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Insurance Client Success Manager Jobs in Georgia

Thekey

RN Client Success Manager

Atlanta, GA

The RN Client Success Manager is also integral to ensuring smooth operations and client ... Current driver's license and proof of insurance Physical Requirements: * Ability to travel locally ...

TheKey

RN Client Success Manager

Atlanta, GA · On-site

The RN Client Success Manager is also integral to ensuring smooth operations and client ... Current driver's license and proof of insurance Physical Requirements: * Ability to travel locally ...

Rustman Agency

Client Success Trainee

Clayton, GA · On-site

... relationship management. This role is ideal for someone who enjoys helping others, is detail ... with the client success team Qualifications Strong communication and interpersonal skills ...

American Software

Client Success Leader

Atlanta, GA · On-site

... more profitably manage their complex global businesses. The Logility ® Digital Supply Chain ... The Client Success Leader is accountable for leading a team who works with existing clients toward ...

Logility

Client Success Leader

Atlanta, GA · On-site

... more profitably manage their complex global businesses. The Logility ® Digital Supply Chain ... The Client Success Leader is accountable for leading a team who works with existing clients toward ...

Logility, Inc

Client Success Leader

Atlanta, GA · On-site

... more profitably manage their complex global businesses. The Logility ® Digital Supply Chain ... Responsibilities Our next Client Success Leader will need to have a passion to help clients while ...

Logility

Client Success Leader

Atlanta, GA · On-site

... more profitably manage their complex global businesses. The Logility ® Digital Supply Chain ... The Client Success Leader is accountable for leading a team who works with existing clients toward ...

iVision Scale LLC

Client Success Executive

Atlanta, GA · On-site

Client Success Executive Full Time Cust Success Man Atlanta, GA, US 2 days ago Requisition ID: 1103 ... Experience managing end-to-end customer journeys, from onboarding and adoption to renewal and ...

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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 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:

Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in Georgia as of September 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 9% Hybrid, and 21% Remote job distribution.

Client Success Manager (Payments)

Marietta, GA

Expert Technical Solutions
IT Services • 11 - 50 employees
Learn more about Expert Technical Solutionsexternal

Full-time

Posted 28 days ago

Job description

Client Success Manager (Payments)
 
Expert Technical Solutions has an outstanding opportunity for an POS Support Specialist with a fast-growing company in Marietta, GA.
 
This is a Direct Hire opportunity offering competitive salary, excellent benefits, and growth opportunities!
 
You will serve as the primary liaison between customers and the company’s merchant
services provider, managing merchant account support, billing inquiries,
reconciliations, statement reviews, audits, and ongoing account maintenance.
 
Duties and Responsibilities:
 
  • Serve as the primary post-go-live point of contact, confirming customers have the tools, knowledge, and resources needed to operate successfully.
  • Conduct follow-up outreach after support calls, service calls, and repeat issues to verify resolution quality and overall client success.
  • Act as a trusted advocate for customers, ensuring concerns are addressed promptly and escalated appropriately when needed.
  • Identify trends, recurring issues, or adoption challenges and collaborate with internal teams to drive continuous improvement and long-term success.
  • Act as primary liaison between customers and the merchant services provider.
  • Manage and resolve merchant services billing inquiries, discrepancies, and customer concerns.
  • Perform statement reviews, reconciliations, and audits of monthly merchant services invoices.
  • Assist customers with merchant services portal setup, access, and troubleshooting.
  • Verify merchant account setup with payment processors.
  • Support TIN verification, bank account changes, funding updates, and other merchant account requests.
 
Skills:
 
  • 1+ year in customer service for a payments company or bank
  • Excellent communication and customer service skills
  • Experience with a ticketing system, preferably Salesforce
  • Experience working in a restaurant front of house