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Insurance Client Success Manager Jobs (NOW HIRING)

InfoCision

Client Success Manager

Akron, OH · On-site

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

Homethrive

Client Success Manager

Client Success Manager Role Homethrive is seeking a Client Success Manager to establish and build customer relationships to expand client engagement. The Client Success Manager is responsible for ...

Lyra Technology Group

Client Success Manager

Portsmouth, NH · On-site

$70K - $80K/yr

Client Success Manager-Lyra Technology Group Lyra Technology Group is seeking a Client Success Manager for one of their operating companies. As a Client Success Manager, you will serve as a strategic ...

Lyra Technology Group

Client Success Manager

Portsmouth, NH · On-site

$70K - $80K/yr

Client Success Manager-Lyra Technology Group Lyra Technology Group is seeking a Client Success Manager for one of their operating companies. As a Client Success Manager, you will serve as a strategic ...

Business Insider

Client Success Manager

New York, NY · On-site

$80K - $90K/yr

Business Insider is hiring a Client Success Manager to join our Revenue Operations Team to own the ... Comprehensive medical, dental, and vision insurance plans * Matched and vested 401(k) plan * Access ...

Business Insider

Client Success Manager

New York, NY

$80K - $90K/yr

Business Insider is hiring a Client Success Manager to join our Revenue Operations Team to own the ... Comprehensive medical, dental, and vision insurance plans * Matched and vested 401(k) plan * Access ...

Morgan Stanley

Client Success Manager

Sandy, UT · On-site

Client Success Management: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for ...

Morgan Stanley

Client Success Manager

Sandy, UT

Client Success Management: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for ...

ProPayHR

Client Success Manager

Evanston, IL · On-site +1

Comprehensive health insurance to keep you covered * Dental amp; vision coverage - 100% company ... Client Success Manager | Client Success Coordinator | Client Services Representative | Customer ...

Morgan Stanley

Client Success Manager

Purchase, NY

Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online ...

Morgan Stanley

Client Success Manager

Purchase, NY · On-site

Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online ...

Nextep

Client Success Manager

Charlotte, NC · On-site

A client success manager is exactly how it sounds - an account manager who ensures our clients are ... Benefits About benefits: * 100% paid health, vision, and dental insurance for employees * Up to 12 ...

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from initial ...

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from initial ...

DebtBlue LLC

Client Success Manager

Richardson, TX

The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...

Valve And Meter

Client Success Manager

Indianapolis, IN · On-site +1

$80K/yr

As a Client Success Manager, you will be the primary strategic partner for a portfolio of valued ... Company-paid life insurance * Three weeks PTO + seven holidays + two service days * Fast-paced ...

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Insurance Client Success Manager information

See salary details

$32.5K

$83.1K

$140K

How much do insurance client success manager jobs pay per year?

As of Jul 14, 2026, the average yearly pay for insurance client success manager in the United States is $83,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $99,000.00 per year, depending on experience, location, and employer.

What is the difference between Insurance Client Success Manager vs Insurance Account Executive?

AspectInsurance Client Success ManagerInsurance Account Executive
Primary FocusEnsuring client satisfaction, retention, and ongoing supportAcquiring new clients and managing sales processes
Work EnvironmentCustomer service, account management, client communicationSales, prospecting, client meetings
Required CredentialsInsurance licenses, customer service skills, industry knowledgeInsurance licenses, sales skills, industry knowledge
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, carriers

While both roles require insurance licenses and industry knowledge, the Insurance Client Success Manager focuses on maintaining client relationships and ensuring satisfaction, whereas the Insurance Account Executive emphasizes acquiring new clients and driving sales. Understanding these differences helps job seekers target the right roles in the insurance industry.

What are Insurance Client Success Managers?

Insurance Client Success Managers are professionals who act as the main point of contact between insurance companies and their clients. They ensure clients have a positive experience by addressing their needs, resolving issues, and helping clients understand their insurance products and services. Their responsibilities often include onboarding new clients, managing renewals, and identifying opportunities to upsell or cross-sell additional products. They play a critical role in maintaining client satisfaction and retention for insurance agencies.

