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Insurance Client Success Manager Jobs in Tennessee

Inhabit

Client Success Manager

Knoxville, TN · On-site

... and insurance. Learn more at, visit inhabit.com. About GROW Founded in 2015, GROW Learning ... Summary The Client Success Manager (CSM) is responsible for owning the end-to-end success of ...

New

INHABIT IQ

Client Success Manager

Knoxville, TN · On-site +1

... and insurance. Learn more at, visit inhabit.com. About GROW Founded in 2015, GROW Learning ... Summary The Client Success Manager (CSM) is responsible for owning the end-to-end success of ...

5ironCyber

Client Success Manager

Franklin, TN · On-site

$80K - $100K/yr

CLIENT SUCCESS MANAGER 5ironCyber security operations solutions provide comprehensive detection and ... Companypaid health, dental and vision insurance plans for the employee * Up to a 4% 401k company ...

Zeta Global

Senior Customer Success Manager

Nashville, TN · On-site

$80K - $90K/yr

The Senior Client Success Manager will play a key role in shaping the client experience at Zeta ... Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary ...

Zeta Global

Senior Customer Success Manager

Nashville, TN · Remote

$80K - $90K/yr

The Senior Client Success Manager will play a key role in shaping the client experience at Zeta ... Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary ...

SERVPRO

Client Success Representative

Gallatin, TN · On-site +1

Serve as the first point of contact for Tier 2 insurance accounts and commercial accounts ... Continuous Improvement & Knowledge Management * Identify recurring questions or gaps in program ...

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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 Tennessee? For Insurance Client Success Manager jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Tennessee look for? The top searched job categories for Insurance Client Success Manager jobs in Tennessee are:
What cities in Tennessee are hiring for Insurance Client Success Manager jobs? Cities in Tennessee 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 Tennessee as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 92% Full Time, 5% Part Time, and 1% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.
Client Success Manager

Client Success Manager

Inhabit

Knoxville, TN • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

About Inhabit
Inhabit is a global PropTech software company serving over 5 million units in the residential and short-term rental property management industries. Our 1,500+ team members drive strategic partnerships, deliver best-in-class software solutions and services, and foster innovation and collaboration across software, payments, and insurance. Learn more at, visit inhabit.com.
About GROW
Founded in 2015, GROW Learning Management System has been helping companies shift their training culture to a positive one. Through our tidbit training model, and dashboard customization, learner engagement increases tremendously. Through ongoing delivery of fresh content, GROW provides individuals with the skills they need to reach their potential and excel within their company and beyond. Our multifamily focused training helps prepare employees in sales, safety, leadership, risk management, compliance, student housing and more! We tailor the flow of training to company specifications, resulting in a positive, engaging learner experience.
Job Description Summary
The Client Success Manager (CSM) is responsible for owning the end-to-end success of assigned client accounts utilizing the company's Learning Management System (LMS). Serving as the primary point of contact, the CSM ensures successful onboarding, adoption, engagement, retention, and growth of client accounts. This role delivers a high level of customer service by managing the full client lifecycle, including onboarding, ongoing communication, retention strategies, renewals, and accounts receivable. Acting as a trusted advisor, the CSM aligns the platform's capabilities with client operational goals such as training compliance, employee development, and performance improvement across client portfolios. The CSM proactively anticipates client needs, identifies potential risks, and resolves issues before they escalate. All client interactions are conducted in a professional, transparent, and solutions-oriented manner. Additionally, the CSM may support special projects assigned by the General Manager or VP of Operations.
What You'll Do (Functions & Responsibilities)
  • Serve as the primary point of contact for assigned client accounts, building strong relationships and acting as a trusted advisor on training strategy and LMS solutions.
  • Partner with Sales to support demos, client evaluations, and solution alignment.
  • Lead client onboarding and implementation, ensuring a smooth rollout through coordination, training, and system setup.
  • Drive client engagement and adoption by promoting platform capabilities and ensuring clients maximize the value of their LMS.
  • Proactively identify risks and opportunities within accounts, resolving issues and recommending improvements to support long-term success.
  • Manage client retention and growth through renewals, upsells and identification of opportunities to enhance training goals and services.
  • Support account operations including billing coordination, account updates, and portfolio changes while maintaining accurate records.
  • Monitor client usage and performance, providing insights and recommendations to improve engagement and outcomes.
  • Collaborate cross-functionally with Sales, Product, and Support teams to deliver a seamless and high-quality client experience.
  • Contribute to internal initiatives, documentation, and special projects as needed.
  • Any other projects or tasks assigned by the General Manager or other Inhabit team members.

What We're Looking For (Minimum qualifications)
  • 3+ years of Client Success, Account Management, or Customer Success experience in a SaaS environment.
  • Advanced working knowledge of all Microsoft Office products with a focus on Excel, Word and Teams.
  • Salesforce & ticketing system experience.
  • Strong understanding of support management principles.
  • Ability to perform mathematical calculations for creating business cases, budgets, Excel formulas, etc.
  • Proven ability to manage multiple client accounts and projects simultaneously.
  • Highly self-motivated and directed.
  • Exceptional attention to detail.
  • Experience supporting integrations or technical implementations.
  • Ability to read, analyze, and interpret common legal documents.
  • Extraordinary customer service skills.
  • Excellent verbal and written communication, as well as interpersonal skills.
  • Strong understanding of the multifamily housing or property management industry.
  • Experience working with Learning Management Systems (LMS) or training platforms, or Property Management System/Operation System is preferred.

Education Requirements
  • Bachelor's degree or equivalent work experience.

Type
  • Full Time, Salaried, Exempt

Location
  • Knoxville, TN; Plano, TX; Chandler, AZ; Alpharetta, GA
  • We have an in-office work style, with most team members working in the office from Monday to Thursday and remotely on Friday.

Benefits Include
  • Competitive Pay
  • Health Insurance: Medical, Dental, Vision and Prescription Plans
  • Health Savings Accounts
  • Flexible Spending Account
  • Dependent Flexible Spending Account
  • Critical Illness
  • Accident
  • Retirement Savings Plan (401K) with discretionary company match
  • Short and Long Term Disability
  • Company Paid $25,000.00 life insurance
  • Supplemental Life and AD&D Insurance
  • Employee Assistance Program
  • Paid Holidays
  • Paid Vacation
  • Paid Volunteer Time
  • Inhabit Employee Discount Programs

Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodation to applicants.
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