Peachy Insurance
51 - 200 employees
💸 Finance
👥 B2C
Insurance • Finance • B2C
Peachy Insurance is a family-owned insurance company that has been serving residents in metro Atlanta and across Georgia since 2018. The company offers a wide range of insurance products, including auto, homeowners, renters, and commercial auto insurance, designed to meet the diverse needs of their clients. Peachy Insurance prides itself on delivering tailored insurance solutions while ensuring exceptional customer service and support through every stage of life, from personal to business insurance needs.
Customer Success Manager
Job not on LinkedIn
🔥 0 minutes ago
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Peachy Insurance
51 - 200 employees
💸 Finance
👥 B2C
Insurance • Finance • B2C
Peachy Insurance is a family-owned insurance company that has been serving residents in metro Atlanta and across Georgia since 2018. The company offers a wide range of insurance products, including auto, homeowners, renters, and commercial auto insurance, designed to meet the diverse needs of their clients. Peachy Insurance prides itself on delivering tailored insurance solutions while ensuring exceptional customer service and support through every stage of life, from personal to business insurance needs.
📋 Description
• Keep clients happy and engaged • Monitor client messages and respond quickly • Conduct monthly check-ins focused on problem solving • Own the HubSpot ticketing pipeline • Manage onboarding for new agent clients • Maintain an at-risk scoring system • Collaborate with the sales team for upsell opportunities • Maintain a professional presence on LinkedIn and Facebook
🎯 Requirements
• Presents well and carries themselves with confidence • Sharp with data • Follow up without being asked • Honest when something is wrong • Can hold a business conversation • Manages CRM tools well • Comfortable traveling to events • Insurance experience is a plus
🏖️ Benefits
• Health insurance • Vision insurance • Dental insurance • Mental health benefits • 401(k) • 401(k) matching • Paid time off • Professional development assistance • Volunteer time off • Work from home
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