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Insurance Client Success Manager Jobs in California

Trivium

Client Success Manager

Los Angeles, CA · Remote

$3.5K - $7.0K/mo

Requirements Required: * 3+ years of experience as a Customer Success Manager, Account Manager, or Client Success Specialist, preferably in a marketing agency environment. * Strong understanding of ...

results.com

Client Success Manager

San Francisco, CA · On-site

The Client Success Manager will look for opportunities to expand our reach within customers adding new users, certifications or services to existing accounts. We are now targeting businesses with 50 ...

results.com

Client Success Manager

San Francisco, CA · On-site

The Client Success Manager will look for opportunities to expand our reach within customers adding new users, certifications or services to existing accounts. We are now targeting businesses with 50 ...

Northern Impact

Client Success Manager

Los Angeles, CA · On-site

As a Client Success Manager, you will be the company's product expert, actively shaping customers' experiences within their platform. Your responsibilities will include building relationships with ...

Milliman

Client Success Manager (MedInsight)

Irvine, CA · Remote

$788/wk

Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...

Milliman

Client Success Manager (MedInsight)

Pasadena, CA · Remote

$788/wk

Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...

Sage

Client Success Manager

Los Angeles, CA · On-site

About This Role Sage is hiring a Client Success Manager to own relationships with regional and ... We also provide fully-paid health insurance coverage for all of our employees. Benefits and Pay Our ...

Sage

Client Success Manager

Los Angeles, CA · On-site

About This Role Sage is hiring a Client Success Manager to own relationships with regional and ... We also provide fully-paid health insurance coverage for all of our employees. Benefits and Pay Our ...

Viewics Inc

Client Success Manager

San Jose, CA · On-site

The customer success manager serves as the primary advocate and champion for each customer here at Viewics. In addition, they will work with the customer on a regular basis to ensure adoption and ...

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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 California? For Insurance Client Success Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in California look for? The top searched job categories for Insurance Client Success Manager jobs in California are:
What cities in California are hiring for Insurance Client Success Manager jobs? Cities in California with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in California as of June 2026, with employment types broken down into 91% Full Time, 7% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.
Client Success Manager

Client Success Manager

Trivium

Los Angeles, CA • Remote

$3.5K - $7.0K/mo

Full-time

Posted yesterday

Key responsibilities

  • Onboard new clients following the sales process and introduce them to our services.

  • Serve as the main point of contact for clients, providing guidance, updates, and support.

  • Conduct weekly and monthly client meetings, depending on service type.

Job description

Customer Success Manager (CSM) - Remote

Location: Remote - US, UK or Canada (native-level American English - mandatory)
Salary: $3,500-$7,000 per month, based on experience
Employment Type: Full-Time

Key Responsibilities
  • Onboard new clients following the sales process and introduce them to our services.
  • Serve as the main point of contact for clients, providing guidance, updates, and support.
  • Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO)
  • Ensure client retention by proactively addressing issues and providing solutions.
  • Collaborate with internal teams (marketing, fulfillment, operations) to meet client goals.
  • Track and report on client progress and performance metrics.
  • Escalate issues as needed and manage difficult client interactions with confidence and professionalism
  • Contribute to process improvements and build out SOPs for the CSM function.
  • Mentor future CSM team members as the department grows.

Requirements

Required:

  • 3+ years of experience as a Customer Success Manager, Account Manager, or Client Success Specialist, preferably in a marketing agency environment.
  • Strong understanding of digital marketing, SEO, and social media advertising, including Facebook Ads.
  • Excellent communication, negotiation, and client management skills.
  • Ability to handle challenging client situations with professionalism and assertiveness.
  • Experience with tools like GoHighLevel, Asana, Slack, and other CRM/project management tools.
  • Highly proactive, detail-oriented, and able to work independently.
  • Passionate about delivering high-quality client results.

Preferred:

  • Experience working with contractors or service-based clients.
  • Leadership experience or interest in growing into a senior CSM role.

Benefits

Why Join Us
  • Fully remote work with flexible schedule within Eastern Time.
  • Opportunity to build and lead your own team in the future.
  • Exposure to high-level client success and agency operations.
  • Supportive, fun, and high-energy team culture.
  • Opportunity to shape processes and make the role your own.

Apply