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Insurance Client Success Manager Jobs in Georgia

The Client Success Manager (CSM) Team Lead is responsible for leading a team of CSMs while directly managing a portfolio of clients driving client satisfaction, solution adoption, value realization ...

... 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 ...

... 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 ...

... 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 ...

... 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 ...

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Join our company in the client success role! This position provides customer service support to ... Guide dealership managers and sales teams through the Sellchology training material to assist in ...

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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.
Digital Scale Client Success Manager

Digital Scale Client Success Manager

Azalea Health Innovations Inc

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Posted 23 days ago

Be an early applicant


Job description

IN SUMMARY...

Azalea Health is seeking a highly analytical and operationally-focused Digital Scale Client Success Manager to drive adoption, engagement, and value realization across a high-volume portfolio of clients. This role is critical to scaling our Client Success programs, processes, and insights to efficiently support a large and diverse client base through data-driven strategies and repeatable processes.

The ideal candidate is passionate about using data, automation, and scalable methodologies to deliver consistent, measurable client outcomes while serving as a trusted advisor to clients. You will play a pivotal role in building the infrastructure and playbooks that enable our Client Success organization to grow efficiently.

If you want the challenge of contributing to a critical function that fuels the success of Azalea Health, then this may be the role for you!

WHAT YOU WILL DO...

  • Manage a high-volume book of business within a designated client segment using scalable, digital-first engagement strategies
  • Leverage client analytics, usage data, and health scoring metrics to identify trends, risks, and expansion opportunities across your client segment
  • Design, implement, and continuously improve scalable CSM programs, playbooks, and workflows tailored to high-volume client segments
  • Monitor key performance indicators including product adoption rates, feature utilization, engagement metrics, retention risk signals, and expansion indicators
  • Use data-driven insights to prioritize outreach efforts, automate engagement touchpoints, and tailor success strategies at scale
  • Develop client segmentation strategies based on usage patterns, maturity levels, and business outcomes to optimize resource allocation
  • Build and refine predictive models to identify at-risk customers before churn indicators become critical, enabling proactive intervention strategies
  • Conduct cohort analyses to understand customer behavior patterns, lifecycle trends, and the impact of various engagement strategies on retention and expansion
  • Perform root cause analysis on churn events, feature adoption challenges, and engagement drop-offs to inform strategic improvements
  • Create and maintain dashboards and reporting mechanisms to track portfolio health, client satisfaction trends, and program effectiveness
  • Deliver training sessions, webinars, and scalable enablement content to support ongoing client education and drive product value realization
  • Develop and execute proactive campaigns to drive adoption of new features, products, and services across your client segment
  • Build and maintain relationships with key stakeholders across your portfolio, including executive-level contacts where appropriate
  • Serve as a trusted advisor while leveraging repeatable processes and automation to ensure consistent client experiences
  • Identify upsell, cross-sell, and expansion opportunities based on client goals, usage patterns, product adoption levels, and organizational maturity
  • Partner closely with Sales and Account Management teams to support renewal conversations, expansion initiatives, and growth strategies
  • Connect clients with relevant third-party integrations, partner solutions, and additional resources that support their business objectives
  • Maintain updated knowledge of Azalea Health's software products and services – with the ability to perform demonstrations of all Azalea products and services to clients as needed
  • Perform other duties as assigned

BACKGROUND AND SKILLS YOU WILL BRING...

  • Bachelor's degree in Business Administration, Business Management or related field or relevant equivalent experience required
  • 3-5 years of experience in SaaS Client Success; 2+ years of experience in Healthcare IT, Client Support required
  • Prior demonstrated experience with building and managing scalable client engagement programs and playbooks
  • Strong analytical skills with proven ability to leverage data, metrics, and client health scoring to drive decisions and prioritize activities
  • Demonstrated results in driving client adoption and advocacy
  • Ability to influence through persuasion, negotiation, and consensus building
  • Ability to juggle multiple projects and initiatives simultaneously and effectively collaborate across internal teams while working in a fast-paced environment
  • Excellent communication skills, both written and verbal, are essential, as is the ability to collaborate with other teams and stakeholders
  • Ability to travel up to 20%

SUCCESS LOOKS LIKE...

  • Being aggressive and taking initiative; we trust you to move the needle forward
  • Doing the job; outcomes are just as important as strategy
  • Being adaptable and amenable to meet the changes of a dynamic and evolving industry
  • Demonstrating humility; partnership and collaboration define who we are and how we operate
  • Tapping into your innovative side; conventional is not always correct

HOW WE INVEST IN YOU...

  • Competitive and comprehensive benefits: Coverage options to support the whole person, including full medical, dental, vision, telehealth, and life insurance
    • Generous employer sponsored subsidy towards employee's medical insurance premiums
    • Azalea Health covers 100% of the premiums for Life AD&D, Telehealth, and Long-Term Disability for all eligible full-time employees
  • Balance and flexibility: Simple Paid Time Off (PTO) options. You earn your time, use it as you choose.
  • Economic opportunity: Competitive total rewards package that offers competitive pay and advancement opportunities

Azalea Health's EEO Statement

Azalea Health is an Equal Opportunity Employer committed to creating a diverse and inclusive workforce where our employees excel based on merit, qualifications, knowledge, ability, and job performance. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and any other characteristics protected by federal, state, and local laws that make our employees unique.