Remote Project Manager | WFH - Department

Job Overview

Join our innovative and tech-savvy risk management firm, where we are committed to making a significant impact in the U.S. Workers' Compensation, Safety, and Compliance sector. Our suite of services includes Workers' Compensation Claims Management, Safety Management, and Compliance, complemented by a range of proprietary technological solutions. This is a remarkable opportunity to become part of a rapidly expanding technology company.

Key Responsibilities

• Provide essential support to Claims Advocates, facilitating the delivery of outstanding client services.
• Assist in onboarding new clients utilizing Salesforce, Salesforce Communities, and Microsoft Suite tools.
• Conduct thorough quality control on incoming documents to ensure data accuracy.
• Maintain and track account timelines for monthly, quarterly, and ad hoc reporting, collaborating closely with Claims Advocates.
• Organize and retrieve loss data from carriers and brokers as required.
• Document account updates and claim status reports in the CRM system.
• Liaise with carriers to ensure timely claim status reports and upcoming reviews.
• Prepare Claims Management Summaries and other reports upon request by Claims Advocates.
• Support customers with their SaaS portal needs to ensure seamless navigation and access.
• Collaborate with the Customer Success team on marketing initiatives, including newsletters and social media outreach.
• Engage in customer outreach initiatives to foster ongoing satisfaction and retention.
• Contribute to operational and service team projects as necessary.
  
  

Required Skills

• Proficiency in Microsoft Suite applications: Teams, Word, Excel, PowerPoint, and Outlook.
• Familiarity with Salesforce or other CRM systems beneficial.
• Exceptional organizational and multitasking abilities, capable of managing multiple projects independently.
• Strong relationship-building skills with a focus on customer satisfaction and retention.
• Excellent verbal and written communication skills, with the capacity to summarize data effectively.
• A proactive attitude with a commitment to making a positive impact on employers and communities.
  
  

Qualifications

• Bachelor's degree.
• A minimum of 7 years in Customer Success and/or Account Management, preferably within the insurance or technology sectors.
• ARM or PMP designation is advantageous.
• Commitment to confidentiality and adherence to ethical business practices.
  
  

Career Growth Opportunities

• Cultivate expertise with emerging technologies and their application in service strategies.
• Learn to calculate Experience Modification Rates (EMRs/X-Mods) and comprehend their implications on Workers' Compensation Insurance premiums.
• Gain valuable insights into sales strategies and the execution of service plans.
• Build knowledge in Workers' Compensation and OSHA compliance, alongside general business strategy.
• Engage in a professional growth plan within a young, forward-thinking organization.
  
  

Compensation And Benefits

• Competitive salary package.
• Comprehensive benefits offering.
• 401(k) with company matching.
• Stock options.
• Flexibility to work from home.
• Structured professional development plan.
  
  

This position represents an excellent opportunity for an individual seeking to advance their career in a supportive, forward-thinking environment. If you are passionate about enhancing customer success, eager for new challenges, and ready to contribute positively to our mission, we invite you to apply!

Employment Type: Full-Time