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Insurance Client Success Manager Jobs in Hawaii (NOW HIRING)

Position Summary As a Success Manager, you will manage a portfolio of affiliated physician ... Comprehensive benefits: health, dental, vision insurance, and retirement plans. * Professional ...

Facilitate regular client engagements including cadence meetings, QBRs, reporting, training, and ... Comprehensive health, dental, and vision insurance * Unlimited paid time off (PTO) plan, plus ...

Customer Success Manager II

Honolulu, HI · Remote

$56.10K - $77.20K/yr

As a Customer Success Manager (CSM) at Renaissance, you are a part of the teacher and administrator ... Life & Disability Insurance * Well-being and Employee Assistance Programs Benefits listed apply to ...

... Client Service Manager (CSM) function, supported by successful completion of the required CSM ... success which includes medical, dental, vision, short and long-term disability, life insurance, an ...

... Client Service Manager (CSM) function, supported by successful completion of the required CSM ... success which includes medical, dental, vision, short and long-term disability, life insurance, an ...

Own and manage the full sales cycle from prospecting and qualification through proposal, close, and handoff to Client Success * Build and maintain strong relationships with prospective and existing ...

Field Technician

Waipahu, HI · On-site

$100/hr

The Field Technician is responsible for performing detailed site inspections and collaborating with Client Success Managers to ensure an exceptional client experience during the preliminary project ...

... our overall success. Your laser focus on customer satisfaction guides your interactions with ... Client portals are in good hands with you as you manage them with ease. Your keen eye for detail ...

POSITION SUMMARY The Customer Success Representative is responsible for managing assigned house ... client relationships. * Valid driver's license, current registration, and proof of insurance; clean ...

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Insurance Client Success Manager information

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 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 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 Hawaii? For Insurance Client Success Manager jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Hawaii look for? The top searched job categories for Insurance Client Success Manager jobs in Hawaii are:
What cities in Hawaii are hiring for Insurance Client Success Manager jobs? Cities in Hawaii with the most Insurance Client Success Manager job openings:
Success Manager

Success Manager

MDVIP LLC

Honolulu, HI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


Job description

Description:

Position Location
Remote from the Honolulu, HI area.


MDVIP: Transforming Primary Care, One Patient at a Time

MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work® since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.


Position Summary

As a Success Manager, you will manage a portfolio of affiliated physician practices with direct accountability for relationship management and KPI performance. This is a field based, performance driven role designed for professionals with prior experience in sales, account management, operations, or revenue focused customer success with a track record of exceeding performance targets. Success in this role is defined by net member growth, revenue performance, physician satisfaction, and patient satisfaction, among other KPIs.

This role requires regular travel within a defined territory and is best suited for individuals who thrive in externally facing, high accountability environments. While there is no typical week, the schedule generally includes travel Tuesday through Thursday to visit practices and engage with affiliates (with occasional overnight stays, depending on the territory), and remote work on Mondays and Fridays focused on meetings and proactive territory management. The role also includes regular evening commitments, such as affiliate dinners.


Key Responsibilities

  • Build & Deepen Trusted Physician Relationships: Establish strong, credibility-based partnerships with physicians that serve as the foundation for long-term growth, retention, and performance improvement.
  • Act as a Consultative Business Advisor: Influence physician decision-making by providing insight-driven guidance on growth strategy, pricing, utilization, and practice performance—without direct authority.
  • Drive Measurable Practice Growth: Partner with physicians to develop and execute data-driven growth plans that improve membership, retention, and overall practice revenue.
  • Provide VIP-Level Service: Own physician and staff inquiries end to end, delivering timely, high-touch support, problem resolution, and seamless connection to MDVIP resources.
  • Lead Onboarding & Ongoing Expansion: Guide new affiliates through onboarding and first-year success plans while identifying and unlocking growth opportunities in established practices.
  • Maintain Proactive, High-Impact Engagement: Execute a consistent cadence of in-person and virtual interactions tailored to practice performance and opportunity.
  • Own Territory Performance & Outcomes: Manage a defined portfolio of practices with accountability for identifying risk, prioritizing engagement, and expanding relationships.
  • Operate with Discipline & Accountability: Track activity and outcomes, prioritize high-impact efforts, and take full ownership of performance results across a territory.

Key Competencies

  • Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively.
  • Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable.
  • Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations.
  • Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them.
  • Collaborative: Works well with others, values teamwork, and helps everyone succeed together.
Requirements:

Minimum Qualifications

  • 3+ years of experience in sales, account management, operations, or revenue focused customer success
  • Experience meeting and exceeding performance metrics or targets
  • Proficiency in Microsoft Office (Outlook, Excel, Word); CRM experience preferred
  • Ability and willingness to travel regularly within assigned territory

Preferred Qualifications

  • Experience managing complex, multi account portfolios
  • Background in B2B, services, or subscription based growth environments
  • Healthcare experience, especially primary care

Why Join MDVIP?

  • Be part of a mission-driven organization leading innovation in personalized healthcare.
  • Drive transformation and growth in a dynamic, fast-paced environment.
  • Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.
  • Comprehensive benefits: health, dental, vision insurance, and retirement plans.
  • Professional development: access to ongoing training and leadership development programs.
  • Positive work environment: consistently recognized as a Great Place to Work®, fostering a culture of collaboration and excellence.

MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.

If you require accommodation during the application or interview process, please let us know, and we will be happy to assist.


Pay Transparency: Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.