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Customer Success Associate - Property & Casualty






New York City, NY, US


Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy all types of insurance online. Since 2014, we’ve become the nation's leading insurance marketplace, raising over $52 million of venture capital and helping more than 5 million people get vital coverage for their families.

We're growing rapidly and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we’ve been voted one of INC's best workplaces two years in a row!

About the role...

Are you looking for the chance to make a huge impact on a growing startup with a mission to impact hundreds, thousands, potentially millions of people? We’re looking for a Customer Success Associate to be on the front lines of our brand new Property & Casualty product vertical! This role will support our home and auto insurance Sales and Case Management teams by ensuring every user has a seamless onboarding experience. This is a unique opportunity to be a founding member on a rapidly growing team that is going from 0 to 100 real quick!

You will…

  • Play a major role in building out a new Property & Casualty insurance product line for Policygenius
  • Triage inbound home and auto questions and service requests over chat, email, and phone
  • Support our Case Management team in collecting and verifying risk assessment data
  • Work closely with carriers and loan officers to help create a unique customer focused on boarding experience for new clients
  • Assist our Sales Agents with payment processing and Evidence of Insurance requests - coordinating with users, carriers, and mortgage brokers
  • Identify operational improvements and efficiency opportunities
  • Help us build team culture and camaraderie on a fast paced team!

You have...

  • 1+ years’ experience in home, auto, or commercial insurance - P&C license preferred, but not required
  • A customer service mindset - a passion for helping clients get the protection they need
  • Quick adaptation to new technology and ability to navigate multiple systems
  • Strong attention to detail and self-management
  • A positive attitude, effective problem-solving skills, and teamwork mindset
  • Honesty & integrity – you do not cut corners ethically and can be trusted to do the right thing for clients and for the team
  • The desire to grow professionally and contribute to the success and culture of the company
  • A deep appreciation for the power of a well-placed gif

You’ll get...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It’s a secret!)

Apply for the job

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