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Insurance Client Success Manager Jobs in Ohio (NOW HIRING)

AssetWatch, Inc.

Customer Success Manager

Columbus, OH · Remote

... success plans that clearly deliver on customer expectations * Be highly organized with strong CRM ... This role involves up to 15 - 20% domestic travel, primarily for client meetings and industry ...

BrightEdge

Customer Success Manager

Cleveland, OH · On-site

$60K - $72K/yr

As a Customer Success Manager at BrightEdge, you'll serve as a strategic partner to a portfolio of ... Medical, dental, and vision insurance with multiple package options * 15-23 days PTO depending on ...

BrightEdge

Customer Success Manager

Cleveland, OH

$60K - $72K/yr

As a Customer Success Manager at BrightEdge, you'll serve as a strategic partner to a portfolio of ... Medical, dental, and vision insurance with multiple package options * 15-23 days PTO depending on ...

BrightEdge

Customer Success Manager

Cleveland, OH · On-site

$60K - $72K/yr

As a Customer Success Manager at BrightEdge, you'll serve as a strategic partner to a portfolio of ... Medical, dental, and vision insurance with multiple package options * 15-23 days PTO depending on ...

BrightEdge

Customer Success Manager

Cleveland, OH

As a Customer Success Manager at BrightEdge, you'll serve as a strategic partner to a portfolio of ... Medical, dental, and vision insurance with multiple package options * 15-23 days PTO depending on ...

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All JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Ohio

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 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:
Insurance Client Success Manager jobs near you
Customer Success Manager (OH, Cincinnati)

Customer Success Manager (OH, Cincinnati)

Five Star Food Service

Cincinnati, OH

$65K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Customer Success Manager (OH, Cincinnati)
OH, Cincinnati
About the Role:
The Customer Success Manager (CSM) is responsible for building strong client partnerships and ensuring every customer's experience exceptional service, engagement, and value. Acting as the face of Five Star across all business lines - Markets, Vending, Dining, and Refreshment Services - this role focuses on client retention, satisfaction, and organic growth through proactive relationship management and solution-driven collaboration with operational teams.
Key Responsibilities:
  • Develop and maintain long-term customer relationships through consistent communication and on-site visits.
  • Serve as the primary point of contact for all client needs and ensure issues are resolved quickly and professionally.
  • Partner with operations and regional leadership teams to ensure customer satisfaction, performance excellence, and service consistency.
  • Identify opportunities to expand relationships by introducing additional Five Star services and solutions.
  • Support sales and retention goals by assisting with new account development, same-store growth, and profitability initiatives.
  • Conduct regular client site visits to ensure company standards and contractual commitments are met.
  • Document all client interactions, feedback, and action items accurately and share updates with division management.
  • Represent Five Star at conferences, meetings, and events as needed, including occasional overnight travel.
  • Promote and uphold Five Star's values - Discipline, Leadership, Integrity, and Community - in every customer interaction.
Qualifications:
  • Bachelor's degree in business, Marketing, or a related field preferred; equivalent experience considered.
  • Minimum of 3 years of experience in customer success, account management, or sales, ideally within a service-oriented industry.
  • Proven track record of achieving client satisfaction, retention, and revenue growth goals.
  • Strong interpersonal, communication, and problem-solving skills with the ability to present to groups and leadership.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Ability to work independently, handle multiple priorities, and operate with a sense of urgency.
  • Willingness to travel regionally and stay overnight as required.
  • Willing to undergo a background check.
  • Willing to undergo a drug screen.
What We Offer:
  • Competitive base salary: Starting at $65,000.
  • Quarterly Retention Bonus + Sales Incentive Opportunities.
Vehicle/Car Program:
  • Weekly allowance between $108-$132 based on MPG
  • Up to $3,300 annual vehicle maintenance reimbursement (to include insurance reimbursement)
  • Additional $0.10/mile reimbursement for business miles over 15,000
Benefits:
  • Comprehensive health, dental, and vision insurance
  • 401(k) with company match, paid time off, and holidays
  • A collaborative, growth-driven culture that rewards initiative and results

EEO Statement:
Five Star Breaktime Solutions is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage veterans and individuals with disabilities to apply.
Location - OH, Cincinnati - OH - 5530 Fair Lane

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