Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
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Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
... client success, leadership development, and expanding their professional options for the future ... relationship management, lead generation, digital marketing, and leadership development. Key ...
... client success, leadership development, and expanding their professional options for the future ... relationship management, lead generation, digital marketing, and leadership development. Key ...
Develops strategic engagement plans that anticipate client needs and enhance satisfaction ... Minimum 7 years in a Customer Servicing, Merchant Servicing, Account Management or Customer Success ...
Develops strategic engagement plans that anticipate client needs and enhance satisfaction ... Minimum 7 years in a Customer Servicing, Merchant Servicing, Account Management or Customer Success ...
Customer Service Manager
$55K - $75K/yr
The Client Success Manager leads a team of client specialists, driving excellent client experience, team performance, and key company priorities. Reporting to the Director of Client Success, this ...
Customer Service Manager
$55K - $75K/yr
The Client Success Manager leads a team of client specialists, driving excellent client experience, team performance, and key company priorities. Reporting to the Director of Client Success, this ...
What This Role Is Really About As a Client Success Strategist , you are the trusted partner ... management experience * Willingness and ability to travel up to 20% * Must reside in the Southwest ...
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What This Role Is Really About As a Client Success Strategist , you are the trusted partner ... management experience * Willingness and ability to travel up to 20% * Must reside in the Southwest ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Success Lead
Phoenix, AZ · On-site
Managing a queue of client tickets, including BMP (Business Management Platform) inquiries and ... Health, Dental, Vision, and Pet Insurance * 401(k) with company match + Employee Stock Purchase ...
Customer Service Manager
Phoenix, AZ · On-site +1
$55K - $75K/yr
The Client Success Manager leads a team of client specialists, driving excellent client experience, team performance, and key company priorities. Reporting to the Director of Client Success, this ...
Customer Service Manager
Phoenix, AZ · On-site +1
$55K - $75K/yr
The Client Success Manager leads a team of client specialists, driving excellent client experience, team performance, and key company priorities. Reporting to the Director of Client Success, this ...
Customer Success Manager
Scottsdale, AZ · On-site
$20 - $25/hr
Act as a CX lead on select client accounts, ensuring high-quality customer experiences * Handle ... Experience implementing or managing AI-driven CX tools * Background in eCommerce or DTC brands
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Customer Success Manager
Scottsdale, AZ · On-site
$20 - $25/hr
Act as a CX lead on select client accounts, ensuring high-quality customer experiences * Handle ... Experience implementing or managing AI-driven CX tools * Background in eCommerce or DTC brands
Customer Success Manager
Scottsdale, AZ · On-site
$20 - $25/hr
Act as a CX lead on select client accounts, ensuring high-quality customer experiences * Handle ... Experience implementing or managing AI-driven CX tools * Background in eCommerce or DTC brands
Quick apply
Customer Success Manager
Scottsdale, AZ · On-site
$20 - $25/hr
Act as a CX lead on select client accounts, ensuring high-quality customer experiences * Handle ... Experience implementing or managing AI-driven CX tools * Background in eCommerce or DTC brands
Manage a portfolio of clients, executing strategies that enhance the client experience and drive ... Health Insurance : Medical, dental, and vision coverage * Retirement Plan : 401(k) with company ...
Manage a portfolio of clients, executing strategies that enhance the client experience and drive ... Health Insurance : Medical, dental, and vision coverage * Retirement Plan : 401(k) with company ...
Manage a portfolio of clients, executing strategies that enhance the client experience and drive ... Health Insurance : Medical, dental, and vision coverage * Retirement Plan : 401(k) with company ...
Manage a portfolio of clients, executing strategies that enhance the client experience and drive ... Health Insurance : Medical, dental, and vision coverage * Retirement Plan : 401(k) with company ...
We are a trusted Google Featured Partner, with a success record of helping over 36,000 small ... Medical, dental, and vision coverage for you and your dependents, plus life insurance, disability ...
