Junior Customer Success Manager

We didn’t create Bold Penguin because commercial insurance is broken. It isn’t. But as the world has gotten more connected and digitized, commercial insurance lags — creating a fragmented landscape where businesses, agents, and insurance companies struggle to interact in a smooth and easy way. That’s why we’ve built a highly efficient exchange that cuts the friction out of commercial insurance by connecting everyone to the right quote in record time.

Powering the world of insurance is no small feat, so we’ve built a team that's incredibly talented and passionate about our potential to upgrade the entire industry. As more and more companies, big and small, depend on our technology to operate in the commercial insurance space, we’ll need the best talent all around to support our growth. That’s why we’re looking at you (yes, you!) to make a bold move and join our adventure.

YOUR ROLE

The Jr. Customer Success Manager (Jr CSM) manages a portion of our named accounts, including new customer onboarding activities and providing front line support. You will guide new customers through the onboarding process, including account set up and activation, provide best practice documentation and be an available resource. Additionally, you will assist in managing customer needs day to day, especially as it pertains to incoming support cases. 

WHAT YOU'LL DO

Ensure all partner needs are met through frequent partner interactions covering status, account changes, servicing issues and overall account performance.

Recommend and assist in implementing ongoing improvements to increase partner growth.

Manage day-to-day customer support tickets.

Manage customer records in our CRM, ensuring account-level, contact-level, and opportunity/sales-level accuracy.

Participate in preparation and delivery of Quarterly Business Reviews for named accounts.

Actively contribute to departmental and company goals.

Perform other related duties as assigned by management.

SKILLS AND QUALIFICATIONS

Two years account management support and/or Commercial Insurance experience a plus.

Possess a supportive and responsive manner with internal and external customers.

Bachelor’s Degree preferred.

Strong decision-making ability, financial aptitude, and customer service orientation.

Ability to use Google Suite, CRM tools, PowerPoint and Excel.

Self-motivated, action, and results oriented.

Well organized, good communication, and reporting skills.

BENEFITS 

We offer competitive compensation and progressive benefits that include:

Medical, Dental and Vision

Disability and Life Benefits

401K with a company match

Employee Assistance Program

Parental Leave

Paid Time Off

Remote Culture. Here at Bold Penguin our remote employees are top of mind, and we have created an inclusive, engaging remote environment.

Choose-your-own gear. Whether you prefer Mac, PC, or Linux, one screen or three, we’ll set you up for success.

Stay connected to the Glacier. We slack. A lot. We also like to video conference regularly. We even have all- hands "Waddles" held Tuesday - Friday 12:00PM EST.

Penguin bling. Like swag themed after a certain antarctic bird? Just. You. Wait.

Bold Penguin believes in inclusion. That’s why we’re proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, beak size, or inability to fly.

To learn more about our results-focused culture and employee-focused perks, read more on our careers page.