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Insurance Client Success Manager Jobs in Missouri

Cure8

Client Success Manager

California, MO · On-site

Client Success Manager (CSM) Location: LA (Onsite) About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

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Client Success Manager

Kansas City, MO · On-site

Client Success Manager The Client Success Manager is a critical role supporting the growth and success of the organization. This position is responsible for planning and executing service pickups, as ...

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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 Missouri?

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

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

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

Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in Missouri as of September 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 9% Hybrid, and 21% Remote job distribution.

Client Success Manager

California, MO • On-site

Cure8
IT Services • 11 - 50 employees
Learn more about Cure8external

Other

Posted 13 days ago

Job description

Position: Client Success Manager (CSM)

Location: LA (Onsite)

About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution, and multi-state operators. Our services include POS, inventory, compliance, cybersecurity, cloud, and security solutions. We provide reliable, secure technology solutions tailored to your cannabis business.

Job Description: A Client Success Manager (CSM) is responsible for building strong client relationships, ensuring successful product/service adoption, reducing churn, and identifying opportunities for account growth.

Key Job Roles & Responsibilities
  • Manage relationships with assigned US clients and serve as their primary point of contact.
  • Understand client goals, challenges, expectations, and business needs.
  • Lead client onboarding, implementation, and regular business reviews.
  • Monitor customer satisfaction, engagement, retention, and churn risks.
  • Drive product/service adoption through demos, training, and guidance.
  • Handle client queries, complaints, and escalations through resolution.
  • Identify upselling, cross-selling, renewal, and account expansion opportunities.
  • Communicate professionally with clients via email, phone, Zoom, and Teams.
  • Track KPIs such as CSAT, NPS, retention, adoption, and revenue growth.
  • Maintain accurate client data and updates in CRM/customer-success platforms.
  • Collaborate with Sales, Product, Support, Marketing, Finance, and Operations teams.
  • Support US clients across different time zones while maintaining professional responsiveness.
Common Skills Required
  • Excellent English communication and interpersonal skills
  • Client relationship management
  • Account management
  • Problem-solving and conflict resolution
  • Presentation and negotiation skills
  • CRM experience such as Salesforce, HubSpot, or Zoho
  • Customer-success tools such as Gainsight or similar platforms
  • Data analysis and reporting
  • Time management and organization
  • Upselling/cross-selling awareness
  • Ability to work with US clients and teams
  • Strong business and customer-service mindset
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