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Insurance Client Success Manager Jobs in Georgia

The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for ...

ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies

ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies

On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...

On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...

Effectively manage ongoing relationships with clients in portfolio and oversee Client Success Manager. Focus of this position is to enhance and nurture existing relationships resulting in client ...

Join Our Team as a Client Success Manager I - (CSM I) Company: Coreforce Location: Atlanta, GA (Headquarters) Job Type: Full-time Salary: Based on Experience Company Overview: Coreforce is an ...

The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers. This role is responsible for ...

The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures ...

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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:
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.
Manager, Client Success (CSM)

Manager, Client Success (CSM)

FIS

Atlanta, GA • Remote

Full-time

Posted 26 days ago


FIS Global rating

7.3

Company rating: 7.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

136th of 190 rated software companies


Job description

Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

About the role:

The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts. The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level.

About the team:

The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.

What you will be doing:

Client Ownership

  • Manage a defined portfolio of highvalue or complex clients as the primary Client Success Manager

  • Drive adoption, measurable value realization, retention, and expansion within owned accounts

  • Serve as an escalation point for critical client risks and relationship challenges

  • Build trusted relationships with senior client stakeholders and act as a strategic advisor

  • Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes

Team Leadership

  • Lead, coach, mentor, and performancemanage a team of Client Success Managers

  • Set clear expectations, objectives, and success plans aligned to Client Success strategy

  • Conduct regular onetoones, deal reviews, and client health deep dives

  • Build team capability across onboarding, adoption, risk management, renewals, and expansion motions

  • Model bestinclass client engagement while empowering team members to lead

CrossFunctional Collaboration

  • Partner closely with Sales on renewals, upsell, and expansion opportunities

  • Collaborate with Product, Support, and Professional Services to resolve systemic client issues

  • Act as a critical link between clients and internal teams, translating client needs into actionable insights

  • Advocate for the voice of the customer to inform product and gotomarket strategies

Execution & Operational Excellence

  • Translate Client Success strategy into daytoday execution

  • Monitor portfolio health, retention, NPS, and adoption metrics

  • Proactively analyze client health and usage data to identify risk and drive corrective action plans

  • Ensure consistent use of CRM tools, playbooks, and engagement standards

  • Operate effectively in ambiguity; test, learn, and iterate to improve outcomes

Required Qualifications

  • Bachelor's degree or equivalent experience required, MBA or another advanced degree preferred

  • 8-12+ years of experience in customer success, account management or related roles

  • Relevant previous experience in financial technology services

  • Knowledge of financial technology industry and products, including market trends, challenges, and opportunities

  • Proven experience managing enterprise or strategic client relationships

  • Prior people-management experience or strong player/ coach readiness

  • Strong commercial acumen

  • Data-driven mindset with experience using CRM and client health metrics

  • Excellent stakeholder management and executive-level communication skills

What we offer you:

A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech

  • Always-on learning and development

  • Collaborative work environment

  • Opportunities to give back

  • Competitive salary and benefits


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass


FIS logo

About FIS

Sourced by ZipRecruiter

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Jacksonville , FL, US

Year founded

1968

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