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Insurance Client Success Manager Jobs in Massachusetts

New Perspective

Client Success Manager

Worcester, MA · On-site +1

$70K - $80K/yr

Client Success Managers (CSM) will provide a lead role for client project coordination including ... Medical, dental, and vision insurance. * 401(k) with a company match. * Generous PTO policy with ...

New Perspective

Client Success Manager

Worcester, MA · Remote

$70K - $80K/yr

Client Success Managers (CSM) will provide a lead role for client project coordination including ... Medical, dental, and vision insurance. * 401(k) with a company match. * Generous PTO policy with ...

ADRM Careers

Client Success Manager

Woburn, MA · On-site

$95K - $125K/yr

The Client Success Manager will work cross-functionally across Managed Services, Design ... ADRM covers 100% of health, dental, and vision insurance premiums for team members and their ...

Salem Surround

Client Success Manager

Quincy, MA · On-site

Overview Salem Media Boston is seeking a highly motivated, detail-oriented Client Success Manager ... Health, dental, vision and life insurance * 401k retirement plan * Paid holidays and vacation time ...

Inmar

Client Success Manager, Media

Boston, MA · On-site

The Client Success Manager (CSM) serves as the primary day-to-day contact and relationship owner ... Medical, Dental, and Vision insurance * Basic and Supplemental Life Insurance options * 401(k) ...

New

Flywire

Enterprise Client Success Manager

Boston, MA · Hybrid

$85K - $95K/yr

Flywire is looking for an Enterprise Client Success Manager to own and grow relationships with our most strategic travel clients. You'll sit at the intersection of sales, operations, and product ...

Flywire

Enterprise Client Success Manager

Boston, MA · On-site

$85K - $95K/yr

Flywire is looking for an Enterprise Client Success Manager to own and grow relationships with our most strategic travel clients. You'll sit at the intersection of sales, operations, and product ...

Flywire

Enterprise Client Success Manager

Boston, MA · Hybrid

Flywire is looking for an Enterprise Client Success Manager to own and grow relationships with our most strategic travel clients. You'll sit at the intersection of sales, operations, and product ...

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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 are Insurance Client Success Managers?

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, and why are they important?

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 Massachusetts? For Insurance Client Success Manager jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Massachusetts look for? The top searched job categories for Insurance Client Success Manager jobs in Massachusetts are:
What cities in Massachusetts are hiring for Insurance Client Success Manager jobs? Cities in Massachusetts with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Client Success Manager

New Perspective

Worcester, MA • On-site, Remote

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

New Perspective Senior Living rating

5.5

Company rating: 5.5 out of 10

Based on 56 frontline employees who took The Breakroom Quiz

165th of 239 rated social care providers

Job description

Are you passionate about helping B2B companies thrive through innovative marketing strategies? At New Perspective, we're on a mission to deliver strategic, data-driven solutions that help our clients grow and succeed. We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced environment, this could be the perfect opportunity for you.
Summary:
Reporting to the Director of Client Success, Client Success Manager will provide a leading role for most aspects of strategic planning. CSMs will serve as the primary point of contact for all client communication, ensuring that clients are kept up to date on projects and campaign activity and have perceptions of project/campaign progress properly managed. Client Success Managers (CSM) will provide a lead role for client project coordination including internal and external resources, reporting on progress, and achieving client goals. CSMs lead relationships and achievements with important clients.
Your responsibilities include:
  • Strategic Planning and Execution:
    • Develop and manage marketing strategies across multiple channels, including SEO, paid search, email, and content marketing.
    • Plan and execute marketing campaigns, aligning deliverables with client goals over 6-12 month periods.
    • Analyze performance data, draw actionable insights, and present them in client-friendly reports.
  • Client Relationship Management:
    • Build trust and act as the voice of the customer, advocating for client needs while maintaining strong internal alignment.
    • Lead onboarding processes for new clients, ensuring a smooth and productive start to the partnership.
    • Guide strategic conversations with stakeholders at the director level and above.
  • Collaboration and Problem-Solving:
    • Work closely with internal teams to coordinate project timelines, manage priorities, and ensure successful delivery.
    • Solve client challenges by aligning strategies with their goals and addressing opportunities for growth.
    • Identify and pursue upsell or cross-sell opportunities to help clients achieve their broader business objectives.
What You Bring
To excel in this role, you'll need:
  • Experience:
    • 4+ years in a client-facing role, ideally in a marketing agency or a similar environment.
    • Hands-on expertise with HubSpot (Marketing Hub required; Sales Hub a plus) and tools like Google Analytics.
    • Broad knowledge of digital marketing, including SEO, PPC, content, and email marketing.
  • Skills:
    • Ability to analyze and interpret performance data, delivering actionable insights to clients.
    • Exceptional organizational skills with a talent for managing deadlines and priorities.
    • Confidence in leading strategic conversations and conducting workshops with clients.
    • Adaptability in dynamic environments and a proactive approach to problem-solving.
  • Alignment with Our Values:
    • You're collaborative, innovative, and driven to deliver outstanding results.
    • You embody New Perspective's core values of integrity, client-focus, and continuous improvement.
What You'll Love About Working Here
  • Impactful Work: Drive measurable results and help clients achieve their goals.
  • Collaborative Team: Partner with supportive, experienced colleagues who value your input and expertise.
  • Professional Growth: Access opportunities for skill development and career advancement.
  • Building and giving presentations
  • Building strategic digital marketing game plans for clients
  • Listening and translating client feedback into actionable next steps
  • Working alongside subject matter experts to deliver work that you're proud of

Benefits & Perks
  • Competitive salary: $70K-$80K base with performance-based commissions and bonuses.
  • Comprehensive benefits:
    • Medical, dental, and vision insurance.
    • 401(k) with a company match.
    • Generous PTO policy with growth to unlimited PTO.

    Additional perks:
    • Flexible, remote-friendly work environment.
    • Gym reimbursement and wellness programs.

Geography
This position is remote. Candidates must live in the Eastern or Central USA time zones.
New Perspective is headquartered in Worcester, MA

What New Perspective Senior Living employees say

Pay

Benefits

Hours and flexibility

Workplace

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About New Perspective Senior Living

Sourced by ZipRecruiter

New Perspective Senior Living, based in Eden Prairie, MN, US, is a leading company that offers superior senior living options. Since its founding in 1998, New Perspective has been dedicated to providing a unique and personalized experience to meet the needs of seniors across their communities. The company operates in the healthcare industry, offering high-quality senior housing and services including Independent Living, Assisted Living, Memory Care, and Vibrant Living services. The purpose that drives the company's efforts is their philosophy of living life with a ‘new perspective’, which influences their core values and mission – ‘to put people before tasks and demonstrate this by aiding in the maintenance of dignity and independence of the seniors they serve.’

Industry

Health care and social assistance

Company size

1,001 - 5,000 Employees

Headquarters location

MINNETONKA, MN, US

Year founded

1998

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