Customer Success Manager

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November 25

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Federato

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Artificial Intelligence • Insurance

Federato is an innovative company that provides an AI-driven platform designed to transform underwriting processes for insurance companies. Their platform, known as RiskOps, helps insurers achieve profitable underwriting growth by automating submission triage, offering real-time decision support, and consolidating multiple systems into a single, efficient workflow. Federato's solutions are tailored for carriers, MGAs (Managing General Agents), and mutual insurance companies, offering them improved visibility, efficiency, and the ability to prioritize high-value accounts. With features like seamless rating interfaces and efficient submission portals, Federato aids insurers in streamlining their operations and enhancing their underwriting capabilities using advanced technology.

11 - 50 employees

🤖 Artificial Intelligence

💰 $15M Series A on 2022-09

📋 Description

• Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem • Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management • Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers need • Be the expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers • Build and maintain strong relationships with key stakeholders and influencers at our client • Use data to develop insight and understanding of customer’s business needs, goals and product utilization • Identify and position opportunities for revenue growth and expansion

🎯 Requirements

• 5+ years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred • Experience in customer success, customer service or other client-facing, relationship management positions a plus • Outstanding ability to take a consultative approach, communicate and nurture positive business relationships • Accountability, and personal organization are essential, project management skills and agile methodology are a plus • Experience in leading a diverse group and training each according to needs and core values • Both a leader and a do-er, able to be both strategic and effective at execution • Strong business acumen and executive presence to convey credibility at all stages • Technology savvy, and an innovative problem solver • A business, risk management, communications or marketing degree is helpful.

🏖️ Benefits

• Stock options • Benefits and additional perks