Client Success Advocate

Job DetailsJob Location: US OH EPR 001 Mason OH Office - Mason, OH 45040About Inhabit

Inhabit operates a unique collective of tech-forward companies serving the residential, commercial, and short-term rental industries. Our team members deliver best-in-class software solutions and services while fostering innovation and collaboration with business leaders and industry experts. Inhabit believes that property managers are central to the success of the residential and short-term rental markets and delivers products built to empower them, their investors, and communities. Come help build the company you want to Inhabit. To learn more, visit inhabit.com. 

About ePremium Insurance

We are passionate about building a world-class sales team, as we believe that exceptionally talented people are the key to delivering a great customer experience at every turn. We provide a unique opportunity to grow by being surrounded with a team of brilliant and experienced individuals and leaders. Our team is dedicated to cultivating personal and professional development by creating a culture of feedback, transparency, innovation, passion, learning and winning. Our business is dependent on happy clients who understand and participate in the ePremium vision.

Job Description Summary

We are looking for a Client Success Advocate that supports the account management teams. The Client Success Advocate will be a contact point with all departments to ensure clients are supported and their needs are met. You will ensure that communication with existing clients is met, and their needs are supported. Conduct client training with new and existing clients.

What You’ll Do (Functions & Responsibilities)


Update and maintain customer data in CRM
Email correspondence
Monthly and custom report generation
CRM maintenance
Participate/Lead Client Training sessions
Support Sales and Account Management Teams
Corporate contact for Client base
Work across all Departments to support Client needs
Assist in onboarding new Clients
Maintain monthly contact with existing Client base
Outbound Client calls to drive product adoption

QualificationsWhat We’re Looking For (Minimum qualifications)


Minimum of 2 years customer service experience; client-facing
Multifamily experience in the insurance industry preferred
Intermediate level Excel skills (comfortable with formulas, sorting, etc.)
Ability to multi-task in fast paced environment
Problem solving skills
Root cause analysis; ability to handle technical issues and explain in terms clients can understand.
Flexibility to transition from one task to another
People skills
Business and organizational skills
Time management; proven ability to handle multiple projects at one time and prioritize.
Verbal and written communication
Strong phone etiquette


Education Requirements


High school degree or equivalent, some advanced study preferred


Type


Hourly, Non-Exempt, Full-Time


Location


Mason, Ohio
We have an in-office work style, with most team members working in the office from Monday to Thursday and remotely on Friday.


Benefits Include


Competitive Pay
Health Insurance: Medical, Dental, Vision and Prescription Plans
Health Savings Accounts
Flexible Spending Account
Dependent Flexible Spending Account
Critical Illness
Accident
Retirement Savings Plan (401K) with discretionary company match
Short and Long Term Disability
Company Paid $25,000.00 life insurance
Supplemental Life and AD&D Insurance
Employee Assistance Program
Paid Holidays
Paid Vacation
Paid Volunteer Time
Inhabit Employee Discount Programs


Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants. 

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