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Insurance Client Success Manager Jobs in Arizona

NucleusTeq Inc

Client Success & Growth Executive

Phoenix, AZ · On-site

$76K - $103K/yr

Skills & Experience * 0-3 years of experience in Client Success, Account Management, Sales, Business Development, Customer Engagement, or a related role. * Exposure to IT Services, Data, Analytics ...

New

Aquaman Pools

Client Success Specialist

Scottsdale, AZ · On-site

The Client Success Specialist is customer focused and is expected to maintain professionalism to ... Must be able to manage multiple priorities, assimilating information with accuracy, and consistent ...

Nucleusteq

Client Success & Growth Executive

Phoenix, AZ · On-site

$76K - $103K/yr

The Client Success & Growth Executive will work closely with customer teams, account stakeholders ... Maintain accurate account, opportunity, pipeline, and forecast information in the CRM. * ...

NucleusTeq

Client Success & Growth Executive

Phoenix, AZ · On-site

$76K - $103K/yr

The Client Success & Growth Executive will work closely with customer teams, account stakeholders ... Maintain accurate account, opportunity, pipeline, and forecast information in the CRM. * ...

NucleusTeq

Client Success & Growth Executive

Phoenix, AZ · On-site

$76K - $103K/yr

The Client Success & Growth Executive will work closely with customer teams, account stakeholders ... Maintain accurate account, opportunity, pipeline, and forecast information in the CRM. * ...

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 ...

UniFirst

Client Success Representative

Phoenix, AZ · On-site

$48K - $90K/yr

Cutting edge sales tools, including a data management device with CRM software * Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP ...

New

Lead Forensics

Customer Success Manager

Scottsdale, AZ · On-site

$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 ...

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

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

$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 ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Arizona

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 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 Specialist

Certus Pest Inc

Scottsdale, AZ • On-site

Full-time

Posted 18 days ago

Job description

Summary of Description:
The Client Success Specialist is customer focused and is expected to maintain professionalism to the highest standard of customer care. The Client Success Specialist will be responsible for general administrative responsibilities and customer service calls.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Provide friendly and timely customer service
  • Performs front desk, including triage of calls and switchboard
  • Sells products and services to customers, with support of Service and Repair teams
  • Creates invoices and takes payments using company software
  • Maintains accurate customer files
  • Track lead sources of all customers
  • Assist operational roles with customer contact and follow up
  • Creates and sends out quotes to customers
  • Take deposits for large repair jobs
  • Update expired autopay information in appropriate systems
  • Answers billing questions assists with collection calls/emails
  • Perform other duties as assigned
Education, Licensure and Experience Requirements:
  • High School Diploma/GED, or equivalent experience
  • At least 1-year experience in an office environment
  • Previous experience in a service industry, a plus
  • Experience working in a fast-paced and highly cross-functional organization
  • Familiarity with pool service language and equipment, a plus
  • Able to pass a pre-employment background check and drug test
Competencies/Skills:
  • Ability to work independently and to plan, organize and schedule work
  • Ability to quickly learn new software and mobile applications to communicate with team members
  • Maintain positive and cooperative working relationships with customers, supervisor, and team members
  • Attention to detail and strong customer service skills
  • Dependability, punctuality, and trustworthiness
  • Requires high tolerance for ambiguity, good judgment, strong work ethic and sense of urgency
  • Ability to deal with difficult situations in a professional manner
  • Ability to demonstrate initiative, leadership, and collaboration in a friendly and professional demeanor
  • Excellent organizational skills and attention to detail
  • Excellent written and verbal communication skills at all levels of the organization required with strong follow up and follow through
  • Must be able to manage multiple priorities, assimilating information with accuracy, and consistent attention to detail and follow through on commitments
  • Proficiency in Microsoft Office products
  • Physically, the position requires walking, standing, and sitting for long periods of time in an office environment
Environmental Conditions and Physical Requirements:
The environmental conditions and the physical requirements described below are representative of those that must be met by an employee to successfully perform the duties & responsibilities of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the duties.
Environmental Conditions:
General Office Environment: Noise level in office environment is generally quiet.
Outdoor Service Environment: Position will be exposed to various work conditions, at a variety of client settings. Indoor conditions may have dust, heat, cold, noise, etc. Outdoor conditions may include exposure to the outdoor elements, seasonal weather, damp and/or dusty locations, freezing conditions, and hot conditions. The noise level in the work environment is moderate.
Physical Requirements:
If performing office duties: Employee is required to sit, stand, hear, and use hands to operate all office equipment. Employee must view computer monitors for long periods of time. Vision requirements are close vision and the ability to adjust focus. Employee occasionally will be required to lift, generally no more than 25 pounds.
At client locations: While performing the duties of the position, the employee is regularly required to stand, walk, sit, climb, bend, kneel, reach with hands and arms, crouch, crawl, twist, push/pull, lift/carry on a regular basis up to 15 lbs. throughout the day, lift/carry occasionally lift up to 50 lbs., hand, eye, and foot coordination. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The ability to swim as this position may work near swimming pools.
The job description reflects the general details necessary to describe the duties and responsibilities of the position and shall not be construed as a detailed description of all the work requirements that may be inherent in the position.

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