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 ...
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 ...
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 ...
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 ...
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Client Success Manager
Bedford, OH · On-site
$23 - $30/hr
Client Success Manager Location: 98% remote - but, when/if a client comes to town; the CSM would be required to accommodate in office/in person meetings as needed at our Bedford Hts. location ...
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Be Seen First
Client Success Manager
Bedford, OH · On-site
$23 - $30/hr
Client Success Manager Location: 98% remote - but, when/if a client comes to town; the CSM would be required to accommodate in office/in person meetings as needed at our Bedford Hts. location ...
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 ...
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 ...
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 ...
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 ...
Client Success Manager
Cincinnati, OH · On-site
... client satisfaction and nurtures lasting partnerships. * Provide flexible support across the entire Customer Success Management team as needed to ensure seamless coverage and maintain operational ...
Client Success Manager
Cincinnati, OH · On-site
... client satisfaction and nurtures lasting partnerships. * Provide flexible support across the entire Customer Success Management team as needed to ensure seamless coverage and maintain operational ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. · Experience in developing executive level ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. · Experience in developing executive level ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. • Experience in developing executive level ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. • Experience in developing executive level ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... Experience in insurance, benefits, or healthcare revenue cycle. Experience in developing executive ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... Experience in insurance, benefits, or healthcare revenue cycle. Experience in developing executive ...
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. · Experience in developing executive level ...
Quick apply
The Clinical Client Success Manager is responsible for routinely managing client accounts ... insurance, benefits, or healthcare revenue cycle. · Experience in developing executive level ...
Client Success Manager I
Cincinnati, OH · On-site
We're looking for a Client Success Manager I join our ever-evolving Client Success team and help shape the future of global commerce. What you'll own In this role, you'll own the client service ...
Client Success Manager I
Cincinnati, OH · On-site
We're looking for a Client Success Manager I join our ever-evolving Client Success team and help shape the future of global commerce. What you'll own In this role, you'll own the client service ...
Senior Client Success Manager
Maumee, OH · On-site +1
$113K - $146K/yr
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
Senior Client Success Manager
Maumee, OH · On-site +1
$113K - $146K/yr
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
We're looking for a Client Success Manager I join our ever-evolving Client Success team and help shape the future of global commerce. What you'll own In this role, you'll own the client service ...
We're looking for a Client Success Manager I join our ever-evolving Client Success team and help shape the future of global commerce. What you'll own In this role, you'll own the client service ...
Senior Client Success Manager
Maumee, OH · Hybrid
$113K - $146K/yr
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
Senior Client Success Manager
Maumee, OH · Hybrid
$113K - $146K/yr
Senior Client Success Manager - CPG ABOUT US Matrix Technologies, Inc. has been a leading provider ... Health Insurance with Prescription Drug Coverage, Dental and Vision Insurance * Generous Paid Time ...
Junior Client Success Manager
$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 ...
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Junior Client Success Manager
$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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Insurance Client Success Manager information
What is the difference between Insurance Client Success Manager vs Insurance Account Executive?
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance 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:
InfoCision rating
2.9
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
About InfoCision
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Akron, OH, US
Year founded
1982