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Insurance Client Success Manager Jobs in Tennessee

Visalaw AI

Customer Success Manager

Memphis, TN · On-site +1

Position Overview We are seeking a driven and client-focused Customer Success Manager to join our ... health insurance Voluntary dental and vision 401(k) retirement plan Flexible PTO Remote work ...

Visalaw AI

Customer Success Manager

Memphis, TN · On-site

Position Overview We are seeking a driven and client-focused Customer Success Manager to join our ... health insurance Voluntary dental and vision 401(k) retirement plan Flexible PTO Remote work ...

Unum UK

Director, Client Success

Chattanooga, TN

This position may lead front line teams and/or managers who are leading teams consisting of ... Strong knowledge of the insurance business, the company's operating structure, product offerings ...

HealthTrust

VP Client Success

Franklin, TN · On-site

Serve as liaison to HealthTrust Performance Group Management to ensure clarity of messaging and ... Additional benefits for fertility and family building, adoption assistance, life insurance ...

HEALTHSTREAM INC

Success Manager

Nashville, TN · On-site +1

Comprehensive Insurance Plans * Mental and Physical Health Support * Work-from-home flexibility ... Position Information Position Overview The Success Manager plays a pivotal role to assure a ...

HEALTHSTREAM INC

Success Manager

Nashville, TN · Hybrid

Comprehensive Insurance Plans * Mental and Physical Health Support * Work-from-home flexibility ... Position Information Position Overview The Success Manager plays a pivotal role to assure a ...

HealthTrust

VP Client Success

Murfreesboro, TN

Serve as liaison to HealthTrust Performance Group Management to ensure clarity of messaging and ... Additional benefits for fertility and family building, adoption assistance, life insurance ...

HealthTrust

VP Client Success

Lebanon, TN

Serve as liaison to HealthTrust Performance Group Management to ensure clarity of messaging and ... Additional benefits for fertility and family building, adoption assistance, life insurance ...

HEALTHSTREAM INC

Success Manager

Nashville, TN · On-site +1

Comprehensive Insurance Plans * Mental and Physical Health Support * Work-from-home flexibility ... Position Information Position Overview The Success Manager plays a pivotal role to assure a ...

HEALTHSTREAM INC

Success Manager

Nashville, TN · Hybrid

Comprehensive Insurance Plans * Mental and Physical Health Support * Work-from-home flexibility ... Position Information Position Overview The Success Manager plays a pivotal role to assure a ...

HealthTrust

VP Client Success

Nashville, TN

Serve as liaison to HealthTrust Performance Group Management to ensure clarity of messaging and ... Additional benefits for fertility and family building, adoption assistance, life insurance ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Tennessee

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

Customer Success Manager

Visalaw AI

Memphis, TN • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Job description

About Visalaw.ai

Visalaw AI is a cutting-edge legal tech startup that leverages the power of artificial intelligence to revolutionize immigration law practice. Our platform is designed to streamline processes, improve accuracy, and enhance the client experience for law firms specializing in immigration law. We are passionate about the intersection of AI and legal practice and are dedicated to positively impacting the legal industry.

Position Overview

We are seeking a driven and client-focused Customer Success Manager to join our growing team. This role reports to our CS leadership and works closely alongside a peer CSM to deliver an exceptional experience across our portfolio of law firm clients. The position can be based in Memphis, TN, or remote for the right candidate.

The Customer Success Manager is a key executor of our client success playbook, responsible for onboarding, retaining, and supporting law firms as they adopt and grow with the Visalaw AI platform. You'll work within an established structure while contributing ideas that help the team continuously improve.

If you are passionate about AI, legal technology, and building meaningful client relationships, we want to hear from you. Experience in immigration law or legal services is a strong plus.


Responsibilities

Client Onboarding & Implementation: Guide new clients through a structured onboarding process, ensuring a smooth transition onto the Visalaw.ai platform. Provide hands-on training and follow-up support to set each firm up for success from day one.

Ongoing Relationship Management: Serve as a dedicated point of contact for an assigned portfolio of law firm clients, managed collaboratively alongside a peer CSM. Conduct regular check-ins and proactive outreach to ensure satisfaction and continued platform adoption.

Retention & Renewal: Monitor client health and usage to identify at-risk accounts. Escalate concerns to CS leadership and execute agreed-upon action plans to resolve issues and support renewals.

Expansion Awareness: Surface and flag client expansion opportunities, such as increased usage or interest in additional features, to CS leadership and the sales team for follow-up.

Voice of the Customer: Gather and relay client feedback to help leadership and the product team understand platform performance, pain points, and improvement opportunities. Be the client's internal advocate.

Documentation & Resources: Contribute to the development and upkeep of help guides, onboarding materials, FAQs, and best practice resources that empower clients to get the most out of Visalaw.ai.

Cross-Functional Collaboration: Work closely with your peer CSM, fractional CS leader, and the sales, product, and engineering teams to ensure a seamless and cohesive client experience.

Continuous Learning: Stay current on developments in AI, immigration law, and legal tech to better serve clients and anticipate their evolving needs.

Requirements

Bachelor's degree or equivalent experience

2-4 years of experience in customer success, account management, or client services - preferably in a SaaS or legal tech environment

Experience in or strong familiarity with immigration law (paralegal, legal assistant, or firm operations background is a plus)

Exceptional communication and relationship-building skills

Strong organizational skills and ability to manage a defined portfolio of accounts simultaneously

Comfortable working within established processes while contributing ideas for improvement

Experience using CRM tools (HubSpot, Salesforce, or similar)

Proactive problem-solver who thrives in a collaborative, fast-paced startup environment

Benefits

Competitive salary

Employer-sponsored health insurance

Voluntary dental and vision

401(k) retirement plan

Flexible PTO

Remote work flexibility

Apply