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Insurance Client Success Manager Jobs in Florida

Gartner

Client Success Manager (GBS)

Fort Myers, FL · On-site +1

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

Trivium

Customer Success Manager

Miami, FL · Remote

$3.5K - $7.0K/mo

Customer Success Manager (CSM) - Remote Location: Remote - US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...

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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 Florida? For Insurance Client Success Manager jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Florida look for? The top searched job categories for Insurance Client Success Manager jobs in Florida are:
What cities in Florida are hiring for Insurance Client Success Manager jobs? Cities in Florida 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 Florida as of July 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 79% In-person, 6% Hybrid, and 15% Remote job distribution.
Client Success Manager - Technology

Client Success Manager - Technology

Dynasty Financial Partners, LLC

Saint Petersburg, FL • On-site

Full-time

Re-posted 10 days ago

Job description

Description:

Dynasty Financial Partners seeks a motivated, self-starting individual to join the Client Success team as a Client Success Manager (CSM). This role serves as a technology consultant and strategic point of contact for Dynasty’s Network Clients—the independent RIA firms that rely on Dynasty’s technology ecosystem to run and grow their practices.


CSMs own the ongoing relationship with their assigned clients across Dynasty’s full technology stack, including proprietary platforms and integrated third-party solutions. They drive adoption, deliver consultative guidance, identify opportunities to deepen platform utilization, and ensure clients are getting maximum value from Dynasty’s technology investment. This role requires someone who can operate independently, build trust with sophisticated advisory firms, and translate complex technology into actionable outcomes.


Key Responsibilities

Client Relationship & Technology Consulting

• Serve as the primary technology point of contact for assigned Network Clients, owning the relationship across implementation, administration, and ongoing adoption of Dynasty’s technology stack

• Understand each client’s business needs, workflows, and growth objectives to identify opportunities for deeper platform adoption, new feature utilization, or additional training

• Lead strategic technology reviews with client firms to assess utilization, share best practices, and align technology capabilities to practice goals

• Translate complex technical information into clear, actionable guidance that clients can execute against


Training, Enablement & Implementation Support

• Organize and host training and implementation calls independently and in coordination with vendor clients

• Create training materials, visual guides, and documentation on software best practices and internal processes

• Coordinate and facilitate best-practice sharing sessions with Network Client constituents, documenting and executing on takeaways

• Support platform configurations across the Dynasty technology stack, including performance reporting, financial planning, CRM, and proprietary Dynasty tools


Vendor & Cross-Functional Coordination

• Liaise with Dynasty’s Resource Clients (vendors) to support existing clients, perform data audits and updates, manage user permissions, and coordinate technical support

• Collaborate with Product & Engineering on product releases, feature rollouts, and the translation of client feedback into product insights

Coordinate with Finance, Legal, Compliance, Relationship Management, and Marketing to drive operational efficiencies and complete cross-departmental initiatives

Requirements:

• 5-7 years of work experience, preferably at a financial technology, wealth management, or financial services firm

• Bachelor’s degree or equivalent experience

• Experience administrating or consulting on CRM platforms (Salesforce preferred), performance reporting tools (e.g., Black Diamond, Addepar), or financial planning platforms (e.g., eMoney, MoneyGuide) is strongly preferred

• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint

• Prior experience in a Client Success, Business Analyst, Technology Consultant, or Project Manager role at a financial services firm is preferred


Successful candidates will:

• Demonstrate excellent time management, the ability to prioritize competing client needs, and the discipline to manage multiple concurrent projects

• Exercise outstanding communication and presentation skills with the ability to collaborate effectively across internal teams, vendor clients, and client stakeholders

• Be willing and flexible to travel onsite to client offices nationwide, approximately 4–6 times annually

• Continuously expand their knowledge of Dynasty’s technology stack, including performance reporting, financial planning, CRM, and proprietary platforms—and the integrations between them

• Manage cross-departmental initiatives in a structured way, communicating with and obtaining resources from multiple stakeholders

• Think proactively to create value, build strong rapport with clients, and identify opportunities before they become issues

• Take ownership of their book of clients and work independently to ensure delivery on team goals and client satisfaction