Customer Success Associate

Who you are

You are a motivated individual eager to contribute to the transformation of the life insurance industry. You possess strong communication skills and a customer-centric mindset, allowing you to effectively engage with clients and understand their needs. You thrive in a collaborative environment and are excited about the opportunity to work with a team that is passionate about innovation and technology. You are adaptable and willing to learn, ready to take on challenges that come your way. You understand the importance of building relationships and are committed to providing exceptional service to clients.

Desirable

Experience in customer service or a related field is a plus, but not required. Familiarity with SaaS platforms or technology solutions can help you excel in this role. A background in insurance or financial services would be beneficial, as it will give you insight into the industry and its challenges. You are open to feedback and eager to grow within the company, contributing to its mission of modernizing life insurance.

What you'll do

As a Customer Success Associate at Bestow, you will play a crucial role in supporting our clients as they navigate our technology platform. You will assist insurance carriers in launching and managing their life insurance products, ensuring they have the tools and resources needed to succeed. You will engage with clients to understand their goals and challenges, providing guidance and support to help them achieve their objectives. You will collaborate with cross-functional teams to address client needs and enhance the overall customer experience. Your role will involve onboarding new clients, conducting training sessions, and providing ongoing support to ensure they are maximizing the value of our platform.

You will also gather feedback from clients to help inform product improvements and enhancements, acting as the voice of the customer within the organization. You will work closely with the Revenue team to identify opportunities for upselling and cross-selling additional services that can benefit our clients. Your contributions will directly impact the success of our clients and the growth of Bestow as a leader in the life insurance technology space.

What we offer

Bestow provides a flexible remote work environment, allowing you to balance your professional and personal life effectively. We offer meaningful benefits that support your well-being and career growth, including opportunities for professional development and advancement within the company. You will be part of a dynamic team that values innovation and collaboration, working together to make a lasting impact on the life insurance industry. We encourage you to apply even if your experience doesn't match every requirement, as we believe in the potential of every individual to contribute to our mission.