Customer Success, Onboarding

About the role

You understand the importance of customer success and you take pride in going over and beyond to help your customers. You always put your customer first. You have a strong communication skill, and you are passionate about helping people. You can think on the feet to come up with creative solutions for customer issues.

What you'll do

• Act as the primary point of contact for customers during the onboarding journey
• Maintain frequent, proactive, and clear communication with customers via email, chat & call
• Build strong working relationships with insurer operations teams
• Coordinate with internal teams like Sales, Account Management, Support, Claims, Endorsements, etc., to resolve onboarding-related gaps
• Ensure high accuracy in all onboarding data shared with insurers and internal systems. Errors should be minimal

What you need

• 1–3 yrs of experience
• Customer success
• Onboarding
• Customer service
• HubSpot
• Communication
• Sales
• Any graduate

Good to have

• SOP writing