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Insurance Client Success Manager Jobs in Colorado

Our Client Success Representative will act as the office location's receptionist greeting our ... Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. * Bonuses for ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Minimum of 3 years of experience in customer success, account management, client services, customer ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Minimum of 3 years of experience in customer success, account management, client services, customer ...

Customer Success Manager

Centennial, CO · On-site

$83K - $117K/yr

Eligible for Medical, Dental, Vision, 401K About Our Client: Addison Group is partnering with a well-established manufacturing organization seeking a Customer Success Manager to join its team. This ...

Eligible for Medical, Dental, Vision, 401K About Our Client: Addison Group is partnering with a well-established manufacturing organization seeking a Customer Success Manager to join its team. This ...

Customer Success Manager

Centennial, CO · On-site

$83K - $117K/yr

Eligible for Medical, Dental, Vision, 401K About Our Client: Addison Group is partnering with a well-established manufacturing organization seeking a Customer Success Manager to join its team. This ...

Denver, CO (Hybrid Position) Comprehensive benefits: medical, dental, and vision insurance plans ... client services, customer relationship management, or a similar client-facing role Experience ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Minimum of 3 years of experience in customer success, account management, client services, customer ...

Denver, CO (Hybrid Position) Comprehensive benefits: medical, dental, and vision insurance plans ... client services, customer relationship management, or a similar client-facing role Experience ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Minimum of 3 years of experience in customer success, account management, client services, customer ...

What you'll do The Customer Success Manager will be the primary point of contact to some of ... Life, short and long-term disability insurance * Company annual kick-off trip * 401(k) plan with ...

... client's unique marketing needs - Own client relationships from onboarding through retention ... success, account management, or client services role -- ideally within a services business or ...

New

Customer Success Manager

Denver, CO · On-site

$59K - $70K/yr

You know how to uncover a client's core pain points and naturally align them with expansion, cross ... sponsored Life Insurance • Voluntary Short-Term Disability, Long-Term Disability, and Life ...

Customer Success Manager

Denver, CO · On-site

$59K - $70K/yr

You know how to uncover a client's core pain points and naturally align them with expansion, cross ... sponsored Life Insurance · Voluntary Short-Term Disability, Long-Term Disability, and Life ...

Our mission is to make teams who deliver client work become efficient, organised, profitable and ... The opportunity As a Customer Success Manager, you will own a named book of professional-services ...

About the Role As a Customer Success Manager at AssistIQ, you'll be responsible for building and ... Health insurance * 3 weeks of vacation * 10 sick days * Flexible work hours * Top of class culture ...

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Showing results 1-20

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 Colorado? For Insurance Client Success Manager jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Colorado look for? The top searched job categories for Insurance Client Success Manager jobs in Colorado are:
What cities in Colorado are hiring for Insurance Client Success Manager jobs? Cities in Colorado with the most Insurance Client Success Manager job openings:
Infographic showing various Insurance Client Success Manager job openings in Colorado as of June 2026, with employment types broken down into 79% Full Time, 15% Part Time, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Success Manager - Pipeline Conversion Specialist

The Dixon Group

Aurora, CO • On-site

$65K/yr

Full-time

Posted 5 days ago


Job description

Description
We don't need more leads.
We need someone who can convert the ones already in our pipeline.
This role is responsible for managing and nurturing active clients who have already met with our top agents and are pre-approved - but aren't ready to move yet.
Your job is to build the relationship, stay top of mind, and move them back into action.
Responsibilities
• Follow up with warm, pre-approved clients consistently
• Build relationships on behalf of our top agents
• Track timing, motivation, and life changes
• Re-engage clients when they're ready to act
• Hand off fully warmed clients back to agents for conversion
• Keep zero deals slipping through the cracks
Qualifications
• Relentless Follow-Up Discipline
• High Emotional Intelligence
• Strong Communication Skills (Phone + Text)
• Ownership Mentality
• Organization + Pipeline Management