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Customer Success Analyst

6/19/2025

Remote

Job Summary

A company is looking for a Customer Success Analyst to manage post-implementation service items and ensure customer satisfaction for pooled producer accounts.

Key Responsibilities
  • Serve as the single point of contact for post-implementation service requests and issues for pooled producer relationships
  • Triage inquiries and involve the correct Subject Matter Experts to resolve issues efficiently
  • Track, report, and achieve Service Level goals while analyzing service requests to identify trends and improve service efficiency
Required Qualifications
  • Bachelor's degree in a business-related area or 3+ years of experience in the insurance or voluntary/worksite fields
  • Proficient in MS suite of products and Outlook
  • Demonstrated ability to establish and maintain respectful relationships with various stakeholders
  • Ability to recognize and act on opportunities to enhance customer relationships
  • Working knowledge of voluntary administration, including premium billing and service models, is preferred

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