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Insurance Client Success Manager Jobs in Minnesota

... by the client that can be leveraged for renewals and business growth discussions. * Identify ... to manage them differently * Experience with Totango or other customer success platforms MIN: 90K ...

Technical Success Manager

Rochester, MN ยท On-site

$127K - $185K/yr

The Technical Success Manager will establish and lead all data-related aspects of the Accelerate ... Requires strong relationship skills and the ability to manage several client accounts ...

The Technical Success Manager will establish and lead all data-related aspects of the Accelerate ... Requires strong relationship skills and the ability to manage several client accounts ...

You will report to the Regional Manager, Customer Success and be responsible for complementing Okta ... vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental ...

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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.
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What job categories do people searching Insurance Client Success Manager jobs in Minnesota look for? The top searched job categories for Insurance Client Success Manager jobs in Minnesota are:
What cities in Minnesota are hiring for Insurance Client Success Manager jobs? Cities in Minnesota with the most Insurance Client Success Manager job openings:

Vice President, Client Success

Visante Consulting LLC

Saint Paul, MN โ€ข On-site

Full-time

Posted 29 days ago


Job description

Description:

ABOUT VISANTE

We are relentless in solving the most complex challenges in health system pharmacyโ€”designing pharmacy footprints that meet our clients where they are today and position them to win tomorrow. Our work delivers measurable financial gains, operational excellence, and an elevated patient experience.

We set ambitious goals, move with urgency, and create extraordinary value. Obsessed with client impact, we thrive in a collaborative, innovative culture where deep expertise turns insight into action. Weโ€™re proud of the results we deliver and the trust we earnโ€”fueling sustained growth and exceptional client satisfaction.


Our mission is to transform healthcare through pharmacy, and our vision is to reimagine pharmacy to improve lives.


ABOUT THE POSITION

The Vice President, Client Success is a senior leader and trusted advisor responsible for managing and expanding complex, high-value partnerships within the hospital and health system sector. This role focuses on developing strategic relationships with C-suite executives, driving business growth, and ensuring the successful execution of managed services or similar partnerships. The Vice President leverages subject matter expertise to align Visanteโ€™s innovative solutions with client goals and deliver measurable, sustainable outcomes.

Principle Duties and Responsibilities

Partnership Sales

  • Partner with Sales, Analytics, and Executive Sponsors to support and expand new business and partnership opportunities.
  • Contribute to the development and financial modeling of managed service proposals and partnership structures.
  • Lead the creation of compelling RFP/RFI responses in collaboration with a cross-functional team.
  • Support client presentations, on-site pitches, and contract negotiations.
  • Serve as the liaison between Sales and Implementation to ensure seamless transition and launch of new engagements.

Partnership Execution

  • Define with input from client services and field operations, the execution roadmap for each client engagement.
  • Collaborate with internal project teams to set expectations and manage communications both internally and externally.
  • Establish meeting cadence and structure for both internal teams and client stakeholders to support transparency and alignment.
  • Ensure timely and accurate response to client requests, fostering high levels of satisfaction and trust.
  • Oversee the development and QA of client-facing reports, including financial and performance KPIs with cross-functional teams.
  • Address and resolve client issues with strategic, solution-oriented approaches.
  • Monitor engagement performance, track outcomes, and recommend adjustments to enhance results.
  • Accountability for project financial performance to budget and proforma, including revenue targets and managing project cost to budget.
  • Communicate financial trends and outcomes to client executives with clear, actionable insights.
  • Escalate issues when necessary to project senior leadership.

Executive Relationship Building and Business Development

  • Build and maintain trusted relationships with hospital and health system executives, serving as the primary point of contact.
  • Oversee the overall success of long-term engagements across multiple service lines and client sites.
  • Lead renewal efforts and ensure client satisfaction through delivery of measurable value.
  • Develop high-quality proposals, scopes of work, and executive-level presentations.
  • Represent Visante through thought leadership activities, including publications and speaking engagements.
  • Secure executive support for client references and co-branded marketing.
  • Identify and pursue opportunities to expand services within existing accounts.

Quality Assurance

  • Establish and uphold quality standards to ensure excellence across all client deliverables.
  • Partner with analytics to systematically update proforma updates.

Team Leadership

  • Provide oversight for managed services team members while possessing the requisite subject matter expertise to effectively communicate internally with teams and externally with clients in areas such as: specialty and retail pharmacy strategy and operations, consolidated service centers, prior authorization services and hub models, specialty pharmacy workflows and accreditation, pharmacy benefit management, 340B optimization, ambulatory and home infusion strategies, and pharmacy revenue cycle and supply chain optimization.
Requirements:

Education

Required: Bachelorโ€™s degree in pharmacy, PharmD, or a relevant masterโ€™s degree such as an MHA, MBA (Healthcare or Strategy), or MPH.

Preferred: Masterโ€™s Degree. Successful completion of an ASHP Health System Pharmacy Administration and Leadership residency program.

Experience

Required: 5 years of progressive experience as a healthcare executive, health system pharmacy leadership, or in healthcare consulting.

Preferred: Experience with health system pharmacy or pharmacy consulting.



Special Skills:

  • Exceptional Client Relationship Management: Strong interpersonal skills with emotional intelligence, fostering long-term relationships and trust.
  • Team Leadership & Motivation: Proven success in inspiring and motivating matrixed teams to achieve outstanding results.
  • Strategic Thinker: Ability to influence perspectives, develop innovative solutions, and drive business growth.
  • Collaborative & Cross-functional: Highly collaborative, with a strong team orientation and adept at navigating complex, dynamic environments.
  • Problem Solving Expertise: Skilled in diagnosing complex challenges and implementing creative, analytical solutions.
  • Effective Communication: Outstanding verbal and written communication skills, including presenting complex ideas to senior executives.
  • Project Management: Able to prioritize competing demands, manage multiple projects, and deliver high-quality results on time.
  • Technical Proficiency: Proficient in MS Word, Outlook, PowerPoint, and Excel.
  • Willingness to Travel: Comfortable with domestic travel as required.

Compensation and Benefits: We offer competitive salary and benefits for this full-time salaried role.


Equal Opportunity Statement: Visante is an equal opportunity employer. Visanteโ€™s people are its greatest asset and provide the resources that have made the company what it is today. Visante is, therefore, committed to maintaining an environment free of discrimination, harassment, and violence. This means there can be no deference because of age, religion or creed, gender, gender identity or expression, race, color, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable laws and regulations