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Director, Life Insurance, Insurance Consulting & Technology
Director, Life Insurance, Insurance Consulting & Technology
JOB SNAPSHOT
Client Success Manager
New York, United States
The Role
- Guide customers through the onboarding process, providing training, resources, and support to ensure a smooth transition to the software
- Build and maintain strong relationships with customers, acting as the main point of contact for any questions, concerns, or support needs
- Manage technology customer accounts, develop technology account plans together with Client Relationship Managers (“CRMs”), proactively engaging with customers to understand their business goals, challenges, and opportunities for expansion
- Act as an escalation point for ongoing support and assistance to customers, helping them troubleshoot issues, resolve technical problems, and optimize their use of the software
- Establish a cadence of scheduled visits or calls, at least a quarterly basis, engaging with customers to gather feedback, understand their needs, and address any concerns or challenges they may have
- Advocate for the customer within the organization, ensuring their voice is heard and their needs are prioritized
- Drive customer renewals by ensuring customer satisfaction, demonstrating the value of the software, and proactively addressing any issues to prevent churn
- Promote product adoption and usage of key features, identifying opportunities for expansion and driving additional revenue for the company (cross and up sells)
- Collaborate with Practice/Proposition Leaders on a regular basis to align client retention priorities and messages
- Coordinate with the Customer Relationship Managers (CRMs) to ensure client contact lists are up-to-date and that we understand how our clients are utilizing our software
The Requirements
- 3+ years of experience in sales or customer success/experience function
- Proven experience in a customer success, account management, or customer service role, in the software industry
- Ability to multitask, prioritize, and manage multiple customer accounts simultaneously
- Excellent communication and interpersonal skills, with a customer-centric mindset and a focus on building strong relationships
- Experience with CRM systems and customer support tools
- Knowledge of customer success best practices and a passion for helping customers achieve success with software solutions
- Strong problem-solving skills and a proactive approach to addressing customer needs and challenges
- Bachelor’s degree
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary range being offered for this role ranges [$80K – $90K] USD per year, commensurate with experience and skills & competencies.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
New York, United States
UNSOLICITEDCONTACT
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
OUR OFFICES
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Meet our people
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
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