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Insurance Client Success Manager Jobs in Pennsylvania

Milliman

Client Success Manager (MedInsight)

Berwyn, PA · On-site

Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...

Metergy Solutions

Client Success Manager

Exton, PA · On-site

The Client Success Manager role develops strong, positive, business-to-business relationships with ... Benefits & Perks Excellent health coverage and life insurance benefits - no waiting period! Company ...

Magellan Health, Inc.

Client Success Manager

Home, PA · On-site +1

$93K - $159K/yr

General Job Information Title Client Success Manager Grade 29 Work Experience - Required Account Management, IT, Project/Program Management Work Experience - Preferred Education - Required A ...

Definiti

Client Success Manager I

Erie, PA · On-site +1

PURPOSE OF POSITION The Client Success Manager is responsible for overseeing client success ... Company-paid life insurance and short-term disability insurance * Bonus plan eligibility

DEFINITI LLC

Client Success Manager I

Erie, PA

PURPOSE OF POSITION The Client Success Manager is responsible for overseeing client success ... Company-paid life insurance and short-term disability insurance * Bonus plan eligibility

Pop Promos

Client Success Coordinator

Philadelphia, PA · On-site

$18.25 - $24.50/hr

The Client Success Coordinator supports Pop!'s inside and outside sales team in their efforts to ... Manage and execute client orders: * Finalize the order process with clients accurately and ...

Rustman Agency

Client Success Trainee

Doylestown, PA · On-site

... relationship management. This role is ideal for someone who enjoys helping others, is detail ... with the client success team Qualifications Strong communication and interpersonal skills ...

ShipMonk

Merchant Success Manager

Pittston, PA · On-site

Merchant Success Manager The Merchant Success Manager will be involved in all aspects of the ... Order flows, carrier and shipment statistics, client support tickets and inquiries, integrations ...

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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 Pennsylvania?

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

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

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

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

Cities in Pennsylvania 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 Pennsylvania as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, and 12% Remote job distribution.

Client Success Manager

eMenu International

Philadelphia, PA • On-site

$20 - $30/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Pay: $60,000.00 - $63,000.00 per year

Job description:

Hybrid | Philadelphia

Native Spanish Speaker & Fluent English Required

About eMenu

eMenu is a leading restaurant technology company helping restaurants enhance the guest experience through innovative digital solutions.

We're looking for hospitality professionals who want to transition into the tech industry without leaving the restaurant world behind. If you enjoy building relationships, solving problems, and working directly with restaurant owners, we'd love to meet you.

About the Role

As a Client Success Manager, you'll be the primary point of contact for a portfolio of restaurant clients throughout Philly

This is not a sales role and not a technical support position.

You'll own the client relationship from onboarding through long-term success, working closely with restaurant owners and internal teams to deliver an outstanding customer experience.

This role combines relationship management, client training, problem-solving, and regular in-person visits to restaurant locations.

What You'll Do

  • Build strong relationships with restaurant clients.
  • Onboard and train new customers.
  • Visit restaurant locations throughout New York City and Northern New Jersey.
  • Resolve client issues from start to finish.
  • Coordinate with internal teams to ensure timely resolutions.
  • Manage multiple client accounts.
  • Help clients get the most value from the eMenu platform.

What We're Looking ForRequired

  • Native Spanish speaker.
  • Fluent English (spoken and written).
  • Experience in hospitality, restaurants, hotels, tourism, or customer service.
  • Valid driver's license and reliable personal vehicle.
  • Comfortable traveling throughout Philadelphia
  • Comfortable learning and using technology, including tablets and software platforms.
  • Strong communication, organization, and multitasking skills.
  • Authorized to work in the United States.

Preferred

  • Restaurant management or fine dining experience.
  • Hospitality or Tourism degree.
  • Experience in Client Success, Customer Success, or Account Management.

Compensation & Benefits

  • $20.00/hour during the first 3 months.
  • Overtime paid at $30.00/hour.
  • $22.50/hour after a successful performance review (starting in month 4).
  • Mileage reimbursement ($0.67 per mile).
  • Medical, Dental & Vision Insurance.
  • 401(k) with Company Contribution.
  • Paid Time Off.
  • Tuition Assistance.
  • Professional Development opportunities.
  • Employee Discounts.

Work Environment

  • Hybrid position.
  • Remote administrative work.
  • Regular client visits in Philadelphia
  • Office based in Fort Lee, NJ.
  • Approximately 3 weeks of paid onsite training at our Fort Lee office.

Why Join eMenu?

If you're passionate about hospitality and ready to build a long-term career in technology, this is your opportunity to make a real impact while continuing to work with restaurant owners every day.

Join a fast-growing company that's transforming the restaurant industry through innovative technology while building a rewarding career in Client Success.

This role is ideal for professionals coming from restaurants, hotels, tourism, or hospitality who are ready to transition into the tech industry.

Apply today and grow your career with eMenu!

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: On the road