Client Success Manager
Richardson, TX ยท On-site
The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...
Richardson, TX ยท On-site
The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...
Richardson, TX ยท On-site
The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...
Houston, TX ยท On-site
$16 - $18/hr
Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...
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Houston, TX ยท On-site
$16 - $18/hr
Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...
Houston, TX ยท On-site
$16 - $18/hr
Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...
Quick apply
Houston, TX ยท On-site
$16 - $18/hr
Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...
Dallas, TX ยท Remote
$110K - $130K/yr
The Client Success Manager must have an in-depth understanding of revenue cycle management (RCM ... Company wellbeing program with health insurance incentives. What's Next? If you're ready to bring ...
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Dallas, TX ยท Remote
$110K - $130K/yr
The Client Success Manager must have an in-depth understanding of revenue cycle management (RCM ... Company wellbeing program with health insurance incentives. What's Next? If you're ready to bring ...
Irving, TX ยท On-site
$65K - $75K/yr
Client Success Manager Are you a pro at building relationships and helping clients succeed? Our client in Irving, Texas is looking for a Client Success Manager to partner with our top 50 clients. You ...
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Irving, TX ยท On-site
$65K - $75K/yr
Client Success Manager Are you a pro at building relationships and helping clients succeed? Our client in Irving, Texas is looking for a Client Success Manager to partner with our top 50 clients. You ...
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Quick apply
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Dallas, TX ยท On-site
Client Success Manager Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you ...
Austin, TX ยท Remote
$75K - $80K/yr
Client Success Manager Location: Remote Classification: Full Time Reports To : VP of Financial ... HUB is a global insurance and employee benefits broker, providing a broad array of property ...
Austin, TX ยท Remote
$75K - $80K/yr
Client Success Manager Location: Remote Classification: Full Time Reports To : VP of Financial ... HUB is a global insurance and employee benefits broker, providing a broad array of property ...
San Antonio, TX ยท On-site
Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...
San Antonio, TX ยท On-site
Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...
Position Summary The Strategic Client Success Manager (SCSM) is responsible for providing superior support to Leap\'s Strategic and highest-valued clients. They are accountable for deeply ...
Position Summary The Strategic Client Success Manager (SCSM) is responsible for providing superior support to Leap\'s Strategic and highest-valued clients. They are accountable for deeply ...
Dallas, TX ยท Hybrid
As the primary voice for our clients, the Client Success Manager works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible ...
Dallas, TX ยท Hybrid
As the primary voice for our clients, the Client Success Manager works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible ...
Dallas, TX ยท On-site
As the primary voice for our clients, the Client Success Manager works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible ...
Dallas, TX ยท On-site
As the primary voice for our clients, the Client Success Manager works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible ...
Dallas, TX ยท 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 ...
Dallas, TX ยท 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 ...
Houston, TX ยท 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 ...
Houston, TX ยท 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 ...
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 ...
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 ...
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 ...
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 ...
Dallas, TX ยท On-site
Client Success Manager Are you aclient advocate,focused on driving valuable business outcomes,a goodlistenerand passionate about helping companiesdrive the most value from Pereview?Do you thrive in a ...
Dallas, TX ยท On-site
Client Success Manager Are you aclient advocate,focused on driving valuable business outcomes,a goodlistenerand passionate about helping companiesdrive the most value from Pereview?Do you thrive in a ...
Amarillo, TX ยท On-site
Job Summary The Client Success Manager is responsible for developing and managing long-term relationships with key decision-makers within assigned customer accounts, including strategic clients in a ...
Amarillo, TX ยท On-site
Job Summary The Client Success Manager is responsible for developing and managing long-term relationships with key decision-makers within assigned customer accounts, including strategic clients in a ...
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance 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.

Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of accountability, engagement, and continuous improvement
Analyze, compile, and present call center performance data; ensure accuracy of reporting and database integrity
Develop and manage training plans, meeting agendas, and onboarding programs critical to departmental success
Plan, prioritize, and delegate workflow to ensure operational efficiency and service-level adherence
Support specialists during complex or escalated client interactions; resolve issues beyond frontline authority
Develop and execute strategies to meet or exceed departmental KPIs
Design and implement client satisfaction surveys and scoring methodologies to drive service improvements
Monitor team performance and service levels; implement corrective action plans when necessary
Review client accounts to identify improvement opportunities and provide procedural guidance to staff
Create, maintain, and enforce departmental documentation, SOPs, and compliance standards
Conduct monthly one-on-one coaching sessions with direct reports
Ensure timely resolution of escalated internal and external client matters
Collaborate with cross-functional leaders to improve overall client success and retention
Ensure accurate and timely completion of employee timecards
Perform additional duties as assigned to support department operations.
Education amp; Skills:
Bachelorโs degree in Business Administration or a related field (preferred)
2โ5 years of experience in a call center management role (required)
2โ5 years of experience in a call center environment (required)
Strong knowledge of people management, performance metrics, and operational best practices
Demonstrated analytical, decision-making, and problem-solving skills
Advanced organizational and time-management abilities
Proficiency in Microsoft Office, SharePoint, CRM/client service platforms, and reporting tools
Excellent written and verbal communication skills
Bilingual (Spanish) preferred
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Richardson, TX, US
2018