Quick apply
We are a trusted Google Featured Partner, with a success record of helping over 36,000 small ... Medical, dental, and vision coverage for you and your dependents, plus life insurance, disability ...
Manager of Member Success
Phoenix, AZ · On-site
$80K - $85K/yr
... insurance. We help real people navigate a system that is often confusing, expensive, and ... Client Success Advocates, New Client Onboarding, and internal care teams to ensure alignment and a ...
Manager of Member Success
Phoenix, AZ · On-site
$80K - $85K/yr
... insurance. We help real people navigate a system that is often confusing, expensive, and ... Client Success Advocates, New Client Onboarding, and internal care teams to ensure alignment and a ...
... success metrics. Your role will also require you to develop long-term client relationships to ... Manage the overall performance and financial health for a portfolio of assigned accounts (book of ...
Quick apply
... success metrics. Your role will also require you to develop long-term client relationships to ... Manage the overall performance and financial health for a portfolio of assigned accounts (book of ...
We handle the hard stuff - payroll, health insurance, 401(k)s, and HR - so owners can focus on ... Client Success, including managers and individual contributors * Lead, coach and develop team ...
We handle the hard stuff - payroll, health insurance, 401(k)s, and HR - so owners can focus on ... Client Success, including managers and individual contributors * Lead, coach and develop team ...
Lead approximately 10 people across Software Support, Enablement, and Client Success, including managers and individual contributors * Lead, coach and develop team members to high performance ...
Lead approximately 10 people across Software Support, Enablement, and Client Success, including managers and individual contributors * Lead, coach and develop team members to high performance ...
Client Services Senior Project Manager
$105K - $115K/yr
Demonstrated success managing multiple concurrent projects with competing priorities and deadlines. * Strong communication and interpersonal skills with the ability to build trust quickly and ...
New
Client Services Senior Project Manager
$105K - $115K/yr
Demonstrated success managing multiple concurrent projects with competing priorities and deadlines. * Strong communication and interpersonal skills with the ability to build trust quickly and ...
New
Client Operations Manager
Avondale, AZ · On-site
$75K - $85K/yr
What Success Looks Like * Your brands feel informed, supported, and confident in their fulfillment ... Insurance (medical, dental, vision) * HSA & FSA * 401(K) matching * and more!
Client Operations Manager
Avondale, AZ · On-site
$75K - $85K/yr
What Success Looks Like * Your brands feel informed, supported, and confident in their fulfillment ... Insurance (medical, dental, vision) * HSA & FSA * 401(K) matching * and more!
Insurance Client Success Manager information
What is the difference between Insurance Client Success Manager vs Insurance Account Executive?
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance 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:
Full-time
Re-posted 6 days ago
Job description
Customer Success is crucial for building strong customer relationships. We're looking for someone tech-savvy to ensure our clients have a great experience.
Responsibilities and Duties
- Develop and nurture relationships with selected accounts for successful campaigns.
- Be a trusted advisor and expert in our DemandFactor offerings.
- Work with internal experts to deliver excellent campaign leads and ensure clients are happy.
- Collaborate with the Sales team from proposal to delivery, addressing options and integrations.
- Manage account documentation, including reports and recommendations.
- Handle post-sale account management, fostering growth through great customer service.
Qualifications
- Excellent written and verbal communication skills with a strong connection to customer success.
- Minimum two years of account management or customer service experience preferred.
- Highly organized and detail-oriented, able to handle over 30 clients effectively.
- Ability to thrive collaboratively in a team and independently with minimal supervision.
- Strong problem-solving skills, with the ability to engage and interact with internal teams.
- Logical thinking to diagnose and resolve issues, recognizing when escalation is needed.
- Comfortable learning various software, from MS Office (Excel) to CRM systems.
- Time Management and Effective Prioritization skills to ensure efficient handling of tasks and responsibilities in a dynamic work environment