What are the responsibilities and job description for the Carrier Success Representative position at Seek Now?
Founded in 2012, Seek Now is a disruptive, technology-driven inspection network on a mission to deliver high-quality, reliable inspection services that speed up carriers’ claim cycles while providing exemplary customer service. The company’s unique technology platform accelerates the industry’s shift to virtualizing the claim adjustment model, working with more than 300 Property & Casualty (P&C) Insurance Carriers across all 50 states.
In addition to serving the insurance industry, Seek Now also provides technology-enabled inspection services to the single-family rental (SFR) sector. The company supports SFR investors, property managers, owners, and operators by delivering accurate, timely property data that enables informed decisions about property acquisition, maintenance, and management. Seek Now’s expansion into the SFR market underscores its commitment to broadening its impact across diverse property sectors.
The Carrier Success Representative (CSR) is responsible for developing, expanding, and maintaining relationships with existing customers with the objective of customer retention and growth. The CSR will help grow the customer (adjuster) base within their book and ensure that retention remains high.
The CSR will engage directly with our outside customers, as well as Seek Now’s internal teams. The CSR performs detail-oriented work in multiple technological systems daily and is expected to contribute toward the attainment of specific productivity goals such as outbound call volume, lead management, transaction volumes, and revenue for an assigned book.
Essential Functions and Duties:
· Increase frequency of use from adjusters.
· Increase adjuster retention.
· Build and maintain business relationships with adjusters, managers, and supervisors.
· Win new assignments from adjusters.
· Act as the primary point of contact for adjusters.
· Provide an exceptional customer service experience.
· Responsible for post-claim follow-up and adhering to Seek Now’s established cadence.
· Work collaboratively with the Strategic Accounts Team for account planning, program implementations, and advancing the Account Team strategy.
· Provide market insights and feedback for Marketing.
· Efficiently use data entry skills needed to track progress using Salesforce.
· Provide weekly progress reports to supporting departments.
· Must be prepared to travel on an as-needed basis to help establish, cultivate and grow new business relationships.
· Work both independently and with the Account Team to meet deadlines and complete required task as needed.
· Lead the onboarding process for new adjusters, ensuring a smooth transition into Seek Now’s ecosystem.
· Provide comprehensive training to new adjusters on Seek Now’s services, systems, and best practices to drive adoption and efficiency.
· Act as a knowledge resource for adjusters, offering ongoing guidance and support to optimize their use of Seek Now’s platform.
Supervisory Responsibilities:
This position does have not supervisory responsibilities.
Knowledge, Skills, and Abilities:
· Ability to advocate for both the customer and the company.
· Ability to respond to and resolve problems quickly.
· Ability to prioritize tasks to meet business requirements and deadlines.
· Ability to empathize and connect with customers.
· Knowledge of the insurance industry preferred.
· Skilled in both internal and external communication skills, both verbal and written.
· Skilled in project management.
· Ability to provide engaging and effective training sessions for new adjusters on Seek Now’s services, systems, and processes.
· Strong analytical skills to interpret customer behavior, identify trends, and drive data-informed decisions.
· Proficiency in using CRM systems, such as Salesforce, to track customer interactions and progress.
· Ability to collaborate cross-functionally with internal teams, including Sales, Operations, and Marketing, to drive customer success initiatives.
· A proactive and solutions-oriented mindset, with a focus on continuous improvement and innovation.
Education and Experience Requirements:
· Bachelor’s Degree preferred.
· Experience in inside sales preferred.
· Experience in insurance industry preferred.
Work Environment:
Professional office environment
Mostly sedentary role
Physical Demands:
Must be able to lift files, open filing cabinets, and bend or stand on a stool as necessary.
Must be able to routinely use standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines
Position Type and Hours:
Full-Time
Monday through Friday from 8:00 a.m. – 5:00 p.m.
Travel:
5 % of travel time expected for the position
Travel to other Seek Now offices, professional development, etc.
Benefits and Perks:
Seek Now offers a great benefits package, which includes health, dental and vision insurance, 401K with company match, paid time off (PTO), short and long-term disability insurance, AD&D insurance, life insurance, and more!
EEO Statement:
Seek Now is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. Seek Now does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Other Duties Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Activities, duties, and responsibilities may change, or new ones may be assigned at any time with or without notice.