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Insurance Client Success Manager Jobs (NOW HIRING)

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 ...

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 ...

DeepIntent

Client Success Manager

New York, NY · On-site

$90K - $100K/yr

Each Client Success Manager oversees their own book of business and builds relationships with each ... Competitive base salary plus performance based bonus, comprehensive medical insurance, and paid ...

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 ...

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 ...

Nexus IT

Client Success Manager

Salt Lake City, UT · On-site

$80K - $104K/yr

Client Success Manager Location: Salt Lake City, UT Department: Client Success Team Reports To: Front Line Service POD Team Lead (TL) Salary/Pay: $80K - $104K / Year - Commensurate with experience ...

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 ...

New Perspective

Client Success Manager

Worcester, MA · On-site +1

$70K - $80K/yr

Client Success Managers (CSM) will provide a lead role for client project coordination including ... Medical, dental, and vision insurance. * 401(k) with a company match. * Generous PTO policy with ...

DebtBlue LLC

Client Success Manager

Richardson, TX · On-site

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 ...

Force Therapeutics

Client Success Manager

$70K - $80K/yr

As the Client Success Manager, you will have responsibility for managing the day-to-day ... Medical, Dental, and Vision Insurance : Comprehensive coverage to ensure you and your family ...

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV · On-site

Description 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 ...

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 ...

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 ...

Nexus IT, Inc

Client Success Manager

Salt Lake City, UT · On-site

$80K - $104K/yr

Client Success Manager Location: Salt Lake City, UT Department: Client Success Team Reports To: Front Line Service POD Team Lead (TL) Salary/Pay: $80K - $104K / Year - Commensurate with experience ...

ID Tech Solutions

Client Success Manager

Lakewood, NJ · On-site

$75K - $90K/yr

Client Success Manager - Join Our Fast-Growing Team at ID Tech Solutions! Are you ready to grow your career at a fast-paced, award-winning company? At ID-Tech Solutions, we're not just another IT ...

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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 Aug 4, 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 is an insurance client success manager?

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?

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 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success Manager

Lyra Technology Group

Portsmouth, NH • On-site

$70K - $80K/yr

Full-time

Re-posted 24 days ago

Job description

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 partner to our clients, focused on driving satisfaction, retention, and account growth. As a trusted advisor, the CSM leads proactive client engagement, including Strategic Quarterly Business Reviews (QBRs), upsell and cross-sell conversations, and roadmap development. This is a revenue-influencing role that blends technical insight into client relationship management, requiring strong communication skills and a foundation in IT services. At every point, from onboarding to ongoing consultations, the CSM team collects, analyzes, and then uses data to ensure that their clients are fully engaged and getting the value they expect.

About Lyra

Lyra Technology Group is a family of industry leading technology service businesses. Our companies are operated independently by exceptional management teams. Companies that join our group retain the employees, name, and culture that have made them successful. As a platform of Evergreen Services Group, we never divest from businesses we partner with and approach every decision with the goal of driving sustainable and healthy growth over the long term. We made our first acquisition at the beginning of 2018. Now, we hold a controlling stake in 80 companies and are continuing to grow. Our companies employ over 600 team members and sit across the Northeast, Midwest, and Eastern Canada. Each company is led by its own management team, and we are incredibly proud of the work they do.

Your work as a Client Success Manager will include several components:

Manage Client Relationships Serve as the primary point of contact for assigned clients, ensuring their needs are met and expectations exceeded.

Drive Retention & Growth Own client renewals and proactively identify expansion opportunities to increase account value.

Own Upsell Conversations Lead upsell and cross-sell discussions that align with client needs and PCGiT's service offerings, collaborating with AEs or leadership as needed.

Understand the Business Become a strategic partner by learning each client's business model, goals, IT stack, and pain points.

Coordinate Solutions Work cross-functionally with service delivery, technical support, and sales to resolve issues and advocate for client needs.

Lead QBRs & Strategy Sessions Conduct regular account reviews, usage reports, and roadmap planning sessions with clients.

Champion the Client Experience Ensure a high-touch, consultative experience from onboarding through renewal.

Our ideal Client Success Manager has the following qualifications:

24 years of experience in client success, account management, or related B2B customer-facing roles.

Familiarity with IT services, MSP environments, or technical support workflows is strongly preferred.

Strong communication and relationship-building skills with clients ranging from IT managers to C-suite.

Confidence in conducting client meetings, reviewing technical data, and leading renewal or upsell conversations.

Comfortable and confident leading upsell conversations, positioning solutions that create additional value.

Experience identifying and nurturing account expansion opportunities, even without a formal quota.

Proficiency with CRM and account management tools (HubSpot preferred).

A proactive mindset you solve problems before they escalate.

Strong organizational skills and attention to detail across multiple client accounts.

If joining a team-oriented company in the tech space sounds appealing to you, let's have a conversation.