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Insurance Client Success Manager Jobs in Ohio (NOW HIRING)

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 ...

The Customer Success Manager (CSM) is responsible for owning the client lifecycle and ensuring ... insurance, employee assistance program, employee stock purchase program, tuition reimbursement ...

Client Success Partner

Columbus, OH · On-site

$50K - $60K/yr

As an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react and ...

Client Success Partner

Columbus, OH · On-site

$50K - $60K/yr

As an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react and ...

Client Program Manager

Columbus, OH · On-site

$65K - $80K/yr

The ideal candidate will be responsible for overseeing client programs, ensuring client satisfaction, and driving client success through management of internal teams and timelines. This role involves ...

Client Program Manager

Findlay, OH · On-site

$65K - $80K/yr

The ideal candidate will be responsible for overseeing client programs, ensuring client satisfaction, and driving client success through management of internal teams and timelines. This role involves ...

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 an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react 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 ...

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 ...

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 ...

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Showing results 1-20

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:
Director of Client Success

Director of Client Success

Gifthealth

Columbus, OH • On-site

Full-time

Posted 8 days ago


Key responsibilities

  • Own primary pharma manufacturer client relationships, serving as the main point of contact for strategic alignment, communication, and escalation management across all assigned programs.

  • Lead and develop direct reports, including a Client Success Manager and an Operations Manager, to ensure effective program delivery and account health.

  • Collaborate with internal teams such as Product, Engineering, Operations, and Project Management to ensure seamless program execution and align solutions with client needs.


Job description

About Us
At Gifthealth, we're revolutionizing the way people experience healthcare by simplifying the process of managing prescriptions and health services. Our mission is to provide a seamless, personalized, and efficient healthcare experience for all our customers. We're a dynamic, innovative, and customer-centric company dedicated to making a positive impact on people's lives.
Position Summary
We are seeking a Director of Client Success to serve as the primary relationship owner for Gifthealth's pharma manufacturer clients, acting as the main point of contact for strategic alignment, communication, and escalation management. Reporting to the VP of Client Success, this role bridges client needs and internal execution by surfacing client context to the Product Manager's prioritization process, contributing to solution design, and ensuring program performance meets client expectations. The Director leads a team of direct reports, typically a Client Success Manager and an Operations Manager, with team size scaling to program volume. This is a critical hire as Gifthealth's Client Success organization evolves from legacy account structures into a new model, and the Director will be instrumental in defining what excellent client partnership looks like in practice.
Key Responsibilities
  • Client Relationship Ownership Own primary pharma manufacturer client relationships, serving as the main point of contact for strategic alignment, communication, and long-term trust-building across all assigned programs
  • Escalation Management Lead escalation management by triaging, owning, and resolving client issues; engage Product, Engineering, or Operations as needed and participate directly on client calls rather than relaying status
  • Product Feedback & Client Scoping Surface client needs to the Product Manager and attend client scoping sessions to ensure the prioritization process reflects client context; contribute to solution design in partnership with Product
  • Scope Alignment & Performance Management Align with clients on scope, strategic priorities, and program performance; set and manage client expectations across all active programs to ensure consistent delivery against commitments
  • Team Leadership & Development Lead and develop direct reports, including a Client Success Manager focused on account health and program monitoring and an Operations Manager focused on day-to-day program operations; team size scales with program volume
  • Cross-Functional Delivery Coordination Collaborate closely with the Project Manager on delivery coordination and cost transparency; partner with Engineering, Pharmacy Dispensing Operations, Patient Experience, and Data teams to ensure seamless program execution
Qualifications
  • 5+ years in client success, account management, or client-facing program management (Required)
  • 2+ years managing direct reports (Required)
  • Experience in specialty pharmacy, pharma manufacturer services, hub services, or healthcare technology (Preferred)
  • Prior experience managing pharma manufacturer relationships at the brand team or senior director level (Preferred)
  • Knowledge, Skills & Abilities
  • Deep knowledge of pharma manufacturer client relationships, specialty pharmacy or hub services operations, and client success methodology in a matrixed environment (Required)
  • Strong client relationship management, escalation management, and executive-level written and verbal communication skills (Required)
  • Ability to navigate ambiguity, manage competing priorities, and translate client context into actionable product feedback; able to influence without direct authority over shared services (Required)
  • Knowledge of direct-to-patient program delivery, specialty pharma reimbursement, or comparable single-partner platform experience (Preferred)
  • Strategic thinking across a multi-program client portfolio; ability to quickly onboard to a new organizational structure and help define new ways of working (Preferred)
Work Environment
  • Location: Hybrid / Remote
  • Schedule: Full-time
Key Essential Functions [example below key provision - you may require others]
  • Must be able to sit and/or work at a computer for extended periods of time while managing client communications, meetings, and reporting activities.
  • Must be able to use standard office equipment, including a computer, keyboard, mouse, headset, and telephone.
  • Must be able to perform repetitive motions throughout the workday, including typing, reading, reviewing documentation, and participating in virtual meetings.
  • Must be able to communicate effectively with internal and external stakeholders in person, via video conference, by phone, and in writing.
  • Must be able to travel occasionally for client meetings, business reviews, team meetings, conferences, or onsite operational support, as needed.
  • Must be able to manage multiple priorities and respond effectively in a fast-paced, high-growth environment.
  • Must be able to work during standard business hours with flexibility for escalations, client needs, or critical business initiatives.
Employment Classification
Status: Full-time
FLSA: Exempt
Equal Employment Opportunity (EEO) Statement
Gifthealth is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, transgender status, national origin, age, disability, veteran status, or any other legally protected status.
We celebrate diversity and are committed to creating an inclusive environment for all employees. If you do not meet every requirement but still feel you would be a great fit for this role, we encourage you to apply!
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required of personnel. Gifthealth reserves the right to modify job duties or descriptions at any time.