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0325 - 175WOO | Customer Success Specialist

Customer Success Specialist

Our client is looking for a Customer Success Specialist to join their remote team. This role is part of a dynamic customer success team dedicated to simplifying the claims process. The specialist will be responsible for actively listening to customers, demonstrating empathy in high-stress situations, and serving as a key point of contact for customers, insurance adjusters, and body shops.

Responsibilities

  • Engage with customers remotely, ensuring a seamless service experience.

  • Handle a high volume of inbound and outbound calls in a call center setting with a strong sense of urgency.

  • Communicate effectively via phone, email, and text.

  • Utilize CRM tools to log and track customer interactions.

  • Maintain detailed records and documentation.

  • Manage challenging customer interactions while maintaining a positive and consultative approach.

  • Set and manage expectations regarding required documentation, processes, and deadlines across multiple carriers.

  • Meet and exceed individual performance goals on a monthly, quarterly, and annual basis.

Qualifications

  • Previous experience in a customer service environment.

  • Excellent communication (written & verbal) and time-management skills.

  • Highly driven, competitive, and results-oriented.

  • Ability to thrive in a fast-paced startup environment with minimal supervision.

  • Experience with CRM software (e.g., Salesforce) is a plus.

  • Call center or general insurance knowledge is advantageous.

  • Strong attention to detail and organizational skills.

  • Proactive mindset with a strong work ethic.

  • Outgoing and personable personality.

Benefits

  • Flexible working hours.

  • Opportunity to work in a fast-growing and evolving company.

  • English language classes provided.

  • Fully remote work.

  • Additional benefits available.

Work Mode: 100% Remote

Our client is more than just a conventional software company; they specialize in LegalFin Tech solutions, combining expertise in legal and financial technology with innovative software development.

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