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Insurance Client Success Manager Jobs in Louisiana

Account Manager - Remote | 100% Commission Build Client Relationships. Drive Retention. Earn ... Collaborate with internal teams to support client success and retention What You'll Get: * 100 ...

General manager

Bossier City, LA · On-site

$68K - $90K/yr

The Estimator plays a pivotal role in the success of the customer's experience by ensuring they are ... with all insurance client requirements, processes and metrics Ensure compliance with all WOW ...

General manager

Bossier City, LA · On-site

$68 - $90/hr

The Estimator plays a pivotal role in the success of the customer's experience by ensuring they are ... Ensure compliance with all insurance client requirements, processes and metrics * Ensure compliance ...

New

General manager

Bossier City, LA · On-site

$68K - $90K/yr

The Estimator plays a pivotal role in the success of the customer's experience by ensuring they are ... Ensure compliance with all insurance client requirements, processes and metrics * Ensure compliance ...

Showing results 21-40

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:

Director, Client Success

Selerix Systems, Inc.

New Orleans, LA • On-site

$140 - $190/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Key responsibilities

  • Coach managers on management practices, including 1:1s, feedback, accountability, and team development.

  • Build and maintain processes, systems, and standards to ensure scalable delivery and a high-quality client experience across the client lifecycle.

  • Own the client success metrics, including retention, renewal, expansion signals, and client health scoring, and report on performance.


Job description

Job Title: Director, Client Success — BenAdmin
Department: Client Success
Reports To: Vice President, Client Success
Location: Plano, TX | Columbia, SC | Indianapolis, IN | New Orleans, LA | Remote

Job Summary

The Director, Client Success — BenAdmin leads the BenAdmin Client Success function, owning retention, lifecycle delivery quality, and client satisfaction across Selerix's core BenAdmin portfolio. This role is accountable for building and developing the management layer of the BenAdmin CS team, establishing the operating systems and playbooks that make delivery scalable, and ensuring that the BenAdmin CSM team functions as the effective relationship quarterback for the full client experience, including coordination with ACA, System Configuration, Data Services, and the Benefits Support Center.

This role also plays a central part in ensuring that Diversified Services offerings — Engage adoption, FSA/HSA, and COBRA awareness — are systematically embedded in the BenAdmin client touch point framework as a growth channel for those product lines.

Key Responsibilities
  • Coach direct report managers on the practice of management, including 1:1s, feedback, accountability, performance conversations, and team development.
  • Build succession depth for all key management roles so the function is not dependent on any single manager.
  • Own the hiring standard for the function, ensuring every new hire has a structured onboarding plan with clear 30/60/90-day milestones.
  • Hold managers accountable for the performance of their teams and the quality of the management practices that produced those results.
  • Own the operating cadence of the function, including team meetings, leadership meetings, cross-functional check-ins, and performance review cycles.
  • Build processes and systems that allow the function to scale, reducing reliance on individual heroics or tribal knowledge.
  • Own the standard for BenAdmin client experience across the full lifecycle, from implementation handshake through renewal and expansion.
  • Build and maintain the BenAdmin client lifecycle playbook to reflect best-in-class delivery.
  • Own the integrity of the BenAdmin CSM quarterback model, ensuring CSMs function as the unified relationship owner for clients with multiple Selerix services.
  • Establish the standard touch point framework that ensures COBRA, FSA/HSA, and Engage are systematically introduced to BenAdmin clients.
  • Own the BenAdmin function's contribution to gross and net revenue retention, tracking and reporting performance monthly.
  • Build the renewal management standard, ensuring every manager holds their team to 120-day advance renewal preparation and accurate forecasting.
  • Identify and surface systemic expansion signals across the BenAdmin portfolio, partnering with Sales on commercial follow-up.
  • Build or evolve client health scoring for the BenAdmin portfolio, moving the function toward a systematic early warning model.
  • Coordinate with Shared Services on task routing to preserve CSM capacity for relationship and strategy work.
  • Operate as a First Team member, prioritizing the success of the broader leadership team alongside functional advocacy.
  • Build peer relationships with the Director, Client Success — ACA to ensure consistent team norms and coordinated client experiences.
Qualifications
  • 5+ years in progressively senior leadership roles, with at least 2 years leading managers or managing a multi-team function.
  • Demonstrated track record of building a high-performing CS function, not just inheriting or maintaining one.
  • Deep experience in benefits administration, HR technology, or SaaS client success, sufficient to set the quality standard and develop managers in the work.
  • Experience managing cross-functional complexity across System Configuration, Data Services, ACA, and Benefits Support Center.
  • Experience using data to manage a function and communicate function health to executive stakeholders.
  • Strong management development skills, with the ability to coach managers rather than manage individual contributors.
  • Data fluency, with comfort using metrics to diagnose problems, make decisions, and communicate with executive leadership.
  • Cross-functional credibility and the ability to build peer relationships and drive outcomes across multiple functions.
  • Executive communication skills, with the ability to distill complex functional realities clearly for VP and C-suite audiences.
  • Familiarity with ACA compliance a plus.
  • Experience with HubSpot, Monday.com, and TrakStar a plus.
  • Experience building or evolving a client health scoring model a plus.
  • Bachelor's degree or equivalent experience.

Must be eligible for US employment

Benefits
  • Medical, Dental and Vision insurance
  • 4 weeks paid time off (PTO)
  • 9 paid holidays
  • Tuition Reimbursement
  • 401K (with match)
  • Basic Life
  • Long-Term Disability
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