Customer Success Manager - Onboarding & Growth (Insurance)

The Juris Agency; Walnut Creek (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Career Growth Opportunities

Job summary

Matthew Capbarat Agency, Farmers Insurance in Walnut Creek, California, is seeking a Full-Time Customer Success Manager to deliver exceptional service, onboard new clients, and build lasting relationships.

You will work with sales, underwriting, and product teams to identify client needs, guide onboarding, and maintain detailed CRM records to ensure a smooth, positive customer experience.

Qualifications

• Positive, upbeat attitude and enthusiasm.
• Self-starter with a sense of urgency.
• Ability to multi-task and follow through.
• Strong work ethic and leadership skills.
• Strong written and verbal communication.

Responsibilities

• Assess and identify the wants and needs of clients over the phone and via email.
• Follow up with customers to assure satisfaction and address queries.
• Guide clients through onboarding to ensure smooth adoption of products.
• Collaborate with sales, underwriting, and product teams to meet client needs.
• Maintain detailed customer records and communications in the CRM system.
• Present and explain insurance policy options based on client goals.

Skills

Customer service

Communication

Multitasking

Self-starter

Leadership

Tools

CRM software

Job description

Matthew Capbarat Agency, Farmers Insurance in Walnut Creek, California, is seeking a Full-Time Customer Success Manager to deliver exceptional service, onboard new clients, and build lasting relationships.

You will work with sales, underwriting, and product teams to identify client needs, guide onboarding, and maintain detailed CRM records to ensure a smooth, positive customer experience.