Customer Success Advisor
Core
Retain, renew, and grow existing accounts within the CoverWallet HealthCare program by managing a book of business and handling incoming tasks.
Role type
Customer Success Advisor (Account Management)
Builds
CoverWallet HealthCare program (via careerplan.io/jobs/24440678-customer-success-advisor-at-aon-corporation)
Domain
Health Insurance / P&C Insurance
Required skills
Service/call center experience, Account growth management, Customer retention, Multi-tasking, Attention to detail, Technology adaptability
Preferred skills
P&C insurance license (required within 3 months of hire)
Responsibilities
Manage own book of business, Handle incoming tasks for assigned business, Renew and retain customers and accounts, Drive account growth (additional policies)