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Insurance Client Success Manager Jobs in Ohio (NOW HIRING)

Client Success Lead

Columbus, OH · On-site

$55K - $65K/yr

As a Client Success Lead you will play a key role in managing day-to-day operations for the ... Comprehensive health, dental and vision insurance plans * 401k retirement plan with company match

As a Client Success Lead you will play a key role in managing day-to-day operations for the ... Comprehensive health, dental and vision insurance plans * 401k retirement plan with company match

Client Success Specialist

Columbus, OH · On-site

$16.50 - $18.38/hr

As a Client Success Specialist (CSS), you'll be the heart of our mission--supporting clients ... Manage proposals, payments, deposits, and creditor communications. * Proactively review client ...

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 Specialist

Fairborn, OH · On-site

$16.50 - $18.38/hr

As a Client Success Specialist (CSS), you'll be the heart of our mission--supporting clients ... Manage proposals, payments, deposits, and creditor communications. * Proactively review client ...

Client Success Specialist

Dayton, OH · On-site

$43K - $63K/yr

... management needs impacting thousands of employees. To keep the 937 community running smoothly ... Medical/Dental/Vision Insurance * 401k (Retirement) Employer Match

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 ...

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 Associate

Dublin, OH · On-site

$27.50 - $30/hr

Ensure accurate documentation of sales activities in CRM systems including meeting notes. * Help ... Valid driver's license and appropriate auto insurance as dictated by state requirements. * Ability ...

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 ...

Client Success Associate

Dublin, OH · On-site

$27.50 - $30/hr

Ensure accurate documentation of sales activities in CRM systems including meeting notes. * Help ... Valid driver's license and appropriate auto insurance as dictated by state requirements. * Ability ...

Showing results 41-60

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 is an insurance client success manager?

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?

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 are popular job titles related to Insurance Client Success Manager jobs in Ohio? For Insurance Client Success Manager jobs in Ohio, the most frequently searched job titles are:
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:

Client Success Assistant

415 Group

North Canton, OH • On-site

Full-time

Posted 6 days ago


Job description

Salary:

Join The 415 Group's IT Division

Are you highly organized, detail-oriented, and someone who enjoys keeping things moving? Do you thrive in a fast-paced environment where accuracy and exceptional client service matter? If so, we'd love to meet you.

The 415 Group is seeking a Client Success Assistant to support our growing IT team. This role is perfect for someone who enjoys juggling multiple priorities, communicating with clients, and ensuring every detail is handled correctly the first time.

Reports to: Director of Client Success

Responsibilities

  • Manage and maintain our IT inventory and equipment room.
  • Prepare quotes and assist with procurement for client technology needs.
  • Coordinate orders and communicate with vendors regarding purchasing and support.
  • Communicate professionally with clients, vendors, and internal team members.
  • Participate in team meetings and contribute to process improvements.
  • Assist with additional administrative and client support tasks as needed.

What We're Looking For

The ideal candidate is someone who:

  • Pays close attention to detail and takes pride in getting things right.
  • Works quickly without sacrificing accuracy.
  • Can manage multiple priorities in a fast-paced environment.
  • Is dependable, organized, and proactive.
  • Enjoys helping clients and supporting a collaborative team.
  • Has excellent written and verbal communication skills.
  • Is comfortable using Microsoft Office and learning new software.
  • Demonstrates professionalism when working with clients and vendors.


Why Join The 415 Group?

You'll be joining a team that values collaboration, exceptional client service, and continuous improvement. Your work will directly contribute to helping our clients succeed while supporting a growing and dynamic IT practice.