As a Customer Success Manager I, you'll retain and grow revenue by providing excellent customer service, optimizing products, and identifying upsell opportunities. You will handle customer inquiries, record interactions in SalesForce, and collaborate with the Sales team to improve customer experiences and retention.

The Insurance Sales Operations Manager will oversee the P&C policy sales team’s operational needs including training, sales metrics, technology, scripting, and workflow management. They will leverage analytics to enhance team performance and work collaboratively with leadership to meet strategic goals.