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Insurance Client Success Manager Jobs in Oregon (NOW HIRING)

Ylopo

Client Success Manager

OR · On-site +1

$60K - $75K/yr

Reporting directly to the Manager of Client Success, the Client Success Manager role is focused primarily on retaining clients and providing them with an exceptional experience using our system. This ...

Ylopo

Strategic Client Success Manager

OR · On-site +1

$70K - $80K/yr

We're hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you'll act as a trusted advisor, helping our most invested partners drive results ...

CreativeX

$90K - $100K/yr

About the role Join our Client Success team as an Enterprise Client Success Manager (CSM), where ... Fully paid medical, dental, and vision (US) and Private medical insurance (UK) Generous time off ...

Nortal

(TA0094) Senior Client Success Manager

OR · On-site +1

We are seeking a Senior Client Success Manager to join our team, grow with us, and teach us a few ... Employer-paid life insurance, short- and long-term disability coverage, and critical illness ...

Teachstone

Partnership Success Manager

OR · On-site +1

Client Success Strategy: Develop and execute strategies to increase client adoption, retention, and ... Manage the logistics of contract delivery and renewal, ensuring all client agreements are executed ...

TechnologyAdvice

Client Success Coordinator

OR · On-site +1

$18.25 - $24.50/hr

This role blends client relationship management, campaign execution, and data analysis. You'll ... Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage. * 401K with Match:

Fuze Health

Customer Success Manager - FuzeRx

OR · On-site +1

$108K - $135K/yr

Build and maintain trusted client relationships - acting as a primary point of contact for customer ... AD&D) insurance, flexible spending account (FSA) and health savings account (HSA), commuter ...

InvoiceCloud

Customer Success Manager

OR · On-site +1

Understands each client's business model, goals, adoption trends, and operational workflows to ... Medical, dental, vision, life & disability insurance * 401(k) plan with company match * Flexible ...

Franklin Electric

Customer Success Manager

Canby, OR · On-site

Customer Success Manager Department: Sales / Marketing Employment Type: Full Time Location: US ... Health, dental, vision, life insurance * Short & long-term disability * Fertility & adoption ...

Trimble

Customer Success Manager

Lake Oswego, OR · On-site

Minimum of 4 years in a client-facing SaaS role such as Customer Success or Account Management. * Proven experience managing complex, multi-divisional enterprise organizations and collaborating ...

Franklin Electric

Customer Success Manager

Canby, OR · On-site

Customer Success Manager Department: Sales / Marketing Employment Type: Full Time Location: US ... Health, dental, vision, life insurance * Short & long-term disability * Fertility & adoption ...

Nuvem

Customer Success Manager

OR · On-site +1

Customer Success Manager (Full-Time Remote, Health Tech) Who We Are: NuvemRx helps community health ... Own a portfolio of customers and ensure delivery of measurable outcomes aligned to each client ...

Franklin Electric Co.

Customer Success Manager

Canby, OR · On-site

$80 - $100/hr

Customer Success Manager Department: Sales / Marketing Employment Type: Full Time Location: US ... Health, dental, vision, life insurance * Short & long‑term disability * Fertility & adoption ...

Donorbox

Enterprise Customer Success Manager

OR · On-site +1

Advocate for and optimize our product to increase client revenue and utilization. * Provide ... Employer-sponsored health insurance plan through TriNet, including medical (United Healthcare), ...

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Insurance Client Success Manager information

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 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 popular job titles related to Insurance Client Success Manager jobs in Oregon?

For Insurance Client Success Manager jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Oregon look for?

The top searched job categories for Insurance Client Success Manager jobs in Oregon are:

What cities in Oregon are hiring for Insurance Client Success Manager jobs?

Cities in Oregon with the most Insurance Client Success Manager job openings:

Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Client Success Manager

OR • On-site, Remote

Ylopo
Internet and IT • 11 - 50 employees
Learn more about Ylopoexternal

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Reporting directly to the Manager of Client Success, the Client Success Manager role is focused primarily on retaining clients and providing them with an exceptional experience using our system. This role handles the entire lifecycle of client success post-onboarding through training, support, and account management. 

Candidates well-suited to this role will have a track record of being detail-oriented, client-focused, and proactive in providing exceptional service both internally and externally. We are looking for candidates who are quick-thinking, organized, patient, and positive, with a strong ability to troubleshoot software issues, advocate for client needs, and escalate concerns to the Manager of Client Success when necessary.

What We're Looking For:

  • Undergraduate degree or relevant experience
  • 3+ years of experience in customer success, customer service, coaching, training, account management, or a related client facing role supporting a broad portfolio of customers.
  • Ability to facilitate the solution to complex issues and requests with a proactive, goal-oriented mindset
  • Strong technical, organizational, and project coordination skills, alongside strong attention to detail
  • Excellent written and verbal communication skills, including the ability to communicate effectively via email, support tickets, phone, or Zoom video
  • Ability to multitask, take initiative, and work independently toward deadlines to see tasks through to completion
  • Positive demeanor, trustworthy character, and consistent work ethic
  • Willingness to learn the intricacies of the Ylopo product and feel comfortable conveying detailed information about our services and systems
  • Understanding of real estate and the real estate profession is a plus, but not necessary

Responsibilities:

  • Manage client relationships within our general segment of business, evaluating "client health" to proactively schedule and conduct check-in calls.
  • Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
  • Consult with clients to identify business goals, challenges, and opportunities, aligning Ylopo product solutions to address their specific needs and objectives.
  • Act as an advocate for the client's needs, specifically managing retention efforts for clients who have placed a cancellation or are showing indicators of being at-risk.
  • Speak confidently and professionally while working through escalated issues, acting with the utmost urgency to troubleshoot client problems.
  • Maintain accurate documentation of client interactions, including logging activity in Salesforce and internal systems timely and correctly.
  • Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development.
  • Identify and cultivate qualified growth opportunities by uncovering client needs, driving product adoption, and recommending solutions that support long term success and account expansion.
  • Work closely with our product support team to investigate issues and software bugs, solving them independently or appropriately escalating them to the Manager of Client Success.
  • Learn the ins and outs of our product to become a subject matter expert, collaborating with sales, billing, marketing, international, and technical teams on special projects.

What Success Looks Like (KPIs):

  • Strong Net Revenue Retention (NRR) across your assigned client segment
  • Excellent Response times and Resolution skills
  • High Net Promoter Score (NPS) and positive client satisfaction (CSAT)
  • Consistent product adoption and successful, well-documented issue de-escalation

Compensation: Compensation and full benefits include starting base pay from $60,000 to $75,000, with an incentive bonus potential of up to 25% of base salary OTE, depending on experience. Benefits include medical, dental, and vision coverage; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.

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About Ylopo

Sourced by ZipRecruiter

Industry

Internet and it

Company size

11 - 50 Employees

Headquarters location

Los Angeles, CA, US

Year founded

2013

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