Sr Professional, Insurtech Customer Success

Employment Type

: Full-Time

Industry

: Miscellaneous



Job Summary Join the team that powers the global real estate economy - CoreLogic is an innovative, future focused company whose vision is to deliver unique property-level insights that power the global real estate economy. We are a $1.95 billion in sales company with more than 6,000 employees globally serving the financial services and insurance industries. We are evolving at a rapid pace and the clients we serve are challenged from every direction, which means we are growing and innovating to help drive their success. Working together, and differentiated by our superior data, analytics and data-enabled solutions, we empower our clients to make smarter business decisions through data-driven insights. We take initiative, are fully accountable, build respect and trust, make transparency a must-and engage, include and collaborate at every turn. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees. Job Description: Join the team that powers the global real estate economy - CoreLogic is an innovative, future focused company whose vision is to deliver unique property-level insights that power the global real estate economy. We are a $1.95 billion in sales company with more than 6,000 employees globally serving the financial services and insurance industries. We are evolving at a rapid pace and the clients we serve are challenged from every direction, which means we are growing and innovating to help drive their success. Working together, and differentiated by our superior data, analytics and data-enabled solutions, we empower our clients to make smarter business decisions through data-driven insights. We take initiative, are fully accountable, build respect and trust, make transparency a must - and engage, include and collaborate at every turn. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees. As a key member of the CLGX field based Customer Success Team, the Sr. Professional is a seasoned professional delivering on Insurtech Integration targets and client initiatives. This position is responsible for interactions with Insurtech companies in support of Underwriting Center and Claims products/workflows. The Sr. Professional must be able to independently demonstrate advanced leadership skills, excellent communication skills and innovative/creative thinking to manage the efficient and consistent delivery of on-site service to our customers and business partners. Additionally, it is expected that this position coordinate with other departments such as Sales, Training, Client Services, and the TSC to ensure a superior client experience. The Sr. Professional Customer Success Team member is directly responsible for all field-based support the customer has with CoreLogic to ensure a differentiating client experience is achieved, with clearly identifiable value being delivered. Job Duties: On-site activities include but no limited to: Lead discovery sessions to learn and document workflows on Insuretech Integrations into our Underwriting and Claims products. Lead the implementations, user acceptance testing, production roll-outs and training sessions as required Participant with other Customer Success Professionals on the client implementations, pilots, user acceptance testing, production roll-outs and training sessions as required Lead Management Meetings to review usage, vendor performance, spend metrics, leakage, end-to-end workflow reviews and other client metrics Coordinate software configuration and testing sessions with other team members Do Joint SWOT/Gap analyses Lead new product discussions to include workflow impact and implementation plans for both CoreLogic products and Insurtech. Attend insurtech conferences Any other activities as identified and requested by the Insurtech integration. Lead and Manage onboarding and post production integration with Insurtechs Executes improvements to the insurtech ongoing process, product integration and system challenges Ability to solely drive key plans/initiatives (i.e. workflow documentation, service enhancements, gap analysis) through idea generation, planning and finally the measurements of results. Manage to agreed-upon scope of a change requests Manage the resolution of all open issues following established escalation processes Maintain current implementation guides and all documentations for Customer. Proven ability to anticipate business issues and work with the Insurtech to minimize their impact on service (i.e. impact of new enhancements on a customer) Help manage expenses pertaining to the CoreLogic Operation - travel and training costs are managed in the most prudent manner Develop and maintain an advanced working/technical knowledge of the CoreLogic underwriting and claims product suites Manage and maintain with Marketing staff Sales Enablement Tools for Insurtech Integration. Works independently with very limited supervision. Coordinate with Client Services, Accounting and Legal staff to ensure all agreements are signed and billed per guidelines. Develop working relationship with CoreLogic Sales, Product, Training and Client Services staff to utilize product knowledge and establish customer relationships in support of existing and new client acquisition efforts Work with the Technology, Product and other Client Service Team members to manage the resolution of all open issues for the customer following established processes Contributes to the completion of team objectives Job Qualification: Education, Experience, Knowledge and Skills Ability to effectively communicate (written and verbal) with all levels of staff be they front line employees or in Sr. Leadership positions. Ability to independently meet with the client's Sr. Underwriting and Claims leadership teams, prepare for and conduct such meetings and coordinate resources as required for such meetings. Demonstrates insight of problems and opportunities by reviewing data and information in order to determine alternatives, risks and implications. Demonstrated ability to make independent decisions and recommend operational workflow improvements. Accepts ownership of management decisions and initiatives by demonstrating the ability to communicate them to others in a positive and effective manner. Effectively lead by example, acting as a role model to your team, fellow employees and customers of all levels. Conduct interpersonal communication with others in a manner that engages and empowers people to make recommendations, provide feedback or seek assistance in an open forum. Successfully exercise sound business judgement by demonstrating the ability to think outside the defined parameters, utilizing a logical thought process. Experience with MS Word, Excel, PowerPoint and Project required Experience with Shared Services Model Ability to travel extensively to/from client locations BA or BS or 10 years prior relevant industry experience required MEASUREMENTS Client retention and identifying upsell opportunities Customer engagement and feedback CLGX partner engagement and feedback The timeliness, thoroughness and quality of work product and performance (i.e. training, roll-outs, pilots, reports, etc…) Success at proactively contributing to and meeting CoreLogic's objectives and goals. Manager observation and review of work product. CoreLogic offers an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. CoreLogic is an Equal Opportunity/Affirmative Action employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. CoreLogic maintains a Drug-Free Workplace. We are fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone's unique contributions, experiences and values. Please apply on our website for consideration. CoreLogic's Diversity Commitment: CoreLogic is fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences. EOE AA M/F/Veteran/Disability: CoreLogic is an Equal Opportunity/Affirmative Action employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. CoreLogic maintains a Drug-Free Workplace. Please apply on our website for consideration. Privacy Policy - http://www.corelogic.com/privacy.aspx Connect with us on social media! Click on the quicklinks below to find out more about our company and associates.

Launch your career - Create your profile now!

Create your Profile