At a Glance
- Tasks: Support Expert partners in navigating the invoice management platform and ensure smooth operations.
- Company: Dynamic InsurTech provider in the London Insurance market.
- Benefits: Competitive salary up to £50,000 and opportunities for professional growth.
- Other info: Join a supportive team focused on partner success and innovation.
- Why this job: Make a real impact by enhancing partner experiences and building lasting relationships.
- Qualifications: Experience in customer success or account management within the insurance sector.
The predicted salary is between 50000 - 50000 £ per year.
We are partnered with a London Insurance market InsurTech provider, hiring a Customer Success Lead. As Customer Success Lead, you will be the dedicated point of contact for a portfolio of Expert partners (lawyers, engineers, loss adjusters, etc.), helping them operate confidently and efficiently within their invoice management platform.
This is a relationship-first role, you will guide, support, and coach Expert partners through invoice submission processes, from onboarding right through to ongoing performance management. If you thrive on building trust with people, keeping things moving, and solving problems before they escalate, this could be a great fit.
What you'll be doing:
- You'll act as the primary point of contact for assigned Expert partners, helping them submit invoices correctly and on time.
- Day-to-day, that means onboarding new Experts onto the platform, monitoring submission activity across your portfolio, resolving queries, and ensuring data quality and compliance standards are consistently met.
- You'll also maintain accurate records of performance and feed insights back to internal stakeholders and improvement teams.
Key Responsibilities:
- Experience in a customer success, account management, or client-facing operational role within the London Insurance Market.
- Familiarity with invoice or billing workflows, and the ability to guide individuals or small firms through system-based processes.
- Excellent interpersonal and communication skills: patient, supportive, and confident working with expert practitioners.
- Strong organisation skills and the ability to manage a broad portfolio with varying levels of system familiarity.
- Proactive and solution-focused, with a genuine commitment to partner success.
- Comfortable using data and reporting tools to track performance and identify follow-up actions.
If you're looking for a role where you can make a real difference to how partners experience a platform, and you know the London Insurance Market, we'd love to hear from you.
Locations
Customer Success Lead in Chelmsford, Essex employer: Hanson Lee
As a leading InsurTech provider in the London Insurance Market, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our Customer Success Lead role offers the opportunity to build meaningful relationships with expert partners while enjoying competitive benefits and a dynamic environment that encourages innovation and problem-solving. Join us to make a tangible impact in the industry and advance your career in a thriving location.
