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Insurance Client Success Manager Jobs in Maryland

T Rowe Price

Client Success Manager

Owings Mills, MD · Hybrid

  • Retirement

Role Summary The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to ...

SOCSOTER INC

Senior Client Success Manager

Hagerstown, MD · On-site

$65K - $110K/yr

The Senior Client Success Manager is a strategic leadership role responsible for owning high-value client relationships while also managing internal SOCSoter sales and process team members. This role ...

NTT Ltd.

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As part of the regional and Global Client Success Management practice, you will adopt standard ... Company benefits may include medical, dental, and vision insurance, flexible spending or health ...

New

Moore DM Group LLC

Manager, Client Success

Lanham, MD · On-site

$65K - $75K/yr

  • Medical

  • PTO

Description The Manager, Client Success, is responsible for supporting the successful delivery of client programs and initiatives by coordinating projects, managing accounting activities, and ...

Moore

Manager, Client Success

Lanham, MD · On-site

  • Medical

  • PTO

... to client satisfaction, account growth, operational efficiency, and the overall success of Moore's mission. Moore is a data-driven constituent experience management (CXM) company achieving ...

Huntington

Sr. Client Success Manager - Payments

Hagerstown, MD · On-site +1

$93K - $189K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Proven success managing large or complex accounts. * Demonstrated ability to sell the spectrum of ... insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO)

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

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

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

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

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

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

Insurance Client Success Manager jobs near you

Client Success Manager

T Rowe Price

Owings Mills, MD • Hybrid

Full-time

Retirement

Re-posted 16 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The advice provided encompasses a broad range of topics, including retirement and investment planning, budgeting, saving, and spending analysis, and Social Security claiming strategies. The role also contributes to program enhancements by maintaining current knowledge of new investment advice capabilities, financial planning tools, and financial education resources. The incumbent provides ongoing support to advisors during financial plan updates and offers continuous training and coaching on investment and financial planning via our software platform.

Responsibilities

  • Supports the development of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients. Advice provided includes, but is not limited to, retirement planning, investment planning, budgeting, saving and spending analysis and Social Security claiming strategies.
  • Provides support to advisors when they update financial plans. This planner continually supports the Advisor clients with investment and financial planning related training and coaching through our software platform.
  • Work with business partners in Legal and Compliance, Oversight, Brokerage Operations, MultiAsset and Product Management as needed to provide greater depth and breadth to the financial advice we provide our clients and help client facing associates better navigate client conversations about a various of complex financial planning topics.
  • Contributes suggestions for program enhancements, ensures up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning and financial education. Identifies areas for improvements, evaluates existing policy, and partners with peers and management to offer suggestions for change.
  • Proactively consults on a range of client relationships, listens for cues on needs, and ensures continued satisfaction and retention. Advises clients on best practices, organizational solutions, and regulatory changes.
  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND -5+ years of total relevant work experience
  • Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines
  • Leads projects or work streams within broader projects
  • Accountable for work of self and sometimes others, provides process and standards advice in area of specialty
  • Works independently, receives minimal guidance
  • Acts as a resource for colleagues with less experience

Preferred:

  • FINRA Series 7 & 66 & Chartered Retirement Planning Counselor Designation.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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