B2B Insurance Customer Success Manager — Remote

Coalition, Inc.; Provo (UT); Hybrid; USD 57,000 - 65,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Flexible PTO

Home office stipend

Wellness programs

Advancement opportunities

Job summary

Coalition, Inc. in Provo, UT is seeking a Customer Success professional to ensure top-tier support for prospective and current customers across our quoting platform and cybersecurity tools.

You will collaborate with sales, insurance, security, and claims teams to resolve complex inquiries, coach peers, and help translate QA insights into practical coaching or documentation updates. The role offers a full-time, in-office (Provo) or remote outside Utah setup.

Qualifications

• 3+ years in a customer-facing support, service, operations, or customer success role in a high-volume B2B environment.
• Experience coaching or mentoring peers/new hires in a high-volume customer success, support, or operations environment.
• Experience creating or improving training materials (playbooks, macros, wikis, Looms, or guides).

Responsibilities

• Ensure prospective and current customers receive assistance from Coalition’s sales, insurance, security and claims teams.
• Answer inbound questions via live chat, email, and phone.
• Identify knowledge gaps and help translate QA themes into coaching or documentation updates.
• Support training and onboarding for new and existing team members.
• Educate customers on Coalition’s products and how to use the quoting and cybersecurity platforms.
• Perform administrative insurance functions to support growth.
• Collaborate with the team to implement changes mitigating customer pain points.

Skills

Customer-facing experience

Training/coaching peers

Excellent communication

Organizational skills

Tools

Looms

Job description

Coalition, Inc. in Provo, UT is seeking a Customer Success professional to ensure top-tier support for prospective and current customers across our quoting platform and cybersecurity tools.

You will collaborate with sales, insurance, security, and claims teams to resolve complex inquiries, coach peers, and help translate QA insights into practical coaching or documentation updates. The role offers a full-time, in-office (Provo) or remote outside Utah setup.