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Insurance Client Success Manager Jobs in Ohio (NOW HIRING)

InfoCision

Client Success Manager

Akron, OH · On-site

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

InfoCision

Client Success Manager

Akron, OH · On-site

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

altafiber

Client Success Manager

Cincinnati, OH · On-site

Client Success Manager The Client Success Manager is dedicated to ensuring retention and upgrading of our valued clients in the commercial space. This position is responsible for executing a ...

Payliance

Client Success Manager

Columbus, OH · Remote

Full benefits package including medical, dental, vision, STD, LTD, life insurance, 401(k), and PTO ... Client Success, Account Management, or Customer Success-preferably in payments, fintech, lending ...

altafiber

Client Success Manager

Cincinnati, OH · On-site

The Client Success Manager is dedicated to ensuring retention and upgrading of our valued clients in the commercial space. This position is responsible for executing a proactive migration strategy ...

altafiber

Client Success Manager

Cincinnati, OH

The Client Success Manager is dedicated to ensuring retention and upgrading of our valued clients in the commercial space. This position is responsible for executing a proactive migration strategy ...

Ylopo

Junior Client Success Manager

Cleveland, OH

$50K - $55K/yr

Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a ...

PSST

Client Success Advisor

Middletown, OH · On-site

Support Staff/Client Success Advisor Date Posted: 8/2/2019 Location: Middletown Office Date ... Coursework in accounting, financial management and/or custmer relations preferred * Previous ...

giftHEALTH Inc

Director of Client Success

Columbus, OH · On-site

Reporting to the VP of Client Success, this role bridges client needs and internal execution by ... Escalation Management Lead escalation management by triaging, owning, and resolving client issues ...

Gifthealth Inc

Director of Client Success

Columbus, OH · On-site

Reporting to the VP of Client Success, this role bridges client needs and internal execution by ... Escalation Management Lead escalation management by triaging, owning, and resolving client issues ...

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

Client Success Manager

InfoCision

Akron, OH • On-site

Full-time

Posted 15 days ago

InfoCision rating

2.9

Company rating: 2.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

71st of 71 rated call and contact centers

Job description

Job Title: Client Success Manager
Department: Marketing
Reports To: VP / Director of Client Services
Job Type: Full-Time, Exempt (Salaried)

About the Role

We're seeking a results-driven Client Success Manager to lead client accounts, drive performance, and build strong, lasting partnerships. In this role, you'll serve as the primary liaison between clients and internal teams, ensuring campaigns deliver measurable results while identifying opportunities for growth and optimization.

Key Responsibilities

  • Serve as the main point of contact for assigned client accounts, ensuring clear, timely, and effective communication
  • Build strong client relationships and identify opportunities to grow accounts and revenue
  • Manage and mentor Account Representatives to meet performance goals and KPIs
  • Analyze campaign performance, track key metrics, and provide strategic recommendations
  • Develop and adjust call strategies, scripts, and program objectives based on data insights
  • Collaborate cross-functionally with operations, IT, and leadership to execute successful campaigns
  • Oversee campaign performance from launch through completion, ensuring quality and profitability
  • Prepare accurate quotes, forecasts, and reports for clients and internal stakeholders
  • Monitor billing, invoicing, and account records for accuracy and completeness
  • Drive adoption of internal tools, including AI-driven solutions, to improve efficiency and results
  • Stay current on industry trends and continuously identify process improvements

What We're Looking For

  • Strong communication and relationship-building skills
  • Ability to manage multiple projects and priorities in a fast-paced environment
  • Analytical mindset with the ability to interpret data and drive decisions
  • Leadership experience or ability to coach and develop team members
  • Detail-oriented with strong organizational skills
  • Experience in client services, account management, or marketing preferred


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