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Insurance Client Success Manager Jobs in Pennsylvania

Customer Success Manager Our client is a purpose-driven organization dedicated to helping companies strengthen workplace culture and employee engagement through data-driven insights and innovative ...

Customer Success Manager

York, PA ยท On-site

$70K - $80K/yr

Reporting to the VP of Client Success you will be a key part of managing the success of Shipfusion's clients. In this role you will... * Be responsible for managing the day to day functions of ...

Senior Customer Success Manager

York, PA ยท On-site

$80K - $95K/yr

Reporting to the VP of Client Success you will be a key part of managing the success of Shipfusion's clients. In this role you will... * Provide Shipfusion onboarding and continued education/training ...

Reporting to the VP of Client Success you will be a key part of managing the success of Shipfusion's clients. In this role you will... * Be responsible for managing the day to day functions of ...

Customer Success Manager

York, PA ยท On-site

$70K - $80K/yr

Reporting to the VP of Client Success you will be a key part of managing the success of Shipfusion's clients. In this role you will... * Be responsible for managing the day to day functions of ...

Reporting to the VP of Client Success you will be a key part of managing the success of Shipfusion's clients. In this role you will... * Be responsible for managing the day to day functions of ...

Customer Success Manager

Pittsburgh, PA ยท On-site

$80K - $90K/yr

Vision insurance Ceeva Customer Success Manager Job Summary The Customer Success Manager (CSM) role ... The CSM ensures that client projects are being planned, managed, and executed correctly and ...

Showing results 21-40

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 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:
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.

Commercial Insurance- Client Specialist

Highstreet Insurance Services

Bensalem, PA โ€ข On-site

$40K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


Job description

We are looking for a dedicated Commercial Insurance Client Specialist to join our team in our Bensalem office. We take a lot of pride in the relationships we build, and we want someone who feels the same way about helping business owners feel secure and protected. Our office is a welcoming, energetic space where we truly value the input of every team member. You will not just be another employee here; you will be an essential advocate for our clients, helping them navigate the complexities of risk management with confidence. We offer an environment that encourages you to grow, learn, and contribute your unique perspective to our collective success. If you are someone who enjoys solving problems, values genuine human connection, and wants to work for a company that puts integrity at the forefront of every transaction, you will fit right in with us. We cannot wait to see how you help us continue to provide excellent service to our local business community.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

Retirement Plan


Responsibilities

Act as a point of contact for our commercial policyholders, ensuring their business insurance needs are fully met.

Review existing policies and recommend coverage updates that align with our clients' evolving risks.

Process renewals, endorsements, and certificates of insurance with accuracy and care.

Collaborate with carriers and underwriters to negotiate terms that best benefit the client.

Document client interactions and changes in our management system to maintain precise records.

Participate in client meetings to explain complex coverage options in plain, accessible language.


Requirements

Active Pennsylvania Property & Casualty Insurance License. Open to the right candidate to get licensed.

Two or more years of experience managing commercial lines accounts.

Familiarity with agency management systems and policy forms.

Clear and professional verbal and written communication skills.

Strong organizational habits and attention to detail.

Professional certification such as CISR or CIC is a significant plus.