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Insurance Client Success Manager Jobs in Georgia

MONEYPENNY US GROUP

Client Success Manager

Duluth, GA · On-site

Our Client Success Managers serve as the primary point of contact for clients post-onboarding, owning the client relationship throughout the entire lifecycle. This role is focused on driving ...

VOICENATION LLC

Client Success Manager

Duluth, GA · On-site

Our Client Success Managers serve as the primary point of contact for clients post-onboarding, owning the client relationship throughout the entire lifecycle. This role is focused on driving ...

Enlace Health

Client Success Manager

Atlanta, GA

Client Success Manager Enlace Health is a specialty value-based care company focused on reducing ... FREE medical, dental, and vision insurance for employees on select plans * $1740 annual ...

Origami Risk LLC

Client Success Manager

Atlanta, GA

Working knowledge of the insurance industry is strongly preferred. * Demonstrated ability to build and maintain productive client relationships. * Experience leading client meetings, business reviews ...

Milliman

Client Success Manager (MedInsight)

Atlanta, GA · 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 ...

Origami Risk LLC

Client Success Manager

Atlanta, GA · On-site +1

Working knowledge of the insurance industry is strongly preferred. * Demonstrated ability to build and maintain productive client relationships. * Experience leading client meetings, business reviews ...

Origami Risk LLC

Client Success Manager

Atlanta, GA · On-site

Working knowledge of the insurance industry is strongly preferred. * Demonstrated ability to build and maintain productive client relationships. * Experience leading client meetings, business reviews ...

Enlace Health

Client Success Manager

Atlanta, GA · On-site

Client Success Manager Enlace Health is a specialty value-based care company focused on reducing ... FREE medical, dental, and vision insurance for employees on select plans * $1740 annual ...

VTrips

Client Success Manager

Tybee Island, GA · On-site

$48K/yr

Participate in development workshops with the Director of Client Success and Property Care Manager ... Comprehensive medical, dental, and vision insurance. * 401(k) retirement plan with company match.

VTrips

Client Success Manager

Tybee Island, GA · On-site

$48K/yr

Participate in development workshops with the Director of Client Success and Property Care Manager ... Comprehensive medical, dental, and vision insurance. * 401(k) retirement plan with company match.

Sevaa Group

Client Success Manager

Alpharetta, GA · On-site +1

As a Client Success Manager, you will own the customer lifecycle for each of your accounts ... Life insurance and disability coverage * Health Savings Account * Modern laptop and equipment

Sevaa Group

Client Success Manager

Alpharetta, GA

As a Client Success Manager, you will own the customer lifecycle for each of your accounts ... Life insurance and disability coverage * Health Savings Account * Modern laptop and equipment

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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 Georgia? For Insurance Client Success Manager jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Georgia look for? The top searched job categories for Insurance Client Success Manager jobs in Georgia are:
What cities in Georgia are hiring for Insurance Client Success Manager jobs? Cities in Georgia 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 Georgia as of June 2026, with employment types broken down into 78% Full Time, 16% Part Time, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Client Success Manager

Client Success Manager

Neighborly Software

Atlanta, GA

Other

Posted 17 days ago

Job description

Neighborly Software is a cloud-based technology platform that reimagines the administration of Housing, Economic, and Community Development programs. Our mission is to make a difference through community development and help create social and economic good for low-income families and vulnerable populations. Since 2016, we have delivered software solutions to over 400 public and private sector entities across the United States. We are dedicated to serving something bigger than ourselves and consistently delivering unmatched experiences to our Neighbors and partners.

Client Success Manager

The position of Client Success Manager at Neighborly Software will be a proactive subject matter expert our clients rely on. The Client Success Manager will work with clients to help define their needs, evaluate their current processes, and guide clients through their relationship with Neighborly Software programs. We are looking for self-motivated individuals that want to ensure every client has a successful journey with Neighborly Software. This position has the opportunity to grow into an Implementation Lead.

As a Client Success Manager at Neighborly Software, you’ll get to:

  • Proactively and efficiently resolve Client Success inquiries via multiple channels of communication: phone, email, and ticket support inquiries
  • Maintain HUD industry knowledge and best practices to address questions and to suggest solutions to client inquiries
  • Educate clients on software features or additional functionality that will best meet their needs
  • Proactively nurture the client relationship to promote retention and expansion
  • Evaluate clients’ current processes and configure our solution to meet their needs while recommending Neighborly Software best practices
  • Enact a high level of attention to detail during add-on software configuration
  • Collaborate with teammates to conduct peer-reviews of configured solutions
  • Communicate with finance to ensure accurate invoicing is completed
  • Build a value-based relationship with clients to ensure overall use and satisfaction with our solution

Minimum Position Qualifications:

  • Bachelor’s Degree preferred
  • Tech savvy
  • Minimum of 3 years in a client-facing, consultative role within a Technology-centric environment; preferably with Software Implementation
  • Excellent verbal and written communication skills, including the ability to chair meetings or host webinars.
  • Demonstrated passion about our mission of helping low- and moderate-income households and neighborhoods
  • Potential to become an expert in our products and act as a SME of Housing and Urban Development (HUD) programs
  • Self-starter with the ability to be successful in a startup environment
  • Atlanta based


Desired Qualifications:

  • Previous Housing and Community Development experience
  • Experience with SaaS
  • Experience working with housing, economic, and community development organizations or Housing Authorities, strongly preferred
  • Knowledge of HUD programs, specifically Housing Choice Vouchers and/or Community Development Block Grants (CDBG)

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