring top talent and encourage each team member to actively drive the culture we want at Steadily. This includes things like being light on processes where you manage your own workload. You know your job best, so we won't micromanage how you get the job done (we provide context, not control!) That said, we're also highly collaborative and hold each other accountable to make sure that we're all on the same page and have the tools we all need to succeed.Working at an early stage tech company isn't easy, but it is incredibly rewarding. You'll be able to see your actions directly impact the growth of the company, as well as your equity's valuation, on a near-daily basis. The growth opportunity you'll have at Steadily will also greatly increase your career trajectory, giving you valuable experience that you'd be hard pressed to find anywhere else. Lastly, take a look at our Culture Deck () - it thoroughly explains how we see ourselves as an organization. Some of the information found in the deck may be unique to what you've experienced in the past, so we look forward to hearing your take on it.We're excited to meet you!Job Type: Full-timePay: From $70,000.00 per yearBenefits: 401(k) Dental insurance Health insurance Paid time off Vision insuranceSchedule: Monday to FridayLicense/Certification: Insurance Producer License (Required)Work Location: Hybrid remote in Lenexa, KS 66219

Keywords: Steadily Insurance Agency, Kansas City , Client Experience Specialist - Property & Casualty Insurance, Other , Shawnee Mission, Kansas

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