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Insurance Client Success Manager Jobs in Nebraska

Genesys

Proficiency with CRM systems and customer success platforms * Bachelor's degree in Business ... Medical, Dental, and Vision Insurance. * Telehealth coverage * Flexible work schedules and work ...

Public Consulting Group

Client Service Associate 1

Lincoln, NE · On-site

$12.50 - $17.50/hr

Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...

Acxiom

Expert Services Partner

Omaha, NE · On-site

Qualifications : * 6- 8 years of Service Partnership, Customer Success or Account Management experience in client-facing roles in consulting or agency settings * Manage multiple projects concurrently ...

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

Client Specialist

High Street Insurance Partners, LLC.

Broken Bow, NE • On-site

Other

Posted 6 days ago

Key responsibilities

  • Serve as the first point of contact for clients, handling their day-to-day questions and support services.

  • Assist in the production of new accounts and retention of existing accounts.

  • Guide clients through claims and make policy changes.

Job description

Client Specialist

Location: Broken Bow, NE, 68822

About The Role

Highstreet Insurance & Financial Services, Great Plains is hiring a Client Specialist. We are a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You will be the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

Who We Are

We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

What You'll Do
  • Build relationships in and out of the organization by providing general agency support and support to the agency's clients.
  • Serve as the first point of contact for clients, handling their day-to-day questions and other support services.
  • Guide clients through claims
  • Assist in the production of new accounts and retention of existing accounts.
  • Schedule renewal reviews and have renewal conversations
  • Answer agency phone calls, order supplies, and conduct general office administration.
  • Maintain timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
  • Receive phone calls
  • Make policy changes
  • Assist with everyday agency workflow including emails, downloads, expiration notices, and special projects.
  • Perform other functions as assigned by management.
What You'll Need To Succeed
  • Excellent written and verbal communication skills
  • Embrace change
  • Desire to learn and grow professionally
  • Team first mindset and collaborative spirit
Requirements
  • High School Diploma or equivalent.
  • Willingness to obtain Property & Casualty license (materials and fees paid by Highstreet).
  • Excellent communication skills, both written and spoken.
  • Proficient in Microsoft Office.

Apply