The successful candidate will directly handle both litigated and non-litigated commercial general liability claims, exhibiting a strong proficiency in insurance coverage analysis and risk transfer. Responsibilities include recognizing exposures, evaluating coverage issues, ensuring proper investigation, providing customer service, and formulating resolution strategies.
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Responsible for contacting all responsible parties on loans through telephonic or written communication to determine the cause of delinquency. Provides assistance and suggestions in the plan development to reinstate the memberβs obligations through either repayment arrangements or other integrity sales initiatives. Offer recommendations utilizing cross-selling of Credit Union products and services. Makes recommendations to supervisor as appropriate for action considered necessary where the existing circumstances jeopardize the interest of the Credit Union.
The Customer Success Manager will manage a portfolio of clients using HubSpotβs CRM, marketing, sales, and service tools. Responsibilities include building strong client relationships, understanding their needs, and ensuring they get maximum value from HubSpot products. The role requires close collaboration with sales, marketing, and customer success teams to provide exceptional service and drive client growth.
Assure customer satisfaction when clients use our Platform and communicate with the Customer Support Team. Ensure the high level of knowledge of the Customer Support Team, by training new and experienced officers, update learning materials. Ensure the quality and responsiveness of the Customer Support Team. Foster a high level of collaboration between Customer Support and the Companyβs other teams.