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Insurance Client Success Manager Jobs in Missouri

ATB Technologies

Client Success Manager

Chesterfield, MO · On-site

$50K - $60K/yr

We are seeking a dynamic and client-focused professional to join our team as a Client Success Manager. In this role, you will establish and nurture trusted advisor relationships with our clients ...

ATB Technologies

Client Success Manager

Chesterfield, MO · On-site

$50K - $60K/yr

We are seeking a dynamic and client-focused professional to join our team as a Client Success Manager. In this role, you will establish and nurture trusted advisor relationships with our clients ...

Advantage Solutions

Director Client Success

Saint Louis, MO · On-site

$145.20K/yr

Director Client Success Job Locations US-MO-Saint Louis Primary Posting Location : City Saint Louis ... Oversees client service managers and partners cross-functionally to drive retention and growth. Job ...

Advantage Solutions

Director Client Success

Saint Louis, MO · On-site

$111.70K - $145.20K/yr

Director Client Success Leads client success initiatives across a portfolio of accounts, ensuring ... Oversees client service managers and partners cross-functionally to drive retention and growth. Job ...

unigroup

Client Success Specialist

Fenton, MO · On-site

This role manages the execution of initiatives from planning through post-go-live support, while ... Life insurance, disability coverage, and employee assistance programs * Professional development ...

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Insurance Client Success Manager information

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 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 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 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:
What cities in Missouri are hiring for Insurance Client Success Manager jobs? Cities in Missouri with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you
Client Success Manager

Client Success Manager

Abstrakt Marketing Group

Saint Louis, MO • On-site

Full-time

Posted 3 days ago

Job description

 

JOB DESCRIPTION

The Client Success Manager for Abstrakt Marketing Group is responsible for ensuring that all clients who are working with our Cloud Solutions department are completely satisfied with their service. This individual will hold bi-monthly meetings with all clients to ensure roadmaps are established and maintained. He or she will also consult clients on Salesforce best practices to ensure the platform is being used by clients to its full potential.

The ideal Client Success Manager has extensive working knowledge of Salesforce and understands how our solutions are intended to help clients. This individual is solution-oriented, creative, and a critical thinker with excellent written and verbal communication skills. In this role, your leadership will be instrumental in shaping the future of Abstrakt and the success of our current Cloud Solution clients.

JOB RESPONSIBILITIES

  • Hold monthly meetings with all clients to ensure a roadmap is established and maintained.
  • Adapt client existing methods and procedures to create possible alternative solutions to moderately complex problems.
  • Manage the fulfillment of Virtual Salesforce Management work across the team.
  • Project manage projects as they come up and use the necessary internal or external resources to complete in a timely manner.
  • Primary upward interaction is with direct supervisor; may interact with peers and/or management-level employees at a client’s business and/or at Abstrakt.
  • Consult clients on best practices and how to maximize their Salesforce utilization.

JOB REQUIREMENTS

  • Bachelor's degree
  • Salesforce Administrator Certification
  • Salesforce.com Service Cloud and Sales Cloud experience
  • Understanding of key SFDC architecture