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Insurance Client Success Manager Jobs in Texas (NOW HIRING)

DebtBlue LLC

Client Success Manager

Richardson, TX

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 ...

IMPACT DIRECTORS LLC

Client Success Manager

Houston, TX · 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 ...

IMPACT DIRECTORS LLC

Client Success Manager

Houston, TX · 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 ...

Pereview Software

Client Success Manager

Dallas, TX · 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 ...

Pereview Software

Client Success Manager

Dallas, TX · 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 ...

Pereview Software

Client Success Manager

Dallas, TX · 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 ...

TDIndustries

Client Success Manager

San Antonio, TX · 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 ...

TDIndustries

Client Success Manager

Amarillo, TX · 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 ...

Bankjoy

Client Success Manager

Austin, TX · On-site

Position Overview We are looking for a Client Success Manager to join our growing CSM team as we scale our client base across credit unions and community banks nationwide. You will own a portfolio of ...

Milliman

Client Success Manager (MedInsight)

Dallas, TX · 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 ...

Milliman

Client Success Manager (MedInsight)

Houston, TX · 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 ...

Pereview Software

Client Success Manager

Dallas, TX · 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 ...

JPMorgan Chase & Co

Client Success Manager

Plano, TX · On-site

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of ...

J.P. Morgan

Client Success Manager

Plano, TX

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of ...

JPMorgan Chase & Co.

Client Success Manager

Plano, TX · On-site

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of ...

JP Morgan Chase

Client Success Manager

Plano, TX

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of ...

ALDRIDGE

Client Success Manager (2108)

San Antonio, TX · Hybrid

Technical Client Success Manager Aldridge is a forward-thinking organization dedicated to delivering innovative technology solutions and exceptional service to our clients. We are looking for a ...

Aldridge

Client Success Manager (2108)

San Antonio, TX · On-site

Technical Client Success Manager Aldridge is a forward-thinking organization dedicated to delivering innovative technology solutions and exceptional service to our clients. We are looking for a ...

Gartner, Inc.

Client Success Manager

Irving, TX · On-site

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

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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 Texas? For Insurance Client Success Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Texas look for? The top searched job categories for Insurance Client Success Manager jobs in Texas are:
What cities in Texas are hiring for Insurance Client Success Manager jobs? Cities in Texas 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 Texas as of July 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 79% In-person, 6% Hybrid, and 15% Remote job distribution.
Client Success Manager

Client Success Manager

DebtBlue LLC

Richardson, TX

Full-time

Re-posted 12 days ago

Job description

DebtBlue, LLC (DB) is a fast-growing debt settlement organization committed to helping individuals and families regain financial stability. We restore peace to those facing uncertainty and help clients build a positive financial future. We are driven by integrity, excellence, compassion, and a positive attitude. If these values resonate with you, we invite you to become a DebtBluer.
Job Summary:
DebtBlue, LLC is seeking a motivated and experienced Call Center Client Success Manager to lead our Client Success Department. This role is responsible for driving service excellence, operational efficiency, and team development while improving client satisfaction and departmental performance. 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 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:

  • Bachelor’s degree in Business Administration or a related field (preferred)

  • 2–5 years of experience in a call center management role (required)

  • 2–5 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

  • Career development and advancement opportunities
DebtBlue, LLC is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected status. Employment decisions are based on business needs, job requirements, and individual qualifications.

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