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Insurance Client Success Manager Jobs in Arizona

Client Success Manager

Phoenix, AZ · On-site

$50K - $54K/yr

A team of Client Success Managers who make sure our client experience is nothing short of ... Life Insurance * Accident & Critical Illness Insurance * Flexible Spending Account (FSA)

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 ...

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 ...

$90K/yr

Role Summary The Cybersecurity Client Success Manager (CSM) is the strategic, client-facing owner of the cybersecurity services relationship. This role ensures clients achieve measurable security ...

We're hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you'll act as a trusted advisor, helping our most invested partners drive results ...

We're hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you'll act as a trusted advisor, helping our most invested partners drive results ...

We're hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you'll act as a trusted advisor, helping our most invested partners drive results ...

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Insurance Client Success Manager information

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.

What are popular job titles related to Insurance Client Success Manager jobs in Arizona?

For Insurance Client Success Manager jobs in Arizona, the most frequently searched job titles are:

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:

$50K - $54K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Description

Tiny Spoon Chef is actively looking for a Client Success Manager to become a valuable

part of our team!


Why This Role Matters

We're more than just a culinary service; we're culinary nerds who turn food into pure

magic! Our secret ingredient? A team of Client Success Managers who make sure our

client experience is nothing short of extraordinary. You will work closely with our culinary

team to identify client needs, provide exceptional support, and develop long-term

relationships. In addition, you will work closely with our team of chefs, ensuring they are

provided with a respectful and joyful workplace.

Client communication is paramount at TSC. You will assess incoming client

communication, leads, and questions and determine what comes next. You will reach

out to existing clients for client retention check-ins and work with our chefs to support

lasting client relationships. 


Role Overview

The Client Success Manager (CSM) owns the client relationship from the moment a new client is handed off by the Sales team. The CSM is accountable for client experience, retention, communication, and reengagement - making sure every client is supported, gets consistent value from their chef, and chooses to stay with Tiny Spoon Chef for the long term.

The CSM is equal parts relationship manager, problem-solver, and client advocate. The CSM works to build trust, resolve challenges, and ensure clients continue to see value in their relationship with Tiny Spoon Chef.


Compensation

Wage: $50,000-$54,000 

Bonus based on quarterly KPI's


Work Schedule: Monday to Friday, with a start time around 8:00 AM MST end time 5:00 PM MST. Some evening work is required, and an additional hour on Sundays may be needed for time-sensitive correspondence follow-up on rotation with the Client Success Team. While this is a fully remote position, you may be required to travel to in-person meetings 1-2 times a year.


Please note that we use E-Verify to electronically confirm Form I-9 information to verify employee's identity and employment eligibility.


Benefits:

  • Retirement Plan, 401k and 401k Matching
  • Health, Dental and Vision Insurance (After 90 days of employment)
  • Short & Long Term Disability
  • Life Insurance
  • Accident & Critical Illness Insurance
  • Flexible Spending Account (FSA)
  • Dependent Care Account (DCA)
  • Paid Time Off
  • Profit Sharing

Core Purpose and Responsibilities

  • Own the Client Experience - Own the client relationship from Sales handoff through ongoing service, ensuring a seamless onboarding experience, strong chef-client match, and proactive support through the first five visits and beyond.
  • Strengthen Relationships & Drive Retention - Build lasting client relationships through proactive communication, personalized support, and regular engagement that keeps clients satisfied, active, and committed to long-term service.
  • Manage Communication & Resolve Concerns - Serve as the trusted bridge between clients, chefs, and TSC, setting clear expectations, facilitating effective communication, managing logistics, and resolving concerns promptly and professionally.
  • Drive Reengagement & Win-Back - Identify at-risk and lapsed clients, understand the reasons for disengagement, and lead efforts to rebuild relationships and restore service.
  • Generate Advocacy & Referrals - Turn exceptional client experiences into growth by proactively generating referrals, reviews, testimonials, and word-of-mouth advocacy.

Requirements

Qualification and Skills

  • Experience in client success, account management, hospitality, or another relationship-driven service role.
  • Excellent communication and interpersonal skills - warm, clear, and professional in every interaction.
  • Strong organizational skills and the ability to manage many client relationships at once without losing detail.
  • A proactive problem-solver who anticipates issues rather than reacting to them.
  • Comfortable with data - tracking KPIs, interpreting NPS, and reporting clearly on performance.
  • A natural relationship-builder who is genuinely motivated by client happiness.
  • Confident asking for referrals and able to recognize the right moment to do so.
  • Calm, diplomatic, and fair when mediating between a client and a chef.
  • Self-directed and accountable; treats retention, satisfaction, and growth as personal responsibilities.
  • Comfortable with CRM and communication tools, and quick to learn new systems.