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Insurance Client Success Manager Jobs in Louisiana

Technical Client Success Manager Aldridge is a forward-thinking organization dedicated to delivering innovative technology solutions and exceptional service to our clients. We are looking for a ...

... relationship management. This role is ideal for someone who enjoys helping others, is detail ... with the client success team Qualifications Strong communication and interpersonal skills ...

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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 are popular job titles related to Insurance Client Success Manager jobs in Louisiana?

For Insurance Client Success Manager jobs in Louisiana, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Louisiana look for?

The top searched job categories for Insurance Client Success Manager jobs in Louisiana are:

What cities in Louisiana are hiring for Insurance Client Success Manager jobs?

Cities in Louisiana with the most Insurance Client Success Manager job openings:

Client Success Manager

Capital City Press

New Orleans, LA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago


Key responsibilities

  • Manage key advertising partners' accounts on a daily basis to ensure client deliverables are achieved.

  • Coordinate onboarding and launching of new customers to set up campaigns correctly and meet expectations.

  • Create and share ongoing digital campaign reporting and optimize campaign strategies based on data.


Job description


TitleClient Success Manager
DepartmentAdvertising (Display and Classified)
Reports toDirector of Advertising Operations
Position Location: Hybrid position based in Baton Rouge, LA or New Orleans, LA

General Summary of Position: The Client Success Manager (CSM) is responsible for supporting outside sales representatives by managing key advertising partners’ accounts on a daily basis. This role ensures a smooth transition from sale to execution and reporting. This role coordinates the onboarding and launching of new customers and is responsible for ensuring client deliverables are achieved in accordance with their business goals and objectives.. The CSM is client-facing should display a deep understanding of the clients’ business and vertical and make ongoing strategy recommendations. A successful CSM will increase client retention through strong customer service, sound strategy and marketing consult and detailed client reporting.

Primary Responsibilities and Essential Duties

  • Communicate daily with key advertising clients, primarily via email, phone and virtual Microsoft Teams meetings
  • Assists customers by providing information and advice on advertising campaigns and options.
  • Research accounts’ businesses and their business verticals to deeply understand latest marketing trends and other pertinent information needed to consult clients in marketing.
  • Schedule and facilitate onboarding of new customers to ensure campaigns are set up correctly and that client expectations will be met.
  • Coordinate with sales representatives on scheduling of campaigns to ensure maximum ROI
  • Communicate with digital marketing vendor partners to place digital marketing campaigns
  • Create data driven optimizations of campaign strategy. 
  • Check to ensure proper delivery of all ads to promote client satisfaction and retention.
  • Create and share ongoing digital campaign reporting for clients.
  • Ensure proper setups of all campaign tracking technologies and code.
  • Meet with partner sales reps weekly to review pending deliverables and overall account health of customers.
  • Performs all other job-related duties as assigned.

Education, Experience and Knowledge Requirements:

  • 1-2 years of sales support and/or digital marketing experience 
  • Previous experience in a media company and/or marketing agency preferred
  • Considerable knowledge of math, computer, Microsoft Office Suite and basic office equipment.

Skill Requirements

  • Attention to detail
  • Skilled in Microsoft Office and other basic office programs
  • Interpersonal skills, demonstrating the ability to work with internal and external customers effectively
  • Communication, presentation and organizational skills; talking to others to convey information effectively. 
  • Strong time management and ability to multi-task

Ability Requirements

  • Ability to self motive and work independently, without supervision.
  • Ability to make accurate and timely decisions in a deadline-driven environment
  • Ability to manage multiple priorities and deadlines
  • Ability to work effectively with coworkers and others
  • Ability to minimize errors with attention to detail
  • Ability to balance reports

Physical Requirements (sensory acuity; coordination, dexterity and strength):

  • The job requires the following demands daily: sitting, hear normal conversations and speak clearly so someone else can understand what you say. 
  • The job requires the following physical demands daily: finger dexterity, sitting, walking, and rapid working speed. 
  • The job requires the following physical demands more than once or twice a week: Repetitive motion.

Work Environment:

  • Moderate noises (business office with computer and printers, light traffic)
  • Interacts with other


The Advocate is an equal employment opportunity employer, committed to recruiting, developing, and promoting a diverse workforce while providing unique opportunities and career paths for our employees. We encourage applicants of all backgrounds and experience levels to apply.  

Salary: Commensurate with experience

Benefits: Medical, dental, vision, Life, Short Term Disability (STD), Long Term Disability (LTD), Paternity Leave, PTO and 401k Retirement Savings company match.