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Operations Manager - Customer Success


New York, NY

Policygenius is a startup with a mission to help people get the insurance they need and make them feel good about it!

About Policygenius

Policygenius is America's leading online insurance marketplace. Since 2014, our mission has been to help people get the financial protection they need (and feel good about it). We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. Our CEO and co-founder, Jennifer Fitzgerald, is one of only four women in the US fintech space to raise over $50 million in venture capital funding, and we’ve helped more than 30 million people shop for all types of insurance, placing over $35 billion in coverage to date.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" two years in a row!

Operations Manager - Customer Success

Do you have a knack for customer problem-solving and an eye for detail? Do you take pride in delivering an organized and complete work product for customers? Are you an experienced team motivator and people leader? Then come join our team as an Operations Manager!

This role is a critical link between our life insurance customers, agents and insurance partners. In this role, you’ll be managing our high-performing Customer Success team, who collect all final requirements and get our clients across the finish line in their life insurance purchasing journey.

In this role, you will…

  • Manage a team of agents and coordinators and own their individual and team-level performance by delivering structured feedback through 1:1s, performance reviews, and professional development conversations.
  • Align direct reports on team goals (daily, weekly, monthly) and provide regular visibility into the progress toward those goals.
  • Provide daily coaching and supervision through side-by-sides, retroactive call/ticket review and team huddles.
  • Be accountable for the hiring funnel of your immediate team by delivering on hiring targets set by direct manager.
  • Ensure compliance with regulation and adherence to Pg quality standards in concert with our quality assurance team.
  • Work with team leads to handle client escalations and vendor issues.
  • Provide actionable feedback from clients and the team to drive process and product improvements.
  • Regularly report out on team performance to company leadership focusing on insights and initiatives to improve performance.

We’d love to hear from you if…

  • You have at least 4 years of relevant work experience; previous management or player-coach experience required. 
  • You have prior experience in managing client and carrier/vendor relations
  • You’re passionate about mentoring and coaching others, with sound judgement in people situations and the ability to have difficult conversations.
  • You work to solve problems quickly and efficiently, particularly when faced with constantly shifting priorities.
  • You’re an exceptional communicator, with a strong attention to detail and superior self-management.
  • You’re comfortable analyzing and synthesizing data to drive your team’s performance.

You can expect...

  • Company-paid health, dental, vision, life & disability insurance.
  • 401(k) plan, FSA & commuter benefits.
  • Generous PTO.
  • 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!!!

Come join the team!

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