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Insurance Client Success Manager Jobs in Hawaii (NOW HIRING)

Client Relations Consultant I Primary Purpose: The Client Relations Consultant I is responsible for ... Experience in healthcare, insurance, account management, or employer group servicing * Experience ...

Senior Project Manager

Wailuku, HI · On-site

$128 - $175/hr

Monitor and share clients' critical success factorsforproject success and client satisfaction ... insurance and long-term care insurance. About Brown and Caldwell Headquartered in Walnut Creek ...

Senior Project Manager

Wailuku, HI · On-site

$128 - $175/hr

Monitor and share clients' critical success factorsforproject success and client satisfaction ... life insurance, an employee assistance program, paid time off and parental leave, paid holidays ...

Showing results 41-60

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:

Senior Client Development Manager, Energy

Haley & Aldrich

Makawao, HI • Hybrid

Full-time

Posted 16 days ago


Haley & Aldrich rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

67th of 452 rated engineering


Job description

Find your path and enjoy the journey at Haley & Aldrich. With us, you'll tackle clients' most meaningful challenges in the built and natural environments - and, in turn, build stronger communities. You'll work with teams of passionate colleagues, driven by a commitment to technical excellence and continuous learning.

As a company, we aim to build a world where communities go beyond resilience, embracing change as an opportunity to enhance safety, well-being, and quality of life. Join us to accelerate this vision and your professional development.

Haley & Aldrich is seeking an experienced Senior Client Development Manager, Energy to grow our work with electric and gas utilities, independent power producers, electric cooperatives, and other energy sector clients. This role requires both energy market knowledge and experience selling architecture, engineering, and consulting (AEC) services.

The Energy Market Senior Client Development Manager is responsible for leading sales activities specific to energy clients, working in close partnership with the Market Leader, client account managers, technical leaders, and proposal professionals to deepen client relationships and identify client needs aligned with Haley & Aldrich's services.  The successful candidate will understand how energy clients plan, fund, procure, and execute complex capital, remediation, and regulatory compliance programs. This position requires sound judgement, structured sales practices, persuasive writing, and use of customer relationship management (CRM) tools. This is a full-time, local hybrid role with an expectation of an inoffice presence several days per week with flexibility based on business needs and candidate location. The position may be based out of any of H&A's locations across the U.S.

DUTIES/RESPONSIBILITIES

In this position, you will:

  • Develop and implement capture plans for priority pursuits by integrating market and competitive insights, client painpoint analysis, differentiators, and teaming strategies to achieve growth goals for the Energy Market.
  • Work collaboratively with client account managers to build and maintain a qualified pipeline of opportunities with electric utilities, gas utilities, energy developers, cooperatives, and oil and gas companies aligned with Haley & Aldrich's services.
  • Research and analyze market drivers, policy trends, and competitive landscape for regulated utilities, independent power producers, and oil and gas companies.
  • Leverage client feedback and portfolio information to provide actionable insights on client needs, market dynamics, and competitive positioning.
  • Build and maintain high-trust relationships with client account teams.  Align pursuits with clear and differentiated client value propositions tailored to client challenges and investment priorities.
  • Facilitate pursuit decisions through structured No/Go processes in collaboration with the Market Leader and Legal ensuring opportunity due diligence and risk consideration.
  • Understand and advise on contractual arrangements, pricing structures, and risk management specific to energy sector projects.
  • Oversee development and coordination of proposals, proposal budgets, and resource mobilization for both competitive and sole source pursuits.
  • Ensure use of pre-approved responses for critical prequalification packages maintaining compliance and consistency.
  • Integrate lessons learned from prior pursuits and proposal cycles to improve win strategies and success rate.
  • Collaborate closely with business development leaders, technical experts, and client account managers to build client relationships and support cross-selling.
  • Track and report sales pipeline progress, pursuits, and outcomes using CRM and standard tools.
  • Conduct ongoing pipeline assessment to evaluate opportunity quality, alignment with market demand, contractual requirements, and pursuit readiness collaborating with technical and client teams and Market Leader as needed.
  • Uphold company and client health and safety protocols in all aspects of sales leadership.

 

SKILLS/EXPERIENCE
Minimum Skills and Requirements:

  • Bachelor's degree in civil engineering, geotechnical engineering, mechanical engineering, geology, or related technical discipline.
  • At least 8 years' of business development, client development, capture, account management, or consultative sales experience.
  • Minimum 5 years' experience selling environmental services, geotechnical and civil engineering, construction management, or comparable AEC professional services to energy sector clients, with demonstrated experience selling to regulated utilities.
  • Working knowledge of electric utilities and their business ecosystem, including regulatory drivers, procurement practices, operational priorities, and capital programs.
  • Proven success in creating: capture plans, client value propositions, win themes proposals, and pursuit strategies.
  • Effective proposal writing and editing skills, including the ability to turn technical information into persuasive client-focused content.
  • Strong analytical, organization, and communication skills including experience with budget development and managing multidisciplinary teams on proposal development.
  • Experience with CRM systems such as Salesforce or Deltek Vantagepoint, including pipeline management, activity tracking, and forecasting.
  • Ability to travel for client meetings, industry events, and internal collaboration.

Preferred Skills:

  • Established relationships within investor-owned utilities, public power agencies, electric cooperatives, and gas utilities.
  • Master's degree in a relevant discipline.
  • Prior involvement in industry events or professional organizations focused on energy, environmental compliance, or AEC services.

The salary range for this position Nationwide is 125,000 - 175,000 annually. Actual compensation will be based upon a variety of factors such as location, education, related work experience, certificates, skills, and current market conditions. Haley & Aldrich reviews salary ranges each quarter to assess competitiveness with the market. This role is eligible to participate in the company's performance-based bonus program. This bonus program is based on overall company performance and the results achieved compared to peers.

About Haley & Aldrich 

Haley & Aldrich is committed to solving our clients' most meaningful challenges in the built and natural environments. Our team of 1,000+ engineers and scientists across the United States draws inspiration from one mission: to work closely with clients as they navigate change to create safer, more robust places to live and work. Since our founding in 1957, organizations across the public and private sectors have relied on us for technical excellence and empathetic leadership that achieve results and secure a thriving tomorrow. Find us at haleyaldrich.com and LinkedIn.

Haley & Aldrich is an equal opportunity employer. All qualified applications will receive consideration for employment without regard to gender, race, age, disability, veteran, or any other legally protected status. We offer excellent career growth, a highly competitive total compensation plan, and a solid benefits package. Interested candidates should apply on our Careers page.

Note to external search firms: Haley & Aldrich does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Please do not send resumes to Haley & Aldrich employees. Please work through a Talent Acquisition Manager.

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