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We are seeking a P&C insurance professional to join a growing insurtech company as a key member of its Customer Success team. This is an opportunity for someone with experience in claims, SIU, fraud investigations, or insurance operations who wants to use that expertise in a more consultative, customer-facing technology role.
You will serve as a trusted advisor to insurance customers, helping them successfully adopt the company's software, identify meaningful use cases, and achieve measurable value from the platform. You do not necessarily need to come from a traditional SaaS Customer Success background. Strong insurance knowledge, curiosity, relationship-building ability, and a willingness to learn are equally important.
The company's customers range from smaller investigative organizations to major insurance carriers, creating an opportunity to work with a wide variety of claims, fraud, and insurance professionals.
What You'll Do
- Build trusted relationships with customers and develop a strong understanding of their operations, challenges, and business objectives.
- Maintain regular customer contact through calls, emails, account reviews, and success-planning conversations.
- Help customers understand how the platform can support their claims, SIU, fraud-detection, and investigative workflows.
- Guide onboarding and training and help customers become confident, self-sufficient users of the technology.
- Monitor platform usage, account health, performance data, and customer engagement to identify risks and opportunities early.
- Proactively address challenges and coordinate internal resources to keep customers successful.
- Gather customer feedback and communicate insights to Product, Sales, Operations, and other internal teams.
- Own and support customer renewals while identifying appropriate opportunities to expand relationships.
- Recognize signals that additional products or capabilities could provide value and partner with Sales on those opportunities.
- Help improve Customer Success processes, reporting, analytics, and internal best practices as the organization continues to grow.
- Roll up your sleeves and contribute wherever necessary in a fast-moving entrepreneurial environment.
What We're Looking For
We are open to several different insurance backgrounds. Relevant experience could include:
- P&C claims adjusting or claims management.
- Special Investigation Units (SIU).
- Insurance fraud investigation or fraud analytics.
- Claims operations or claims administration.
- SIU operations, coordination, or analytics.
- Carrier-side claims support.
- Private investigation organizations serving insurance carriers.
- Insurtech organizations supporting claims, fraud, or investigations.
Approximately 3–7 years of relevant experience could be a strong fit, although we are more interested in career trajectory, capability, and potential than a specific number of years.
The Ideal Candidate
You are someone who:
- Understands P&C insurance and can comfortably discuss claims, investigations, SIU operations, or related insurance workflows.
- Enjoys talking with customers and building long-term professional relationships.
- Is an active listener who can identify the underlying business need rather than simply reacting to the immediate request.
- Is comfortable learning software and explaining technology to insurance professionals.
- Can analyze usage, performance information, and customer feedback to identify risks and opportunities.
- Has enough commercial awareness to recognize an expansion opportunity without approaching every interaction like a sales call.
- Is organized, resourceful, analytical, and comfortable managing multiple priorities.
- Is coachable, curious, and eager to develop beyond your current insurance specialty.
- Can operate effectively when processes are evolving and the answer is not always obvious.
- Is willing to handle both strategic customer conversations and hands-on operational work.
- Thrives in a collaborative, globally distributed, remote-first organization.
Why This Opportunity
This is an excellent opportunity for an insurance professional who wants to move beyond a traditional claims or SIU career path and enter the growing insurtech industry.
Rather than simply processing claims or investigations, you will work directly with customers to understand how they operate, help them improve their results through technology, and influence how the company's products and Customer Success organization continue to evolve.
You will have the opportunity to develop experience across customer strategy, SaaS adoption, renewals, account growth, analytics, product feedback, and technology while continuing to leverage the insurance knowledge you have already developed.
The environment is entrepreneurial and fast-moving. Processes are still evolving, priorities can change quickly, and team members are expected to take ownership and help solve problems rather than wait for a predefined playbook. For someone who enjoys learning, building, and making an impact, that is a significant part of the opportunity.
JOB ID: 181254
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Warren Mead