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Insurance Client Success Manager Jobs in California

Base8

Client Success Manager

Studio City, CA · On-site

Client Success Manager (CSM) Location: LA (Onsite) About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

Base8 Inc

Client Success Manager

Studio City, CA · On-site

Client Success Manager (CSM) Location: LA (Onsite) About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

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 ...

Base8

Client Success Manager

Studio City, CA · On-site

Client Success Manager (CSM) Location: LA (Onsite) About:Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

Milliman

Client Success Manager (MedInsight)

Irvine, CA · On-site

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 ...

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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 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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Client Success Manager

Larkin Benefit Administrators

San Francisco, CA • On-site

Other

Posted 5 days ago

Job description

Job Title: Client Success Manager

Reports To: Senior Client Success Manager

FLSA Status: Exempt


The Company

We are a highly experienced and successful leave and disability claims company. The Larkin Company prides itself on providing a personal touch. With a forward-thinking, modern and creative approach, we take strong pride in the exceptional service that we provide to our clients and their employees. What makes us unique is the combination of our expert knowledge in the fields of leave and interactive process administration, and disability management, coupled with our personal, friendly, supportive, and professional approach to customer service. Providing an excellent customer experience is not only a continuous goal of ours at The Larkin Company, but it is something that we continuously achieve; evidenced in the feedback that we receive from our clients and their employees. Our customer focus does not originate from a feeling that "we must provide good service

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