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Insurance Client Success Manager Jobs in Pennsylvania

Fig Industries

Client Success Manager

Lancaster, PA · On-site

The Client Success Manager owns the ongoing success of client relationships by ensuring exceptional service, coordinating the operational delivery of Fig Lancaster products, and identifying ...

Milliman

Client Success Manager (MedInsight)

Berwyn, PA · Remote

$788/wk

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 ...

DEFINITI LLC

Client Success Manager I

Erie, PA · On-site

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

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

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 ...

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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 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 July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Client Success Manager

Fig Industries

Lancaster, PA • On-site

Full-time

Posted 5 days ago

Job description

Role Overview:
The Client Success Manager owns the ongoing success of client relationships by ensuring exceptional service, coordinating the operational delivery of Fig Lancaster products, and identifying opportunities to strengthen and grow client partnerships.
This highly motivated individual will work closely with the Fig Managing Director to coordinate recurring workflows, maintain project visibility, support client deliverables, and ensure deadlines are met. This is a highly collaborative role that combines project coordination, client communication, and operational excellence.
Objectives of this Role:
  • Represent Fig Industries with professionalism while consistently modeling the company's Core Values.
  • Deliver an exceptional client experience that builds trust, loyalty, referrals, and long-term partnerships.
  • Generate sustainable business growth through proactive prospecting, networking, relationship development, and account expansion.
  • Coordinate the successful operational delivery of Fig Lancaster products and services.
  • Provide visibility, communication, and accountability across client commitments, production schedules, and internal workflows.
  • Support strategic growth initiatives, including franchise development and new market opportunities.

Client Success & Relationship Management:
  • Develop and cultivate relationships with prospective and existing clients, serving as a trusted advisor throughout the client journey.
  • Build long-term relationships through proactive communication and consistent follow-up.
  • Identify opportunities to expand existing client relationships through renewals, referrals, cross-selling, and additional advertising partnerships.
  • Guide clients through planning, production, proofing, approvals, and final delivery.
  • Conduct regular client touchpoints to strengthen partnerships and future opportunities.
  • Champion the overall client experience and recommend improvements.

Business Development & Sales:
  • Identify, prospect, and cultivate new advertising and partnership opportunities.
  • Develop and execute ongoing prospecting and relationship building activities that create a consistent pipeline of qualified opportunities. Identify, prospect, and cultivate new advertising and partnership opportunities in collaboration with the Fig Salesperson.
  • Represent Fig Industries at networking events, community functions, and strategic business development opportunities as needed.
  • Maintain regular communication with prospective clients, ensuring timely follow-up and continued engagement throughout the sales process.
  • Support contract signatures and client onboarding.
  • Collaborate with leadership on sales strategy, territory planning, and franchise development.
  • Achieve agreed-upon sales and activity goals alongside the Fig Salesperson.

Fig Lancaster Operations & Production Coordination:
  • Coordinate photography scheduling, concept calls, proofing, approvals, and client communications, always striving the make processes more efficient.
  • Coordinate client inputs, materials, approvals, and follow-up to ensure projects remain on schedule throughout production
  • Maintain accurate CRM records, contracts, renewals, deadlines, and production requirements using Salesforce and Wrike.
  • Coordinate sales-to-production handoffs so commitments reach the appropriate team members.
  • Maintain visibility into advertiser commitments and production timelines.
  • Coordinate Welcome Home operational fulfillment including timelines, client information, renewals, and internal handoffs.
  • Identify risks early and communicate solutions before issues affect clients.
  • Support continuous improvement of production workflows, operational processes, and cross-functional communication.

Qualifications:
  • 2+ years of experience in client success, project management, business development, or a related field.
  • Bachelor's degree in Business or related field preferred.
  • Proficiency in Google Workspace
  • Ability to work independently while collaborating across multiple teams
  • Positive, adaptable and solutions-driven attitude
  • Exceptional interpersonal, communication, and organizational skills.
  • Experience with CRM systems and managing multiple priorities simultaneously.
  • Demonstrated ability to build trusted relationships while supporting measurable business growth.
  • Self-motivated, collaborative, and aligned with the mission and values of Fig Industries.

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