1

Insurance Client Success Manager Jobs in Maryland

You serve as a trusted advisor, ensuring client value, satisfaction, and sustained success with ... Quality Managers, ensuring full utilization of Medisolv's solutions. • Leverage commercial ...

New

Its all-in-one quality management platform, ENCOR, helps healthcare organizations advance patient ... You serve as a trusted advisor, ensuring client value, satisfaction, and sustained success with ...

Be Seen First

Manage and coordinate active calendars in a fast-moving environment * Schedule, confirm, and ... success Fast-paced, high-energy team environment Opportunity to build a long-term career with ...

Customer Success Manager (MSP / Technology Services) Position Summary We are seeking a highly ... Key Responsibilities Client Relationship Management * Serve as the primary point of contact for ...

Showing results 21-40

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:

Associate, Client Success

Montage Marketing Group LLC

Rockville, MD • On-site

$70K - $80K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


Job description

Client Success Associate

Montage Marketing Group is seeking a Client Success Associate to support client-facing projects, strengthen stakeholder relationships, and help deliver high-quality work that advances client and agency goals. This role is ideal for a mid-career professional with experience in consulting, client service, project management, event coordination, or contracting environments who thrives in fast-paced, detail-oriented settings and can balance multiple priorities while maintaining strong communication and professionalism.

The Client Success Associate partners with project leads, internal teams, and client stakeholders to keep work moving forward, maintain accurate project systems and documentation, support onboarding and close-out activities, and contribute to a consistently strong client experience. This person brings sound judgment, adaptability, initiative, and a commitment to operational excellence.

This is a full-time, exempt position working a hybrid schedule at Montage's Rockville, MD office and the employee's home office. The anticipated annual salary for this position starts at $70,000 - $80,000.

Stakeholder Management and Client Communications
  • Working alongside a team, leverage project management best practices to advance and elevate client projects and key deliverables.
  • Demonstrate diplomacy, respect, sound judgement, and a strong focus on the client experience through professional written and verbal communication.
  • Exercise effective time management and project planning skills to ensure client communications and project deliverables are on-time and of highest quality.
  • Identify opportunities to influence key stakeholders and cross-functional project teams in service of optimal project outcomes.
  • Demonstrate active and intentional listening to deliver key messaging to various audiences.
  • Develop solutions that support forward project momentum while upholding Montage standards and applying strong business judgment.
  • Capture meeting notes, synthesize information, and communicate next steps clearly.
  • Tailor communication style, tone, and format to the audience and situation.
  • Demonstrate strong responsiveness and follow-up practices across email, meetings, and project communications.
Project Management & Operational Execution
  • Apply proven and effective full-cycle project management practices across onboarding, close-out, scheduling, documentation, monitoring, and follow-through.
  • Manage multiple assignments and balance internal responsibilities with client deliverables.
  • Exercise strong attention to detail and accuracy in project records, timesheets, expense reports, and system updates.
  • Effectively navigate ambiguous or unclear situations to continually advance projects.
  • As needed, support on-site activations during non-traditional office hours and varying event environments.
Business Acumen & Analytical Thinking
  • Demonstrate a strong understanding of client environments and apply that context to project recommendations and deliverables.
  • Identify risks, constraints, and practical solutions in dynamic project settings.
  • Support utilization goals, resource awareness, and delivery quality.
  • Exercise sound judgment and problem-solving skills in high-stakes or continually changing situations.
Required Qualifications
  • 3-5 years of experience in a client-facing, professional services environment.
  • Professional experience within project management, event coordination, marketing/advertising/PR, consulting, or government contracting environments.
  • Strong listening, written, and verbal communication skills.
  • Demonstrated learning mindset, focused on accepting and applying feedback for continued professional growth.
  • Proven ability to adapt to quickly changing circumstances while preserving the client experience.
  • Commitment to accountability, continuous improvement, and professional representation of the organization.
  • Experience coordinating multiple stakeholders, timelines, and deliverables in deadline-driven environments.
  • Strong judgement, professionalism, negotiation and problem-solving skills.
  • Ability to obtain Public Trust suitability with the federal government.
  • Located within a commutable distance to offices in Rockville, MD.
Preferred Qualifications
  • Bachelor's degree in business, communications, marketing, event management, hospitality management, or a related field preferred.
  • Experience planning, coordinating, and facilitating in-person and virtual events.
  • Professional background in healthcare, environment, technology, or transportation industries.
  • Project Management Professional (PMP), Certified Meeting Professional (CMP), or Certified Special Events Professional (CSEP) credential(s).
  • Familiarity with project management and collaboration tools such as Box, CRM systems, Wrike, SharePoint, Unanet, or similar.
About Montage Marketing Group

Montage Marketing Group is an award-winning marketing firm focused on making connections—and making a difference. Our people are innovators and co-creators, visionaries, and hard-working change makers. Our purpose is to make connections with people, to get them to stop and think, to feel and act. Proven experts in engagement, outreach, communication, event planning, and experiential design, we're a third party-certified woman business enterprise, and a member of the US Small Business Administration's 8(a) program.

Why Montage?

Because we're a caring team of collaborative creatives—people who care as deeply about each other as we do about our work. We know that true teamwork happens only when each person's voice is valued, each one's contribution is celebrated, and success is always shared. We encourage each team member to realize their full potential. And we invite people to make our agency their pathway to fulfillment.

Montage Marketing Group is an E-Verify company and a Drug-Free Workplace.

Benefits
  • Medical
  • Dental
  • Vision
  • 401K Retirement with match
  • Paid Time Off (PTO)
  • Paid Holidays
  • Paid Parental Leave for Birthing & Non-Birthing Parents
  • Paid Jury Duty, Bereavement Leave
  • Short-Term & Long-Term Disability Insurance
  • Group Term Life Insurance
  • Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • Accident Insurance
  • Critical Illness Insurance
  • Cancer Insurance
  • Hospital Indemnity Insurance
  • LegalShield
  • IDShield
  • FinFit Financial Wellness Program
  • Working Advantage Discount Program