Who we are at Embroker

Embroker is the digital insurance company committed to transforming business insurance. With a radically simple approach, Embroker is replacing the 1970’s technology of the insurance industry, with a first-ever end-to-end digital insurance platform that provides better coverage and reduced cost; all in minutes, not hours. Founded in 2015 and headquartered in San Francisco, Embroker has raised over $150M of funding from leading fintech investors.

Radically Simple > Needlessly Complex.

The value of this position

Our Senior Customer Success Managers are obsessed with our clients’ success as they lead their teams in identifying, managing and facilitating the transfer of client risks. Their goal: serve clients; understand their business; partner clients with the appropriate markets/trading partners and drive clients in being more successful through making better business decisions in mitigating risk.   

What you will own in this role: 

• Lead relationship management of a book of business consisting of Health and Benefits clients
• Responsible for overall performance of book of business and account management
• Review policies and program coverages and make recommendations to clients 
• Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
• Recommend coverage improvements and additional policies based on experience and tools available in the Embroker proprietary cloud-based service platform
• Partner with producers to sell and manage client’s insurance portfolio through entire lifecycle
• Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform
• Assist with application preparation and data submission
• Quote online or send submission to markets as applicable
• Bind policies
• Process policy audits and oversee compliance regulations
• Work with support teams to help deliver outstanding client service and satisfaction.  This may include mentoring, answering questions, helping to improve processes, etc.

What experience we think is the right fit:

• Life and Health producer license with 10-15 years experience
• Technical knowledge of Health and suite of ancillary benefits coverages
• Proficient with all Microsoft Office 365 tool, experience with SalesForce a plus
• Highly organized and able to prioritize multiple tasks
• Configuration experience with HRIS, payroll, and benefit enrollment systems
• Comfortable in a quickly changing and dynamic environment
• Takes pride in delivering high quality client service outcomes and satisfaction
• Self-confident with strong written and verbal communication skills
• Ability to work in fast paced, high transaction volume environments with minimal training
• Self-motivated, highly organized, positive, and able to focus on delivering high-quality and timely results for projects and assignments
• Excellent communication skills both verbal and written

Our Pack at Embroker lives our values

• Pack First
  We succeed and fail as one team. We always optimize for what is best for our entire organization. We communicate honestly and openly, treat each other with mutual respect, and assume positive intent in interactions. 

• Create Magic
  We deliver delightful experiences at every customer touchpoint and dedicate ourselves to make each one exceptional. We build transformational world-class products by applying our full creativity to find solutions to even the hardest problems. 

• Be All-In
  We make focused commitments. We are accountable to ourselves and each other to deliver on time. We move fast and attack challenges with relentless positivity. We build things that make us proud.

We believe that systemic structures and practices disproportionately disadvantage the most marginalized people in society — including people of color, people from working-class backgrounds, women, and LGBTQ people. We believe that these communities must be represented and included in the work we do, to make our Pack stronger, more creative, and improve the way we do business. We strongly encourage applications from people with these identities or who are members of other marginalized communities.