Customer Success Manager, AI-Native
Core
Own a book of small business insurance accounts, ensuring coverage matches growth triggers and preventing cancellations.
Role type
Senior Customer Success Manager (Insurance)
Builds
Customer retention and expansion within the insurance brokerage platform
Domain
Commercial Insurance / Small Business
Deliverable
client delivery
Required skills
Book ownership, retention management, expansion sales, automation, direct phone communication, financial discussion
Preferred skills
Experience with contractors, truckers, or small business owners
Technologies
Custom internal tools for account management and automation
Responsibilities
Monitor account changes (hiring, new locations) to trigger coverage updates, manage renewals early, automate repetitive tasks, handle direct phone outreach to business owners, resolve payment and cancellation risks
Seniority
Senior, hands-on IC