About the Customer Success Assistant role
The Customer Success Assistant will be involved in a
proactive and client-focused approach, aiming to build long-term relationships
and ensure clients feel supported throughout their insurance journey,
responsible for handling questions, comments, and complaints regarding the
Incourage platform.
The successful candidate will be ideally required to
start ASAP.
Duties and Responsibilities
Engaging in proactive communication with the
Insurance Agency via WhatsApp regarding underwriting issues.
Promptly responding to inquiries from the Insurance
Agency and Agent Leaders, ensuring thorough and helpful answers.
Ensuring swift extension and renewal of policies,
maintaining excellent Turnaround Time (TAT).
Providing daily support to users on how to
effectively utilize the app.
Compiling and prioritizing feedback from agents to
create a backlog for continuous improvement of the Incourage app.
Collaborating closely with the product team to
enhance the Incourage app, promptly conveying user feedback in a constructive
and courteous manner.
Note:
This job description outlines primary responsibilities and reflects the proactive approach expected from team members. Additional duties may be assigned as required to meet organizational needs.
Requirements for the role
A bachelor’s degree in business, finance, insurance,
marketing, or a related field is preferred.
Possess a minimum of 1 year of experience as an
Underwriter in an insurance company or Brokerage/agency.
Demonstrate a strong passion for enhancing customer
experience.
Exhibit enthusiasm for collaborative efforts in
improving the application.
A solid understanding of the insurance industry,
including different types of insurance products, coverage options, and basic
principles of risk management.
Previous experience in customer service, account
management, or a related field is preferred. Experience in the insurance
industry is necessary.
Strong communication skills, both written and verbal,
are crucial. The ability to analyze and solve problems efficiently.
A customer-centric mindset with a genuine commitment
to providing excellent service.
Strong organizational skills to manage client
portfolios, track communications, and ensure that policy renewals and other
deadlines are met.
Familiarity with customer relationship management
(CRM) software and other relevant tools used in the insurance industry.
Awareness and understanding of insurance regulations
and compliance requirements to ensure that all interactions and policies adhere
to legal standards.
The ability to adapt to changes in the insurance
landscape, including policy updates, industry trends, and regulatory changes.
How To Apply
