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Insurance Client Success Manager Jobs in Hawaii (NOW HIRING)

SpotOn

Senior Client Success Field Partner

Mililani, HI · On-site

$70K - $87K/yr

Ability to work independently, utilize independent discretion, manage time effectively, prioritize ... Medical, Dental and Vision Insurance * 401k with company match * RSUs * Paid vacation, 10 company ...

ProService Hawaii

Strategic Account Manager

Honolulu, HI · On-site

$99K - $125K/yr

WHAT YOU'LL BRING TO THE TEAM We're looking for someone with demonstrated success managing complex client relationships or high-value accounts -- ideally in a consultative, B2B environment. Prior ...

NAPAA

Insurance Salesperson

Lihue, HI · On-site

$15 - $20/hr

... client base. * Have a proven track record of business to business sales success. Possess strong ... Have excellent time management skills, thrive in a team environment and Technology and Computer ...

FareHarbor

Account Manager, NORAM

Honolulu, HI

... success lies in our people-the Ohana. With each new feature launched and new client onboarded ... Life insurance policy * 401k + employer matching * Social hours & events and team-building

Xerox

Client Associate - Honolulu, HI

Honolulu, HI

... success for our clients. At Xerox, we make work, work. Learn more about us at www.xerox.com ... The Client Associate works closely with both the client and Xerox management to ensure service ...

AAC

Project Manager

Honolulu, HI

... while ensuring projects align with client objectives and organizational goals. Required ... Demonstrated success managing project budgets, resources, schedules, and risks. * Strong leadership ...

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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 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:
Insurance Client Success Manager jobs near you

Client Success Representative (Remote)

Demand.com

Honolulu, HI • Remote

Full-time

Posted 14 days ago

Job description

Customer Success is crucial for building strong customer relationships. We're looking for someone tech-savvy to ensure our clients have a great experience.

Responsibilities and Duties

  • Develop and nurture relationships with selected accounts for successful campaigns.
  • Be a trusted advisor and expert in our DemandFactor offerings.
  • Work with internal experts to deliver excellent campaign leads and ensure clients are happy.
  • Collaborate with the Sales team from proposal to delivery, addressing options and integrations.
  • Manage account documentation, including reports and recommendations.
  • Handle post-sale account management, fostering growth through great customer service.

Qualifications

  • Excellent written and verbal communication skills with a strong connection to customer success.
  • Minimum two years of account management or customer service experience preferred.
  • Highly organized and detail-oriented, able to handle over 30 clients effectively.
  • Ability to thrive collaboratively in a team and independently with minimal supervision.
  • Strong problem-solving skills, with the ability to engage and interact with internal teams.
  • Logical thinking to diagnose and resolve issues, recognizing when escalation is needed.
  • Comfortable learning various software, from MS Office (Excel) to CRM systems.
  • Time Management and Effective Prioritization skills to ensure efficient handling of tasks and responsibilities in a dynamic work environment