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Customer Success Associate

Role overview

Qualifications

  • 1+ years of experience in customer service or customer success in the insurance industry
  • Excellent written and verbal communication skills
  • Strong organizational and time-management skills
  • Knowledge of insurance software, specifically claims management, underwriting, or rating

Responsibilities

  • Provide exceptional customer support to payroll clients via phone, email, and chat
  • Gather, enter, organize, and manage migration and onboarding data accurately
  • Manage customer accounts and ensure timely onboarding through the customer success program
  • Maintain detailed and accurate records of customer interactions, delivering data-driven insights to support business decisions

Key facts

Hard skills

Other skills

  • Customer Service
  • Troubleshooting (Problem Solving)
  • Proactivity
  • Communication
  • Organizational Skills
  • Time Management

About the company

Hourly logo

Hourly

Insurance

Everything you need to pay your people, your payroll taxes and your workers' comp insurance made easy as pie.

Company details

Company typeSME
IndustryInsurance
Company size51 - 200

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Job description

Hourly, Inc. is seeking an energetic and customer-focused individual to join our team as a Customer Success Associate specializing in insurance. As part of our computer software company, you'll work with our insurance clients to help them succeed. You will be responsible for providing first-class support on our insurance software products and collaborating with our product development team to ensure customer satisfaction. Our ideal candidate will be able to handle a high volume of customer inquiries, provide insightful product feedback, and understand the customers' needs to provide comprehensive service.

Responsibilities

    • Provide exceptional customer support to payroll clients via phone, email, and chat
    • Gather, enter, organize, and manage migration and onboarding data accurately
    • Manage customer accounts and ensure timely onboarding through the customer success program
    • Maintain detailed and accurate records of customer interactions, delivering data-driven insights to support business decisions
    • Perform initial troubleshooting and triage of customer issues, escalating complex cases when necessary
    • Proactively identify and resolve potential customer concerns before they escalate
    • Develop and maintain expert knowledge of Hourly’s software products, payroll processes, and the insurance industry
    • Support and process U.S.-based payroll operations with accuracy and attention to compliance requirements
    • Communicate clearly, professionally, and effectively in both written and spoken English across all customer interactions
    • Build strong client relationships by delivering a positive, solution-oriented customer experience
    • Collaborate cross-functionally with internal teams to ensure customer success and satisfaction throughout the client lifecycle

Requirements

  • 1+ years of experience in customer service or customer success in the insurance industry
  • Excellent written and verbal communication skills
  • Demonstrated ability to work in a fast-paced environment while handling a high volume of customer inquiries
  • Strong organizational and time-management skills
  • Knowledge of insurance software, specifically claims management, underwriting, or rating
  • Ability to identify customer needs and proactively address concerns
  • Willingness to work PST
  • Autonomy
  • Proactivity
  • Advanced English proficiency
  • Excel and G-Suit

Benefits

  • Full-time Colombian contract + prestaciones
  • Fully remote position
  • Prepaid healthcare plan
  • Bonus for every referral that joins the company
  • Academic plans

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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