Insurance Services Director

Posted Yesterday
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Greenwood Village, CO
Hybrid
145K-160K Annually
Senior level
Insurance • Logistics • Software • Transportation • Business Intelligence
SambaSafety a SaaS company HQ'd in Denver, we are the leader In mobility & driver risk intelligence.
The Role
The Insurance Services Director is responsible for executing the Customer Success strategy with the Insurance Services team, managing customer relationships, and leading a team of Customer Success Managers. This role focuses on ensuring a successful customer journey, mapping the customer journey, and implementing strategies for customer retention and growth.
Summary Generated by Built In

Salary Range: $145,000.00 - 160,000.00
Who we are:
Hi, we're SambaSafety and we offer the industry's most comprehensive driver monitoring software. Our mission is promoting safer communities by reducing risk through data insights. Companies trust SambaSafety to keep their employees safe on the roads, price and reduce risk, help protect their brand, their bottom line, and our global community.
We've built an inclusive, supportive, and exceptional culture where every employee is empowered in their role. Don't take our word for it; we've been recognized as a Top Workplace by The Denver Post, Albuquerque Journal, Sacramento Bee, and Built In Colorado. And our employees rate SambaSafety as top-notch, with a rock solid Top Rating on Glassdoor.
What You'll Do:
The Insurance Services Director, Customer Success is responsible for executing SambaSafety's Customer Success strategy with the Insurance Services team. The Customer Success Insurance Director will play a critical role in managing existing customer relationships, managing the Insurance Services team, and developing strategies to grow our customer base. Our Customer Success Insurance Director will take ownership for ensuring a highly successful post sales customer journey. This role will regularly engage with enterprise and strategy level customers and partners, maximizing adoption of SambaSafety solutions, and collaborating with cross-functional teams. This role will report into the Vice President of Customer Success.
People Leadership

  • Manage a team of 4 Customer Success Managers (CSMs) that work with our enterprise and strategic customers and partners on a day-to-day basis
  • Create a positive and motivating work environment where team members feel valued and inspired to succeed
  • Champion the needs of our Insurance services customers throughout SambaSafety
  • Responsible for the success of the Insurance Services team through leadership, KPIs, systems, tools and processes
  • Recruit experienced CSMs, defining the appropriate functional vs. technical profile needed for the customer vertical
  • Actively participate in the recruiting, interviewing, onboarding, training, and ongoing engagement of team members
  • Collaborate with individual team members on creating professional development plans that focus on the individual's growth
  • Foster collaboration across verticals and across other stakeholder groups involved in the customer lifecycle


Define and Optimize Customer Journey

  • Map insurance services' customer journey and standardize interventions for each point in the journey (e.g., adoption, growth, renewal, etc.)
  • Define segmentation of the insurance customer & partner base and varying strategies to serve each segment (e.g., Enterprise, Strategic, Mid-Market, etc.)
  • Identify opportunities for continuous improvement and implement best practices across teams
  • Capture, track, and report Voice of the Customer to company
  • Collaborating with cross-functional peers in Onboarding, Customer Implementation Services, and Technical Customer Services to ensure the customer is at the center of our processes


Strategic Thought Leadership & Customer Growth

  • Continually identify opportunities to increase revenue, particularly in the areas of retention, upselling, and customer experience; able to effectively communicate and lead the teams to implement these ideas
  • Influence future lifetime value through higher product adoption, customer satisfaction and overall health scores
  • Create and execute on strategies to minimize churn across products
  • Drive new business growth through greater advocacy and customer testimonials
  • Analyze customer data to develop industry insights that inform strategic decisions throughout SambaSafety
  • Maintain knowledge on key industry trends and best practices and translate them into actionable strategies for the workforce services team
  • Collaborate with product, marketing, and sales to ensure a customer-centric approach


Customer Advocacy

  • Maintain existing strong relationships with top insurance customers and partners and act as the executive stakeholder when required
  • Act as the escalation point of contact for communications with key customers or at-risk customers
  • Champion customer priorities and interests with internal stakeholders to build strategic roadmaps and direction
  • Provide expertise on SambaSafety's solutions and passionately explain how we can add value to our customers
  • Communicate regularly with leadership to provide key insights, quarterly metrics, and suggestions for improving customer success across the insurance customer-base