What are the key skills and qualifications needed to thrive as an Insurance Client Success Manager, and why are they important?

To thrive as an Insurance Client Success Manager, you need a solid understanding of insurance products, client relationship management, and often a bachelor's degree in business or a related field. Familiarity with CRM software, policy management systems, and possibly insurance licensing are typically required. Exceptional communication, problem-solving, and empathy help build strong client relationships and resolve issues proactively. These skills ensure client retention, satisfaction, and effective delivery of insurance solutions in a competitive market.

How does an Insurance Client Success Manager typically collaborate with other departments to support client needs?

Insurance Client Success Managers work closely with teams such as underwriting, claims, and sales to ensure clients receive comprehensive and timely support. They often act as a liaison, communicating client feedback and requirements to relevant departments, and coordinating efforts to resolve issues or implement new services. This collaborative approach helps build strong client relationships and ensures that client concerns are addressed promptly, contributing to high satisfaction and retention rates.
More about Insurance Client Success Manager jobs
What cities are hiring for Insurance Client Success Manager jobs? Cities with the most Insurance Client Success Manager job openings:
What states have the most Insurance Client Success Manager jobs? States with the most job openings for Insurance Client Success Manager jobs include:
What job categories do people searching Insurance Client Success Manager jobs look for? The top searched job categories for Insurance Client Success Manager jobs are:
Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in the United States as of July 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 74% In-person, 7% Hybrid, and 19% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.
Client Success Manager

Client Success Manager

Entrega Systems Group Inc

Troy, MI

Other

Posted 24 days ago

Job description

Description

 Entrega, founded in 2001 and headquartered in Troy, Michigan, is a global business-to-business Technology Services and Solutions Company. Our team of professionals use their expertise and experience to deliver superior results for our clients that address their most important business challenges.


Job Position Summary:


The Client Success Manager is an automotive expert. They will leverage their expertise managing an assigned list of Dealers through delivering customized sales process consultation, best practice training and overall automotive and consumer behavior insights. They are expected to manage the role expectations while meeting all required project and Dealer interaction milestones efficiently and independently.


Responsibilities and Duties:

  • Sales Consultation - This role advises and consults Dealers regarding OEM's proprietary digital retailing software applications as well as general sales process and current consumer behaviors. This role is expected to know how to customize and leverage digital retailing applications with current consumer behaviors to enhance the Dealer's sales process. The Client Success Manager will drive Dealer engagement and utilization with OEM's proprietary software through best practice training and platform benefits.
  • Industry Expertise - They are always students, continuously learning about current automotive retail industry trends. The Client Success Manager makes it their mission to understand current automotive consumer behavior, and how that behavior impacts Dealers with their sales process. The Client Success Manager is also expected to share what information they are learning and consuming regarding the automotive retail industry with the Manager of Digital Retail Field Advisors and other Entrega/Automotive Retail Solutions Leadership in an effort to assist with constant process improvement.
  • Relationship Management - To achieve strong relationships with Dealers, the Client Success Manager must approach the relationship with a sense of urgency, empathy, and value. The Client Success Manager will be on-site at their Dealer's location or at times conducting meetings virtually.
  • Additional Responsibilities - Perform other tasks and duties as required to support and contribute to the overall success of the organization.

Requirements

  •  Ability to work independently as well as in a team environment.
  •  Comfortability working under pressure or strict deadlines. 
  •  Demonstrated ability to solve problems and formulate recommendations.
  •  Passion for learning and personal growth.
  •  Possess organizational and prioritization skills. 
  •  Self-starter with a high degree of integrity, and professionalism.
     

Education and Experience:

  •  Bachelor's degree preferred.
  •  5+ years automotive experience required in either a sales, account management or people management capacity. 
  •  3+ years Dealership experience preferred within variable operations. 
  •  Expert understanding of the Dealership business model.  
  •  Expert understanding of digital marketing and online consumer behavior within the automotive industry.

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