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MSI

Provides MGA-based insurance product distribution

Associate Client Success Manager

Customer SuccessPosted on Nov 13
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • A BA/BS or equivalent experience, with 0–2 years of customer success, account management, or other client-facing experience; internships count.
  • A genuine commitment to client outcomes.
  • Strong organizational skills and the ability to manage multiple tasks and client requests at once.
  • Composure and patience when working through client issues, including high-pressure situations.
  • Ability to work independently on defined tasks and judgment to know when to ask for help.
  • Comfort with data, spreadsheets, and reporting tools.
  • Excellent verbal and written communication skills.
  • Ability to travel up to 10% of the time.

Responsibilities

  • Support a Client Success Manager in managing a portfolio of property management company clients, helping drive satisfaction, retention, and program growth across MSI's product suite.
  • Serve as the day-to-day point of contact for client questions, requests, and follow-ups, with a focus on fast, accurate responses.
  • Prepare for and participate in client check-ins and business reviews, including building reports on adoption, compliance, and program performance.
  • Monitor client dashboards and tracking data to flag adoption gaps, compliance issues, and early signs of churn, and escalate them to the Client Success Manager.
  • Support new client implementations and the post-implementation transition, helping clients become comfortable with the program and self-sufficient over time.
  • Log client requests, feedback, and issues in internal systems, and work with support resources to track resolution and close the loop with the client.
  • Educate clients on available tools, compliance resources, reporting capabilities, and new product releases.
  • Help identify cross-sell and upsell opportunities and pass them to the Client Success Manager and Distribution teams.
  • Build working knowledge of MSI's full product suite, property management system integration workflows, and the broader multifamily insurance landscape.
  • Surface recurring client trends and needs to the Client Success Manager and leadership.

Desired Qualifications

  • Internship or entry-level experience in property management, multifamily operations, insurance, or a related field.
  • Exposure to property management system platforms such as Entrata, AppFolio, Yardi, or RealPage.
  • Experience in a customer-facing role within InsurTech, software-as-a-service, or managing general agent environments.
  • Basic understanding of renters insurance, liability programs, or compliance tracking in the multifamily space.
  • Active state property and casualty insurance license, or willingness to obtain one if required.

About the Company

MSI

Provides MGA-based insurance product distribution

MSI is a managing general agency (MGA) that provides a wide range of insurance products for personal, commercial, and professional lines through distribution partners. Its products are designed to meet diverse customer needs, and MSI works with insurers and reinsurers to offer more capacity and flexibility to partners. The company uses its own technology and a team of experts to process requests quickly and deliver fast, responsive service. MSI supports its partners with access to a large catalog of products and risk capacity, helping them grow their business while delivering a smoother insurance experience to customers. The goal is to build insurance better by combining practical product options, strong service, and reliable technology to make insurance easier and faster for customers and partners.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2015

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