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Insurance Client Success Manager Jobs in Arizona

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

Ylopo

Client Success Manager

Phoenix, AZ · On-site

$60K - $75K/yr

Reporting directly to the Manager of Client Success, the Client Success Manager role is focused primarily on retaining clients and providing them with an exceptional experience using our system. This ...

MicroAge

Microsoft Client Success Manager

Phoenix, AZ · On-site

$100 - $125/hr

Microsoft Client Success Manager Arizona, Phoenix, AZ, US 8 days ago Requisition ID: 1028 Salary: $100,000.00 Annually Job Title: Microsoft Client Success Manager Department: Services Job Type ...

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Insurance Client Success Manager information

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.

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 job categories do people searching Insurance Client Success Manager jobs in Arizona look for?

The top searched job categories for Insurance Client Success Manager jobs in Arizona are:

What cities in Arizona are hiring for Insurance Client Success Manager jobs?

Cities in Arizona with the most Insurance Client Success Manager job openings:

Insurance Client Success Manager jobs near you

Client Success Manager

Phoenix, AZ • On-site

TDIndustries
Construction • 1 - 5K employees
Learn more about TDIndustriesexternal

Other

This job post has expired today. Applications are no longer accepted.

Job description

Job Summary

The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and contract performance. The CSM partners closely with operations, sales, and engineering teams to ensure that client expectations are consistently met and that TDIndustries delivers exceptional service results.


Essential Duties
  • Serve as the primary point of contact for assigned clients, ensuring clear communication, timely and effective issue resolution, and alignment on service delivery.
  • Partner with internal operations and service teams to address performance issues impacting overall client satisfaction.
  • Support client onboarding, renewals, and satisfaction reviews.
  • Track and analyze key client metrics, including response times, work order completion, and customer satisfaction (NPS).
  • Identify opportunities to improve service delivery and client experience through proactive communication and issue resolution.
  • Partner with operations and business sales teams to identify upsell opportunities and support proposal and pricing development.
  • Maintain accurate and up-to-date client records within the CRM system, ensuring visibility of key account activities and touchpoints.
  • Coordinates with the Business Development Manager to ensure a smooth hand-off of new clients, ensuring a smooth transition into contracted services.
  • Contribute to retention reporting, performance tracking, and internal account reviews.

Minimum Requirements
  • Bachelor's degree in Business preferred or significant relevant experience considered.
  • 5+ years of experience in client relationship management, customer success, or service delivery-preferably within facilities services, maintenance, or technical operations.
  • Proven ability to manage multiple client relationships and competing priorities.
  • Strong interpersonal, communication, and problem-solving skills.
  • Understanding of service delivery and operational performance metrics.
  • Experience using CRM platforms (e.g., HubSpot, Salesforce, or equivalent).
  • Detail-oriented and highly organized with a focus on accountability and follow-through.
  • Ability to work collaboratively with cross-functional teams to achieve client success outcomes.

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