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AI Summary

Guide customers through onboarding and telematics activation, manage account health, and resolve policy servicing, billing, driver, and device issues. Analyze customer and fleet data, collaborate across teams to improve workflows, maintain CRM records, and support customer communications and scalable process improvements.

Responsibilities

  • Guide insureds through onboarding and ensure timely telematics activation across drivers and devices.

  • Monitor account “health checks” and proactively reach out to resolve activation gaps or device issues.

  • Serve as a trusted advisor to customers, managing inquiries related to policy servicing, billing, driver changes, and account maintenance.

  • Analyze fleet and customer data to identify trends, compliance issues, and opportunities for improvement.

  • Collaborate cross-functionally with Product, Engineering, and Operations to troubleshoot and remove friction in customer workflows.

  • Document customer interactions, update CRM records, and contribute feedback to improve internal processes and customer experience.

  • Support Customer Engagement Managers (CEMs) in executing monthly loss control reports and customer communications.

  • Contribute to process innovation and scalability initiatives across the Customer Experience organization.

Skills and Qualifications

  • 3–6 years of experience in Customer Success, Account Management, Insurance Services, or similar operational/customer-facing roles.

  • Strong written and verbal communication skills with proven ability to build and manage customer relationships at all levels.

  • Proficiency in Microsoft Excel; experience with Salesforce, HubSpot, Slack, and Atlassian Suite a plus.

  • Highly organized self-starter with strong attention to detail.

  • Experience managing complex, multi-divisional, or geographically distributed customers.

  • Familiarity with commercial auto insurance and/or telematics-based programs preferred.

  • Solutions-oriented, customer-focused mindset with a track record of improving processes and driving outcomes.

Location: Remote

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