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Insurance Client Success Manager Jobs in Arizona

TDIndustries

Client Success Coordinator

Phoenix, AZ · On-site

$18 - $24.25/hr

Manage a portfolio of established house accounts, ensuring consistent communication, service ... the Client Success Manager. * Support client reporting and data entry in CRM and CMMS systems ...

LOFTY INC.

Customer Success Manager

Phoenix, AZ · On-site

$60K/yr

By understanding each client's unique goals and business needs, the CSM delivers tailored ... Health Insurance: FREE medical coverage for employees for one of our plan options! And the ability ...

Renren

Customer Success Manager

Phoenix, AZ · On-site

$60K/yr

By understanding each client's unique goals and business needs, the CSM delivers tailored ... Health Insurance: FREE medical coverage for employees for one of our plan options! And the ability ...

Basata

Partner Success Manager

Tempe, AZ · On-site

Partner Success Manager Full-Time | Tempe, AZ About Basata At Basata, we're rethinking the way ... Ensure MAs are onboarded and trained on each client account's specific workflows, EMR environment ...

TRAPP TECHNOLOGY INC

Customer Success Manager

Phoenix, AZ · On-site +1

$60K/yr

The Customer Success Manager is responsible for cultivating and maintaining strong relationships ... Understands client objectives and works collaboratively to meet their needs. * Develops account ...

Lead Forensics

Customer Success Manager

Scottsdale, AZ · Hybrid

$100K/yr

Building and maintaining client relationships * Providing support and assistance throughout the ... Medical, Dental, Vision, Life Insurance, 401k, and access to the Employee Assistance Program * 20 ...

Lead Forensics

Customer Success Manager

Scottsdale, AZ · Hybrid

$65K/yr

Building and maintaining client relationships * Providing support and assistance throughout the ... Medical, Dental, Vision, Life Insurance, 401k, and access to the Employee Assistance Program * 20 ...

Greenlink HCM

HCM Client Success Specialist

Gilbert, AZ · On-site

$52K - $68K/yr

You have 2+ years in payroll, account management, or client services * iSolved experience is in ... Health, dental & vision insurance * Flexible time off * Early wage access * Paid parental leave

Greenlink HCM

HCM Client Success Specialist

Gilbert, AZ · On-site

$52K - $68K/yr

You have 2+ years in payroll, account management, or client services * iSolved experience is in ... Health, dental & vision insurance * Flexible time off * Early wage access * Paid parental leave

Sendoso

Customer Success Manager

Phoenix, AZ · On-site +1

We are seeking an experienced and results-oriented Customer Success Manager (CSM) to own, manage ... This is a high-impact, client-facing role requiring a proactive approach, deep strategic thinking ...

eBacon

Payroll Specialist - Client Success

AZ · On-site

$23.75 - $32.25/hr

Someone who can manage a dedicated client list, run payroll accurately, and be the person clients ... Health, dental, vision, life, and disability insurance. eBacon contributes $575/month toward ...

eBacon

Payroll Specialist - Client Success

Paradise Valley, AZ · On-site

$23.75 - $32.25/hr

Someone who can manage a dedicated client list, run payroll accurately, and be the person clients ... Health, dental, vision, life, and disability insurance. eBacon contributes $575/month toward ...

eBacon

Payroll Specialist - Client Success

Phoenix, AZ · On-site

$24 - $32.75/hr

Someone who can manage a dedicated client list, run payroll accurately, and be the person clients ... Health, dental, vision, life, and disability insurance. eBacon contributes $575/month toward ...

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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 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.
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:
Insurance Client Success Manager jobs near you
Client Success Coordinator

Client Success Coordinator

TDIndustries

Phoenix, AZ • On-site

$18 - $24.25/hr

Full-time

Re-posted 25 days ago

Job description

Job Summary
The Client Success Coordinator (CSC) is a customer-facing role responsible for supporting multiple client relationships across a portfolio of established house accounts. This role ensures day-to-day service delivery, assists in renewal activities, and helps maintain client satisfaction and retention. The CSC works closely with the operations teams to manage requests, track performance metrics, and ensure timely and accurate communication with clients. This position offers an excellent opportunity to build foundational skills in client relationship management, facilities operations, and customer success within a fast-paced service environment.
Essential Duties
  • Manage a portfolio of established house accounts, ensuring consistent communication, service delivery, and client satisfaction.
  • Serve as the day-to-day contact for routine service requests, updates, and issue resolution.
  • Coordinate with operations and dispatch teams to ensure work orders and projects are completed on time and within scope.
  • Track client activity, renewals, and satisfaction metrics, escalating issues as needed to the Client Success Manager.
  • Support client reporting and data entry in CRM and CMMS systems, ensuring accurate and current account information.
  • Assist with proposal preparation, contract renewals, and documentation for assigned accounts.
  • Monitor performance metrics (e.g., response time, completion rate, NPS) and identify trends that may impact service quality.
  • Collaborate with cross-functional teams to improve client experience and operational efficiency.
  • Participate in client check-ins and internal account review meetings.

Minimum Requirements
  • High school diploma/GED required
  • 1-3 years of experience in customer service, account coordination, or administrative support-preferably in service, facilities, or construction industries.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Customer-focused mindset with a proactive approach to problem-solving.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Basic understanding of service operations and work order processes.
  • Proficiency in CRM platforms (e.g., HubSpot, Salesforce) and Microsoft Office Suite.
  • Collaborative and adaptable team player eager to learn and grow within the organization.

Apply