Policygenius
New York, NY

Junior Customer Success Generalist - Life Insurance at Policygenius

| Greater NYC Area
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Customer Success at Policygenius…

Do you take pride in delivering an awesome experience for customers? Are you a team-player and a great communicator? Do you love getting into the nitty-gritty and have a keen eye for process? You might be a good fit for our growing Customer Success team!

Our high-performing Customer Success team is focused on helping our customers complete the final steps of activating their life insurance policy -- and making sure they feel good about it!

In this role, you will…

  • Master workflows while navigating insurance carrier websites and our proprietary CRM software, and take the wheel when troubleshooting and proposing solutions
  • Become a subject matter expert on our life insurance products and carriers through independent, onsite training and cross-functional collaboration
  • Communicate masterfully when working with internal stakeholders and leaving internal notes for your colleagues 
  • Provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience
  • After passing your life insurance licensing exam and completing comprehensive onboarding, receive additional training to specialize in one of the following areas:
    • Coordinator
      • Exhibit strong attention to detail while carefully reviewing documents for completion and accuracy
      • Develop phone and chat skills to communicate with insurance carriers and address clients’ questions about their policies and delivery requirements via phone, email and SMS
    • Agent
      • Learn and master consultative selling techniques to ensure coverage meets individual customer needs via phone, email and SMS
      • Answer customer questions about life insurance, the policy they've been approved for, changes in health class, and delivery requirements, all while maintaining a positive attitude

We’d love to hear from you if…

  • You have a Bachelor’s degree (preferred)
  • You have at least 1 year of experience with data entry, document review, other detail-oriented organizational tasks AND/OR with customer-facing work such as sales, customer service, client experience, etc. 
  • You’re quick to adapt to new technology and can easily navigate multiple computer systems and interfaces simultaneously 
  • You communicate precisely, professionally and with enthusiasm in both verbal and written communication with internal and external stakeholders alike
  • You possess a positive attitude, effective problem-solving skills, and passion for helping customers

You can expect...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Generous PTO 
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship!!!

About Policygenius

Policygenius is America's leading online insurance marketplace. Since 2014, our mission has been to help people get the financial protection they need (and feel good about it). We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. Our CEO and co-founder, Jennifer Fitzgerald, is one of only four women in the US fintech space to raise over $50 million in venture capital funding, and we’ve helped more than 30 million people shop for all types of insurance, placing over $35 billion in coverage to date.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" two years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law. 

Come join the team!

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Where we are

In the heart of the Flatiron district! Conveniently located near several NYC subway stops, the NJ Path train, and a short walk to Penn Station.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail
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What are Policygenius Perks + Benefits

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Diversity manifesto
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings weekly.
Cross functional training encouraged
Promote from within
Customized development tracks
Paid industry certifications

An Insider's view of Policygenius

What’s the vibe like in the office?

Think: startup meets productive adult office. The fridge is stocked with La Croix and there's usually a dog or two running around, but there's no ping pong. Everyone works hard and takes the job seriously. Strict "no chuckleheads allowed" policy. People are cool and from a really wide range of backgrounds.

Adam

Senior Product Manager

What kinds of technical challenges do you and your team face?

All of the normal challenges of building a modern (fairly cutting edge actually, if I do say so myself), scalable tech stack, just with the added twist of integrating with a bunch of fairly archaic APIs. The insurance industry historically isn't exactly a bastion of modern technology, but we're doing our darnedest to change that.

Trevor

Senior Software Engineer

What makes someone successful on your team?

Teamwork and problem-solving go a long way on my team and at Policygenius overall. I would say that individual ideas are not only supported but more importantly, encouraged. I'm consistently challenged, but always learning; our environment promotes both individual and professional growth. I'm looking forward to moving to the next level!

Masuda

Customer Success Team Lead

What is your vision for the company?

Our vision for Policygenius is to be the go-to consumer platform for insurance and financial protection. What Expedia did for travel, we're doing for financial protection. We're already the top platform for under-50 consumers for life insurance and disability insurance, and we're excited to expand that to new categories in 2019!

Jen

CEO

What's something quirky about your company?

So many team members have really interesting stories about their time before Pg. We’ve got trivia champions, ex-magicians, chicken bag experts, and even someone who used to be Madonna’s assistant. It’s all story-telling gold.

Justin

Chief Design Officer

Policygenius Careers In NYC
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