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Insurance Client Success Manager Jobs in Ohio (NOW HIRING)

Description: At Vitis Technologies, we believe that success lies in delivering unparalleled ... While the Technical Account Manager (TAM) serves as the primary client point of contact at Vitis ...

As a Client Success Associate, you will be responsible for the daily operations of existing and new ... Manage load board on a daily basis, which includes detailed data entry in load building and ...

Description At Vitis Technologies, we believe that success lies in delivering unparalleled customer ... While the Technical Account Manager (TAM) serves as the primary client point of contact at Vitis ...

Client Success Specialist

Blue Ash, OH · On-site

$42K - $52K/yr

Job Type Full-time Description At Vitis Technologies, we believe that success lies in delivering ... While the Technical Account Manager (TAM) serves as the primary client point of contact at Vitis ...

As a Client Success Associate, you will be responsible for the daily operations of existing and new ... Manage load board on a daily basis, which includes detailed data entry in load building and ...

Support (Incoming support questions, cases and escalating to the appropriate Client Success Manager, as necessary, Tier II). * Responding to login information requests. Answering support questions ...

Engage as an active member of the Global Client Success team to troubleshoot system issues ... Proven ability to manage multiple priorities in a matrixed environment. Skilled problemsolver able ...

VP of Client Success

Columbus, OH · On-site

$180K - $230K/yr

Experience: 10+ years of experience in client success, account management, or healthcare program partnerships, including 3+ years in a VP, senior director, or equivalent leadership role. * Skills ...

New

The Customer Success Manager (CSM) is a highly skilled, customer facing professional who will ... Build and strengthen client relationships through strategic communication and solutioning.

Support (Incoming support questions, cases and escalating to the appropriate Client Success Manager, as necessary, Tier II). * Responding to login information requests. • Answering support ...

The Customer Success Manager will effectively plan and prioritize a high volume of customer ... Organize monthly check-ins with regional service teams to align client needs and gather valuable ...

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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 cities in Ohio are hiring for Insurance Client Success Manager jobs? Cities in Ohio with the most Insurance Client Success Manager job openings:
Client Success Associate

Other

Posted 23 days ago


Arrive Logistics rating

4.2

Company rating: 4.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

Client Success Associate

Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We're committed to providing employees with a meaningful work experience and have established an award-winning culture that supports personal and career development in a fun, casual, and collaborative environment. There has never been a more exciting time to get on board, so read on to learn more.

This role will focus on mastering the basics of what it takes to deliver operational excellence. As a client success associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling appointments, tracking shipments while providing timely updates internally and externally, and closing out loads. You will work on mastering these skills, and work to develop other tasks to continue building your skill set within client success. You must be detail and process oriented, customer obsessed, efficient, proactive, solutions driven, and comfortable with effectively performing operational duties independently, as well as working collaboratively across our different departments.

What you'll do

  • Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution
  • Focus on accuracy and timeliness while building loads for our customer account(s)
  • Obtain pickup and delivery appointments from the shippers and consignees within your customer's network
  • Deliver effective and timely communication with carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates
  • Communicate with customer contacts proactively when a shipment will be delayed

Developing tasks

  • Understand the customer's committed lanes and when to accept or reject loads being tendered by the customer
  • Establish a strong understanding and knowledge base of the industry, foundational skills, and of arrive operations with a drive for continued educational opportunities
  • Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication
  • Work with BD and carrier counterparts to navigate issues that occur to provide best-in-class customer service
  • Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate
  • Prioritize exceptions by working with the carrier team to provide timely updates to customers
  • Proactively work with management to determine any potential concerns for aging for your customer

Qualifications

  • Bachelor's degree in a relevant field of study preferred
  • Proven demonstration of commitment and work ethic in a school or work setting
  • Fast-paced and able to multitask in a high-pressure environment
  • Polished communicator with exceptional interpersonal skills, both verbal & written
  • Able to take verbal/written instruction and execute with confidence

Your arrive experience

When we say "award-winning culture," we mean it. We've been recognized as a top workplace by Inc. Fast Company, Fortune, and earned top workplaces and great place to work, to name a few. We intend on topping many more of those lists in the years to come, but we're not in it for the trophies. We're committed to culture because it keeps us connected to each other and invested in our shared success while having a blast along the way. Our employee-founded resource groups create communities within arrive's walls, including women in logistics, emerging professionals, prisms, black logistics group, salute and unidos.

Notice

To ensure a safe and transparent interview process, we want to note that arrive logistics adheres to strict recruitment practices. Candidates undergo an interview process, and arrive logistics does not provide unsolicited job offers. If you have concerns about receiving a fraudulent offer, please contact talentacquisition@arrivelogistics.com for verification.