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Insurance Client Success Manager Jobs in Delaware

Citizens

Private Client Relationship Manager

Lewes, DE · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

Citizens

Private Client Relationship Manager

Lewes, DE · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

Citizens

Private Client Relationship Manager

Lewes, DE · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

Citizens

Private Client Relationship Manager

Dover, DE · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

Mary Dickson

Manager of Technology Operations

Newark, DE · On-site

$125 - $150/hr

Manager II Employment Type: Full-time Salary Range: 120-140k Position Summary The Manager of ... Demonstrates subject matter expertise and a commitment to client success. * Assesses client ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

CT Corporation is the global leader of legal entity management, corporate compliance and due ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Hays

Client Manager

Dover, DE · On-site +1

The Manager, Client Delivery, is responsible for the operational management and daily execution of ... With over 50 years of business success, we have a reputation as the world leader in specialist ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

CT Corporation is the global leader of legal entity management, corporate compliance and due ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

CT Corporation is the global leader of legal entity management, corporate compliance and due ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

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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 Delaware?

For Insurance Client Success Manager jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Delaware look for?

The top searched job categories for Insurance Client Success Manager jobs in Delaware are:

What cities in Delaware are hiring for Insurance Client Success Manager jobs?

Cities in Delaware 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 Delaware as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, and 16% Remote job distribution.

Private Client Relationship Manager

Lewes, DE • On-site

Citizens
See more jobs at Citizensexternal

Full-time

Re-posted 26 days ago

Job description

Description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As aCitizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  • Provide exceptional, high-touch client experiences.
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  • Leverage Salesforce CRM to track activity.

Measures of Success include

  • Growth in net new investment assets in collaboration with Wealth Partners.
  • Growth in new deposits including checking, savings, and CD balances.
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
  • Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Bachelor's degree (preferred).
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
  • Experience working with affluent and high net worth clients.
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • Demonstrated success in a client-centric, initiative-taking sales environment.
  • Experience establishing and maintaining relationships with clients and internal partners.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
  • Excellent written and verbal communication skills.

Compensation

  • Salary and opportunity to earn Incentive compensation.
  • Salary is commensurate with experience.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F; potential Saturday hours

#LI-CITIZENS6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

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