Customer Success Manager, Life Lending The Customer Success Manager is responsible for ensuring the long-term success and satisfaction of our clients (Life Insurance Carriers, Collateral Holders, Facilitators and Loan Parties). This role leads a team dedicated to building strong, strategic relationships with key customers, driving product adoption, and maximizing customer retention and growth.
Key Responsibilities and Duties - Oversees the customer onboarding process and annual review process at the individual loan level, ensuring smooth transitions and timely, effective implementations that exceed customer and facilitator expectations.
- Maintains strategic relationships with carrier, and financial institutions contacts, acting as their trusted advisor and point of escalation for collateral perfection, management, and monitoring.
- Works as the central focal point in a team environment with Sales, Credit, and Collateral Management to ensure adherence to established policies and procedures.
- Analyzes Key Performance Indicators and Key Risk Indicators to identify areas of risk and/or opportunity at the individual loan level and portfolio.
- Leads and develops a high-performing customer experience team, providing guidance on best practices, regulatory requirements, customer engagement, and relationship management.
- Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure delivery of business management objectives and engagement, motivation and development of the team.
Educational Requirements - University (Degree) Preferred
Work Experience - 5+ Years Required; 7+ Years Preferred
Physical Requirements - Physical Requirements: Sedentary Work
Career Level 8PL
Preferred Qualifications - Life Lending/Premium Financing experience
- Prior management experience
- Knowledgeable of Life Insurance
- Strong communication and organizational skills
Posting End Date: 05/15/25
Job Seeker Notice EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers
Pay Range $107,500 - $145,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
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