Operational Functions

  • Track, report and optimize the performance of relationships, including identifying issues as they surface, assess possible solutions and execute them swiftly
  • Collaborate with stakeholders to successfully onboard new accounts and establish the framework for them to thrive
  • Collaborate with the Account Executives and Enterprise Sales Team to develop and document a growth strategy
  • Act as the escalation point of contact for communications between external organizations and the insurance services team
  • Collect and report on key performance metrics and provide analysis to support strategic and operational decision-making on key initiatives
  • Understand and communicate customer complexity, risks, and expansion opportunities to internal stakeholders
  • Capable of planning, managing, organizing, and tracking both internal and customer-facing projects and keeping all stakeholders appropriately informed


What You'll Need:

  • 8+ years senior level Customer Success experience, ideally supporting customers in a fast-paced, SaaS-based, mission critical environment at a high-growth company
  • 5+ years specific industry experience as it relates to auto insurance, specifically current trends, regulations, auto-insurance products, pricing models, underwriting techniques, and risk selection.
  • 3-5 years' experience managing a remote geographically dispersed team
  • BA/BS Degree in Business Administration, a related discipline or equivalent experience; MBA is a plus
  • Obsession with the customer experience and a consummate champion for the customer
  • Leadership runs through your veins
  • A proven track record of success delivering and driving execution of enterprise-wide strategic customer programs; demonstrated ability to lead complex strategic customer initiatives across the business
  • Strategic thinker who can articulate a vision as well as operationally execute a vision; ability to fluidly pivot between a strategic and operational mindset
  • Outstanding collaboration skills and the ability to internally navigate to make progress on key customer initiatives
  • Effective written, verbal, listening, and presentation skills with proven ability to effectively engage with and present to senior level executives
  • High business and emotional IQ
  • Sense of urgency and the ability to convey that urgency to team and internal stakeholders
  • Able to grasp concepts in both technology and business quickly; intermediate command of API integrations a plus
  • Effective written, verbal, and presentation skills with proven ability to effectively engage with and present to senior level executives
  • Customer focused, self-directed, and motivated; creative initiative-taker who can take something and run with it
  • Ability to navigate in complex platforms, understand current and future business requirements and translate into understanding of customer needs and opportunities


Benefits and Perks:

  • Flexible and generous Paid Time Off and Paid Volunteer Days
  • 401k Employer Match
  • Generous Healthcare Benefits
  • Up to 12 weeks paid time off for maternity leave based on tenure
  • Wellness &Tuition Reimbursement
  • Flexible Work Arrangements
  • Lots of SambaSafety swag & SambaSafety Events


Our team of talented and committed safety professionals is exceptional. At SambaSafety we strive to foster an inclusive culture that supports, encourages and celebrates a wide array of diversity. We are committed to create a space where all employees can show up as their authentic selves every day, and we work to advance employee equality, diversity and inclusion.
SambaSafety provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, gender identity, and expression or genetics.
Come join us to find out for yourself what all the excitement is about!

What the Team is Saying

Julia Porter
Brenden Macy
Derik Cissell
Michelle Gagnon
John Russell
Kyle McGaw
Abby Abreu
Kevin Lawlor
Tommy Cordova
The Company
HQ: Denver, CO
300 Employees
Hybrid Workplace
Year Founded: 1998

What We Do

SambaSafety is a recognized innovator and leading provider of cloud-based risk management solutions for over 15,000 organizations with automotive mobility exposure, including many on Fortune’s Global 500 list. Employers and insurers benefit from SambaSafety’s continuous monitoring, intuitive insights, risk reduction tools, and configurable pricing solutions. Through the collection, correlation, and analysis of federal, state, local, and telematics data sources, SambaSafety's flexible, end-to-end capabilities enable businesses and insurers to better evaluate and mitigate driving risk, accelerate product development, reduce crashes, and foster safer communities.

Why Work With Us

Recognized as one of the Top 100 Tech Companies by Builtin and DenverPost & over 4.7 review on Glassdoor, we are the pioneer of driver risk management software in North America. We are proud to be an inclusive culture that supports diversity of all kinds and we are committed to all employees bringing their authentic selves to work every single day.

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SambaSafety Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQDenver, CO

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