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SmartFinancial
Newport Beach, CA, US
Source: SmartFinancial careers · View original posting
From SmartFinancial's posting. “We” and “our” refer to the employer.
Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology
Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.
We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners across all 50 states.
Why This Role Matters
As a Customer Success Manager 1 at SmartFinancial, you’ll play a key role in helping insurance agents and agencies succeed on our platform. You’ll manage a growing book of business, build strong client relationships, and work directly with customers to help them maximize the value and performance of their accounts.
This is a entry-level, in-office role designed for someone who is motivated by building relationships, solving problems, and achieving measurable results. You’ll work with smaller accounts, re-engage customers through our win-back dialer, and identify opportunities to grow accounts to higher monthly spending levels.
CSM1s who consistently meet and exceed performance expectations will be eligible to advance into Customer Success Manager 2 (CSM2) or Strategic Customer Success Manager (SCSM) roles.
Our goal is to become the premier Customer Success Team in the Insurtech industry, and you will be an important part of making that happen.
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