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Insurance Client Success Manager Jobs in California

Lytx

Client Success Manager ll- Dedicated

San Diego, CA · On-site

$69K - $88K/yr

Join Lytx as a Client Success Manager II and be a key member of the Client Success team! In this ... Medical, dental and vision insurance * Health Savings Account * Flexible Spending Accounts

Lytx

Client Success Manager ll- Dedicated

San Diego, CA · On-site

$69K - $88K/yr

Join Lytx as a Client Success Manager II and be a key member of the Client Success team! In this ... Medical, dental and vision insurance * Health Savings Account * Flexible Spending Accounts

SDG

Client Success Manager (Remote)

Los Angeles, CA · Remote

Manage the client relationship by overseeing everything from status calls to solution walkthroughs, feature training, and strategy sessions. * Maintain timelines for regular client support requests.

Later

Account Manager (Client Success)

Los Angeles, CA · On-site

As a Senior Client Success Manager , you will own the retention, expansion, and long-term success of a portfolio of strategic customers. This is a revenue-critical role responsible for driving net ...

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All JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in California

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 78% Full Time, 17% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Success Manager - West Coast

Rapid Ratings

San Francisco, CA • On-site

$110K - $130K/yr

Full-time

PTO

Posted 19 days ago

Job description

Work Location: US (Remote - West Coast - Bay Area, OR, WA)
Reports to: Managing Director, Head of Client Success
RapidRatings sets the standard for financial health transparency between business partners, transforming the way the world's leading companies manage enterprise and financial risk. We provide the most sophisticated, accurate, and actionable analysis of public and private companies in over 140 countries worldwide.
Our commitment to accuracy and financial health transparency has earned us a reputation as a trusted partner among the world's leading Fortune 500 companies and financial institutions. We enable companies to build resilient supply chains and profitable customer relationships with financial health analytics that are as easy to use as they are powerful.
The Enterprise Client Success Manager serves as the senior advisor and strategic partner to RapidRatings' Enterprise-tier client accounts, owning the post-sale relationship and driving measurable program outcomes. This role goes well beyond traditional account management; it requires deep engagement with client risk, procurement, and finance leaders to shape program strategy, advise on supplier risk decisions, and translate RapidRatings data into business outcomes. The Enterprise Client Success Manager brings domain expertise and consultative rigor to a named portfolio of complex, multi-stakeholder accounts, leading executive business reviews, guiding program maturity, and managing renewals as the trusted owner of the client relationship.
.Essential Duties and Responsibilities
  • Own a named portfolio of Enterprise accounts as the senior strategic advisor and primary relationship owner
  • Shape and evolve client program strategy by aligning RapidRatings capabilities to enterprise risk, procurement, and finance objectives
  • Lead Executive Business Reviews (EBRs) and working sessions with senior client stakeholders to assess program health, advise on priorities, and drive multi-year roadmaps
  • Translate Financial Health Rating (FHR), Core Health Score (CHS), and supplier portfolio insights into actionable recommendations that inform client decision-making
  • Advise clients on best practices for supplier engagement, risk governance, and program design, drawing on cross-industry experience and RapidRatings expertise
  • Manage the renewal cycle including pricing strategy, contract structuring, and negotiation in partnership with the commercial team
  • Identify and qualify expansion opportunities through new use cases, additional business units, and program scope changes
  • Carry and achieve quarterly and annual targets for gross revenue retention across your book of business
  • Anticipate and address risks to program success and retention through proactive engagement with client leadership
  • Partner cross-functionally with Product, Data, and Operations teams to advocate for client needs and influence the platform roadmap
  • Maintain accurate account plans, renewal forecasts, and engagement records in Salesforce

Key Competencies Required
  • 5 to 7 years of experience in a senior client-facing advisory, consulting, or Enterprise Customer Success role, preferably in B2B SaaS, financial services, risk management, or supply chain
  • Demonstrated ability to operate as a trusted advisor to senior client stakeholders, with a track record of shaping program strategy and influencing executive decisions
  • Domain fluency in supply chain risk, third-party risk, procurement, or financial analytics, with the ability to engage credibly on subject-matter discussions
  • Strong executive presence and the ability to lead substantive working sessions with C-level and senior stakeholders across procurement, risk, finance, and compliance
  • Proven track record of driving gross revenue retention and partnering on expansion outcomes across complex Enterprise accounts
  • Excellent verbal and written communication skills, including the ability to translate complex data and frameworks into clear, executive-ready narratives
  • Analytical rigor and comfort working with quantitative inputs (financial metrics, portfolio data, program KPIs) to inform recommendations
  • Proficiency with CRM platforms (Salesforce preferred) and a modern client engagement stack including Intercom, Gong, and productivity suites
  • Strong organizational and program management skills with the ability to manage competing priorities across a strategic portfolio

Preferred
  • Prior experience in a management consulting, professional services, or advisory role serving enterprise clients
  • Hands-on experience with supply chain risk management, third-party risk management, or supplier governance programs
  • Familiarity with interpreting financial health metrics and applying them to procurement, risk, or supplier decision-making
  • Background partnering with global, multi-region client programs and navigating cross-functional governance models
  • Self-motivated with an entrepreneurial mindset and comfort operating with a high degree of autonomy in a fast-paced environment
  • This section describes the knowledge, skills, and abilities required to perform the daily tasks and job duties listed above

*Salary*: $110,000-$130,000 based on experience, plus 20% bonus
Why join RapidRatings?
Here at RapidRatings we foster an environment where employees feel recognized for their contributions, appreciated for their individuality, and empowered to do their best. We know that bringing together employees with diverse backgrounds, perspectives, and experiences sparks innovation, promotes better decision making and yields the creative problem solving that is critical to our long-term success. We offer an attractive compensation and incentive program, benefits package, flexible work environment, unlimited self-managed PTO, continuous education and learning and much more. With us, you are not just a number - we value people who are working hard and strive to make a real difference. Join our team to be a part of an industry-changing company and drive your career in the right direction.
Would you like to know more about us and RapidRatings?
Head over to our website:https://www.rapidratings.com/

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