Cole James, MBA

Customer Success Manager at XILO

Cole James, MBA has a diverse work experience in the insurance industry. From May 2019 to July 2021, they worked as an Insurance Sales Representative at Provence Financial & Insurance Services Group. In this role, they gained valuable experience in sales and customer service.

In July 2021, Cole joined XILO as an Account Executive. XILO is a company focused on helping insurance agencies compete in the digital age by modernizing their processes and providing a streamlined shopping experience for customers. Cole played a key role in automating the quoting process and improving efficiency for agencies. Cole'stenure as an Account Executive continued until December 2022.

Starting in October 2022, Cole transitioned to the role of Customer Success Manager at XILO, where they are responsible for ensuring customer satisfaction and success. Given their previous experience with the company, Cole is well-equipped to effectively support and assist XILO's clients.

Overall, Cole James, MBA has demonstrated proficiency in insurance sales, account management, and customer success throughout their career.

Cole James, MBA, holds a Bachelor's degree in Agribusiness/Agricultural Business Operations, which they obtained from California State University, Chico between 2016 and 2019. In 2018, they also obtained the Insurance Surplus Lines Broker/Agent certification from the California Department of Insurance. Furthermore, Cole completed their Master of Business Administration (MBA) degree with a specialization in Business Administration and Management, Option in Project Management from California State University, Chico between 2019 and 2020.

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Timeline

  • Customer Success Manager

    October, 2022 - present

  • Account Executive

    July, 2021