Job Description

Customer Success Manager (InsurTech)

We are presenting an Insurtech company transforming the way insurance intermediaries and employers manage employee benefits and corporate insurance. Our platform combines technology, insurance expertise, and customer-focused innovation to deliver fast, fair, and transparent solutions.


We are looking for a

Customer Success Manager

to join our Singapore team. This role is critical in ensuring our clients and partners are supported, engaged, and maximising value from our platform.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for assigned clients and intermediaries. Build and maintain strong, long-lasting customer relationships to ensure retention and satisfaction. Actively listen to client needs and translate them into platform solutions.

Customer Success & Growth

Drive adoption and usage of Insgeek's platform features across client organizations. Monitor client health, proactively addressing issues to ensure success and renewal. Conduct regular account reviews and provide insights/reports to clients. Identify upselling and cross-selling opportunities, working with the sales team to close.

Insurance & Technical Knowledge

Advise clients on insurance-related matters in relation to their employee benefits or corporate insurance usage on the platform. Understand platform workflows, data, and integrations to guide clients in leveraging tech solutions effectively. Collaborate with product and tech teams by sharing client feedback to improve the platform.

Operational Excellence

Ensure timely and accurate support for client queries, claims, and renewals. Train HR teams, intermediaries, and users on platform usage. Support onboarding of new clients, including data setup and product demonstrations.

Requirements

Experience

: 3-5 years in customer success, account management, insurance broking/agency, or insurtech/HR tech platforms.

Insurance Knowledge

: Familiar with corporate insurance and employee benefits (e.g., medical, group life, GI).

Tech-Savvy

: Able to understand SaaS/tech platforms and explain workflows clearly to clients. Strong communication and presentation skills (both written and verbal). Proactive problem-solver with a customer-first mindset. * Team player with the ability to work cross-functionally (sales, product, operations).