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Insurance Client Success Manager Jobs in California

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

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 ...

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)

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 ...

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 ...

Sage

Client Success Manager

Los Angeles, CA

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 ...

Weave Grid, Inc

Client Success Manager

San Francisco, CA · On-site

$115K - $165K/yr

Serve as the single-threaded internal owner of account success * Balance internal and external priorities, keeping all key stakeholders aligned on achieving shared goals; Manage client expectations ...

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 ...

Blytheco

Client Success Manager (Sage 100)

Irvine, CA · On-site

As a Client Success Manager, you'll play a vital role in bringing each extraordinary, digital ... Company-paid life insurance Options for additional insurance coverages 401(k) Plan Paid Time Off ...

Blytheco

Client Success Manager (Sage 100)

Irvine, CA · On-site

As a Client Success Manager, you'll play a vital role in bringing each extraordinary, digital ... Company-paid life insurance Options for additional insurance coverages 401(k) Plan Paid Time Off ...

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 May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 92% Full Time, 5% Part Time, and 1% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Client Success Manager

results.com

San Francisco, CA • On-site

Full-time

Posted 22 days ago

Job description

Company Description
RESULTS.com is a leading SaaS Business Management Platform, with over 5,000 users offering clients a cloud based software that creates alignment, increases engagement and accountability towards the organization's long term priorities.
RESULTS.com has received numerous awards and was recognised as a Winner of the Tie50 world's top startups for 2014.
With global headquarters in Auckland, New Zealand, and North American headquarters in San Francisco, USA, RESULTS.com presents an exciting opportunity for candidates looking for international business experience, including:
  • Fast growing global SaaS business using the latest technology
  • High Performing Culture
  • Competitive salary
  • Exceptional training and ongoing development programs to support your career growth

Job Description
The Results.com Client Success Management team oversees our customer experience from completion of Onboarding through to renewal and 100% adoption. The Onboarding team will do the heavy lifting post signed contract needed to rapidly help our clients adopt and deeply leverage the Results.com solution.
Post Onboarding, renewals and growth within the business to 100% adoption will be the Client Success Manager's primary responsibility. You will work closely with other Results.com teams besides Onboarding, including Sales, Training, Technical Configuration, Marketing, and Product to ensure customers meet their adoption targets and realize significant value from using our platform.
Measures of success will include both retention and expansion. 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 to 100 employees. Often a new client will first bring on their leadership team of say 20 users, with a view to adding the rest of them later.
Your ultimate goal: To help Results.com hit its Recurring Revenue growth targets by retaining clients and expanding users within. To accomplish this, you'll:
  • Support the Onboarding team to completion, as required
  • Ensure full handover from Onboarding
  • Ensure customers achieve their adoption and success targets
  • Develop and implement an effective strategic account strategy through collaboration with other team members
  • Utilize Salesforce metrics and feedback to pro-actively reach out to clients whose engagement is dropping or below our targets
  • Arrange ongoing training and coaching sessions
  • Conduct periodic health checks and managing the contract rollover process
  • Drive additional recurring revenue through upsells of more users
  • Ensure that customers are vocal advocates who renew our relationship year after year
  • Identify and liaise with marketing to gain client advocate references and case studies
  • Obtain referrals for the sales team to follow up

Qualifications
Targets
You will manage between 800 and 1400 users.
Your rollover target will be 80%. Upsell targets will be 20%+ of your portfolio.
There will also be targets relating to customer engagement levels.
Requirements
5+ years of account management, preferably virtually/online
Preferred skills:
  • CRM (Salesforce or equivalent)
  • Familiarity with online presentations and selling
  • A passion for learning and a hard-nosed work ethic.
  • Self-starter
  • Someone who can work successfully and happily in a fast-paced, high-intensity startup

Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply