Remote Customer Success Manager Role (Stockton)

Remote Customer Success Manager Role (Stockton)

19 Apr
|
UniTrust Financial Group
|
Stockton

19 Apr

UniTrust Financial Group

Stockton

Support clients effectively as a Remote Customer Success Manager. Provide ongoing guidance and ensure client satisfaction from the first interaction to long-term engagement with our solutions.
This full-time role requires personalizing client support, assisting in understanding insurance benefits, and maintaining thorough records. You'll collaborate with a team to elevate client experiences while staying informed on products and compliance. Enjoy a adaptable work schedule with no cold calling needed, focusing instead on warm leads.
Key Responsibilities:
• Handle virtual client interactions from onboarding to support
• Provide personalized guidance on insurance coverage
• Maintain accurate records and track performance




• Collaborate with teammates to enhance client outcomes
• Stay updated on products and compliance requirements
Requirements:
• No prior insurance experience needed; full training provided
• Strong communication and problem-solving skills
• Ability to work independently in a remote environment
• Client-first mentality with excellent follow-through
• Commitment to empathy and professionalism
Be part of a supportive workplace built on mentorship and success while engaging clients remotely.
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📌 Remote Customer Success Manager Role (Stockton)
🏢 UniTrust Financial Group
📍 Stockton

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