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Client Success Representative

Client Success Representative

UnderstoryMadison, WI, US
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Client Success Representative At Understory

Have you consistently bridged the gap between businesses and their clients, creating lasting relationships and ensuring unparalleled service delivery? Do you thrive in fast-paced, client-centric environments where every interaction matters? If the answer is yes, we invite you to elevate your career with us at Understory.

As a Client Success Representative at Understory, you'll be instrumental in nurturing and expanding our relationships with our distinguished clientele. Your role goes beyond traditional customer service; it's about being the voice of the client within our organization and ensuring that our products and services consistently exceed expectations.

In our collaborative, fast-paced environment, you will be surrounded by a team with expertise in weather and climate, insurance, data science, technology, and R&D. Your day-to-day tasks will help shape the underpinnings of a revolution in insurance, and your contribution will be integral to our success.

Your main role responsibilities will include :

  • Managing a book of business through brokerage partner relationships, leveraging a detail-oriented approach to ensure precise onboarding and ongoing supportall while staying flexible and adaptable to ever-evolving client needs.
  • Cultivating and maintaining strong relationships with our key clients and understanding their business needs and challenges.
  • Collaborating seamlessly with the sales and underwriting teams to deliver superior service, quickly adjusting priorities as needed to meet shifting demands without losing sight of deadlines.
  • Providing regular updates and feedback from clients to internal teams to drive product and service enhancements.
  • Developing client growth strategies to meet their insurance coverage needs.
  • Communicating with clients about risk mitigation opportunities, attentively gathering feedback and customizing solutions to address unique challenges.
  • Addressing and resolving client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care.
  • Leading regular client review meetings to discuss performance metrics, strategic goals, and program feedback, and driving ongoing improvements through a collaborative, forward-looking approach.

You're exactly the professional we're looking for if you :

  • Possess at least one year of experience in client relationship management, customer service, administration, or a similar role, with a track record of managing high-profile accountsand excel at cultivating strong, positive relationships through proactive communication, empathy, and a deep understanding of client goals.
  • Exhibit exceptional interpersonal and communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interactionwhether onboarding or troubleshootingis handled with precision.
  • Demonstrate flexibility and adaptability in dynamic, ever-changing environments, rather than relying on rigid processes or role boundaries, and show readiness to pivot as client needs and priorities shift.
  • Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmeddrawing on strong organizational and time-management skills to maintain momentum and meet deadlines.
  • Have extensive experience with Salesforce in managing requests for clients and partners to ensure quick service responses and maintaining clear, consistent documentation across all customer touchpoints.
  • And it would be a big plus if you have knowledge of commercial property insurance or the auto dealership industry.
  • Compensation includes :

  • Base salary commensurate with experience.
  • Full-time benefits.
  • Step into a pivotal role at Understory as a Client Success Representative and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!

    About Understory

    Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.

    Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change is increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.

    Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.

    Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit www.understoryweather.com.

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    Client Representative • Madison, WI, US

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