Customer Success Manager
Current- Initiated and conducted initial client intake, gathering essential information, explaining company procedures, claims process, and effectively addressing fee-related concerns- Expertly managed the entire claims process; client intake, preparation of contracts, claim filing, inspection coordination, follow up with adjusters for estimates and payments, ensuring for a smooth and successful outcome for clients. Working closely with a team of public adjusters, addressing their diverse needs effectively - Conducted outreach to prospective clients and roofing contractors, streamlining onboarding processes and expanding the company’s network.- Assisted the CEO in overseeing and managing all aspects of the company’s operations, with a primary focus on client management.- Demonstrated proficiency in using CRM systems, specifically Claim Wizard, and gained familiarity with Acculynx- Exhibited exceptional customer service skills, handling client inquiries and complaints with professionalism and empathy- Fostered strong relationships with roofing contractors, providing regular updates on clients' insurance progress and collecting necessary documentation to expedite claim approvals.- Engaged in continuous follow-ups with contractors, homeowners, and insurance companies to maintain up-to-date records of claims.- Responded proactively to client concerns and worked tirelessly to resolve issues, reflecting a commitment to exceptional service.- Demonstrated exceptional multitasking abilities in a dynamic work environment.
