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Insurance Client Success Manager Jobs in Hawaii (NOW HIRING)

The Boyd Group

Auto Body Estimator

Kailua, HI · On-site

$29 - $41/hr

Ready to grow with a team that's built for your success? Apply today. Our Commitment: The Boyd ... Ensure compliance with all insurance client requirements, processes and metrics * Ensure compliance ...

The Boyd Group

Auto Body Estimator

Kailua Kona, HI · On-site

$29 - $41/hr

... with all insurance client requirements, processes and metrics Ensure compliance with all WOW ... the Management Team, as required Support all team members when required Participate in monthly ...

The Boyd Group

Auto Body Estimator

Kailua Kona, HI

$29 - $41/hr

Ready to grow with a team that's built for your success? Apply today. Our Commitment: The Boyd ... Ensure compliance with all insurance client requirements, processes and metrics * Ensure compliance ...

The Boyd Group

Auto Body Estimator

Kailua Kona, HI · On-site

$29 - $41/hr

... with all insurance client requirements, processes and metrics Ensure compliance with all WOW ... the Management Team, as required Support all team members when required Participate in monthly ...

Robert Half

Customer Success Specialist

Honolulu, HI · On-site

$16.63 - $19.25/hr

The person in this role will coordinate client-facing activities, maintain accurate records, and ... Manage day-to-day administrative tasks that help keep warehouse and human services operations ...

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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 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 Relationship Manager

Globe Life: Moore Organizations

Mililani, HI • On-site

Full-time

Posted 24 days ago

Job description

🔹Provide life insurance and financial protection solutions to families and individuals

🔹Educate clients on policies that prevent financial disaster during times of loss

🔹Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary

🔹Represent core values: Service Over Sales, always putting clients first

🔹Set and achieve aggressive personal and team goals.

🔹Use tracking systems to monitor metrics and growth benchmarks.

🔹Participate in incentive contests, team challenges, and leadership summits.

🔹Tech savvy and understand how to operate zoom calls

🔹Entrepreneurial Ownership

🔹Must be 18+ years old and able to pass a background check

🔹Must have valid work authorization in the US

🔹Effective Communication Skills: Ability to communicate ideas clearly and concisely.

🔹Organizational Skills: Capable of managing multiple tasks efficiently.

🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)

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