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Insurance Client Success Manager Jobs in Massachusetts

Inmar

Client Success Manager, Media

Boston, MA

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) ...

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

$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

$85 - $95/hr

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 ...

Smithers Group

Client Success Specialist

Wareham, MA · On-site

$31 - $41/hr

Client Relationship Management * Serve as the primary relationship owner for an assigned portfolio ... insurance; employee assistance and legal plans; pet insurance; participation in the Company ...

Smithers

Client Success Specialist

Wareham, MA · On-site

$31 - $41/hr

Client Relationship Management * Serve as the primary relationship owner for an assigned portfolio ... insurance; employee assistance and legal plans; pet insurance; participation in the Company ...

Zelis

Client Success Director

Boston, MA · Hybrid

Strong financial and operational management skills. * Ability to drive strategic initiatives and ... life and disability insurance, and health benefits including medical, dental, vision, and ...

ACS Services, Inc.

Client Success Associate

Brockton, MA · On-site

$60 - $80/hr

The Client Success Associate is responsible for driving client value realization, retention, and ... Client risk is identified early and managed intentionally How this is measured * Client retention ...

New

CORA

Client Success Lead

Boston, MA · On-site

$60 - $100/hr

The Client Success Lead is the face of CORA to the borrowers and lenders they serve: on site, on ... This role manages the analysis of existing and prospective borrowers' financial reports and ...

NGE Sports

Customer Success Manager

Boston, MA · On-site

$90 - $140/hr

... client implementations within the financial services sector, including banking, insurance, and ... The Customer Success Manager will act as a trusted advisor to senior stakeholders, performing ...

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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 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 (Compliance)

Resource Innovations

Boston, MA • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

Resource Innovations is seeking an/a Client Success Manager (Compliance) to join our growing team in Boston, MA. We are seeking a highly skilled and motivated Client Success Manager (Compliance) with a strong background in data analysis and client coordination to join our dynamic team. As an/a Client Success Manager (Compliance) you will build strong client relationships, lead compliance-focused program reviews, analyze data to identify trends, risks, and improvement opportunities, manage project deliverables, and present actionable recommendations to clients and key stakeholders.
Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.
Duties and Responsibilities
  • Serves as the primary client relationship lead for compliance initiatives, building trusted partnerships and ensuring client objectives are achieved.
  • Reviews compliance dashboards, program data, and operational metrics to identify trends, risks, and opportunities for program improvement.
  • Develops and manages project plans, tracks deliverables, and coordinates stakeholders to ensure initiatives and action items are completed on schedule.
  • Presents compliance reviews, key findings, and strategic recommendations to clients and cross-functional stakeholders.
  • Analyzes program performance data and compliance findings to recommend process improvements that enhance customer experience, operational efficiency, and program integrity.
  • Balances multiple client priorities and facilitates collaboration across internal teams and external partners to drive successful program outcomes and continuous improvement.
  • Other duties as assigned.

Requirements
  • 3+ years of experience in client success, account management, project management, program management, consulting, or a related client-facing role.
  • Experience managing project plans, tracking deliverables, and coordinating multiple stakeholders across concurrent initiatives.
  • Experience analyzing business, operational, compliance, or program data to identify trends and develop actionable recommendations.
  • Experience developing and delivering presentations to clients, leadership teams, and large stakeholder groups.
  • Demonstrated ability to manage multiple priorities and deadlines while maintaining exceptional client service.
  • Interest in sustainability and passionate about making a meaningful impact on the environment.

Preferred skills, education and experience
  • Experience supporting utility, energy efficiency, clean energy, rebate, or compliance programs.
  • Experience using Power BI or similar tools to review dashboards and interpret data-driven insights.
  • Experience facilitating client-facing meetings and presenting analytical findings and recommendations to executive and cross-functional audiences.
  • Experience developing executive-level PowerPoint presentations, business reviews, and strategic recommendations.Bachelor's degree in Business, Project Management, Analytics, Environmental Studies, Public Policy, Communications, or a related field.

Benefits
About Resource Innovations
Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.
Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.
Compensation & Benefits
Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is $55,000- $75,300. In addition to base pay, employees may be eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location.
At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes three weeks of paid vacation annually, paid holidays, a 401(k)-retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.
Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.
The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.
Resource Innovations logo

About Resource Innovations

Sourced by ZipRecruiter

Resource Innovations is a women-led organization offering software-enabled clean energy solutions for utilities as well as commercial, industrial, and residential energy customers. Our experts design and implement a suite of leading-edge services to support the rapidly changing industry through the clean energy transition. We leverage diversity across our team to accelerate energy innovation and make clean and sustainable energy more available, accessible, and affordable.

Industry

Environmental consulting services

Company size

51 - 200 Employees

Headquarters location

Half Moon Bay, CA, US

Year founded

2016

Social media

Twitter

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