Customer Success Representative
Core
First point of contact for agents and policyholders, handling inbound calls, emails, and chats to resolve issues, manage quotes, and guide users on tools.
Role type
Customer Success Representative (phone-first support)
Builds
Commercial real estate insurance policies and customer service experience
Domain
Insurance / Commercial Real Estate
Deliverable
client delivery
Required skills
Customer service, phone support, CRM management, quote administration, billing resolution, process documentation, feedback analysis, internal operations support, user guidance, adaptability
Preferred skills
HubSpot experience, insurance domain knowledge, AI curiosity
Technologies
HubSpot, self-service tools
Responsibilities
Respond to inbound calls and emails with timely, accurate service; build relationships with agents and customers; gather information to complete or revise quotes; resolve service and billing inquiries; maintain accurate CRM notes; spot feedback patterns and escalate insights; support internal operations like login setups; guide users on tool usage; contribute to refining team processes.
Seniority
Entry-level to Junior, hands-on IC