Customer Success Associate

About the role

Responsibilities

• Respond to inbound questions and requests from prospective and current customers via online live chat, email, and (less frequently) phone.
• Ensure prospective and current customers receive timely, accurate assistance from Coalition’s sales, security, insurance, and claims teams by routing and coordinating inquiries as needed.
• Educate customers on Coalition’s products, including how to use our online quoting platform (for brokers) and our cybersecurity platform (for insureds).
• Perform administrative insurance functions to support quoting, binding, policy changes, and other key workflows that keep our growth engine running smoothly.
• Capture customer feedback, identify recurring pain points, and collaborate with teammates across Coalition to implement organizational and product improvements.
• Maintain clear, professional, and empathetic communication in every interaction, ensuring customers feel heard, supported, and confident in working with Coalition.

Skills and Qualifications

• Prior experience in a customer support or customer service role, or a strong demonstrated desire to learn and build these skills.
• Excellent interactive and communication abilities, both written and verbal, especially in customer-facing environments.
• Resourceful, enthusiastic, and comfortable operating in a fast-paced, start-up environment.
• Demonstrated ability to learn new tools, processes, and products quickly, with strong attention to detail.
• Prior insurance experience is not required, but is a plus.
• Incredibly positive attitude and a team-first mindset.

Compensation

About the role

Responsibilities

• Ensuring prospective and current customers receive the assistance they need from Coalition’s sales, insurance, security and claims teams
• Answering inbound questions and requests from prospective and current customers over online live chat, e-mail, and (much less frequently) by phone
• Partner with Team Leads and Operations to identify knowledge gaps, propose training topics, and help translate QA themes into practical coaching or documentation updates
• Support training & onboarding for new and existing customer success team members
• Educating customers on Coalition’s product, as well as how to use both our online quoting platform (for brokers) and cybersecurity platform (for insureds)
• Performing administrative insurance functions to keep our growth engine humming
• Working with the rest of the Coalition team to implement organizational and product changes that mitigate customer pain points

Skills and Qualifications

• 3+ years in a customer-facing support, service, operations, or customer success role, ideally in a high-volume B2B environment
• Demonstrated experience coaching or mentoring peers/new hires in a high-volume customer success, support, or operations environment
• Experience creating or improving training materials (playbooks, macros, wikis, Looms, or guides) is a strong plus
• Prior insurance experience is a plus, but not required; strong interest and ability to ramp quickly are essential
• Demonstrated ability to own and resolve complex customer issues end-to-end, exercising sound judgment on when to self-solve vs. escalate
• Excellent interactive and communication abilities, both written and verbal, especially in customer-facing roles
• Strong organizational skills and attention to detail; comfortable working in multiple systems and following structured processes without losing sight of the customer outcome.
• Resourceful, enthusiastic, and a desire to operate in a start-up environment – if you’re looking for an opportunity to learn and expand your skill set, this is the place!
• Incredibly positive attitude. Attitude overcomes all!

Compensation

This is a full-time, in-office position based in Provo, UT. The role is classified as non-exempt under FLSA guidelines, which means you're eligible for overtime pay when working more than 40 hours in a week. You may also be eligible for meal and rest breaks under applicable state law. While occasional overtime may be needed, you'll always be compensated fairly for your time and effort.

Our compensation reflects the cost of labor across several US geographic markets. The US base salary for this non-exempt position ranges from $19.23–$24.04 per hour (approximately $40,000 - $50,000, annually), depending on location and experience. Consistent with applicable laws, an employee's pay within this range is based on a number of factors, which include but are not limited to relevant education, skills, job-related knowledge, qualifications, work experience, credentials, and/or geographic location. Your recruiter can share more on target salary for your location during the interview process. Coalition, Inc. reserves the right to modify this range as needed.

Perks

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)!
• Competitive compensation and opportunity for advancement