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Insurance Client Success Manager Jobs in Texas (NOW HIRING)

JustPark, Inc

Client Success Manager

Dallas, TX · On-site

... success, account management, or client-facing SaaS role. * Comfortable managing a multi-product ... Pet insurance and discount plans Look after the pennies * 401(k) retirement and savings plan

JustPark

Client Success Manager

Dallas, TX · On-site

... success, account management, or client-facing SaaS role. * Comfortable managing a multi-product ... Pet insurance and discount plans Look after the pennies * 401(k) retirement and savings plan

JustPark

Client Success Manager

Dallas, TX · On-site

... success, account management, or client-facing SaaS role. * Comfortable managing a multi-product ... Pet insurance and discount plans Look after the pennies * 401(k) retirement and savings plan

JustPark

Client Success Manager

Dallas, TX · On-site

... success, account management, or client-facing SaaS role. * Comfortable managing a multi-product ... Pet insurance and discount plans Look after the pennies * 401(k) retirement and savings plan

J.P. Morgan

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 ...

Next Frontier Capital

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 ...

Intrascloudservices

Client Success Manager

Dallas, TX · On-site

Country United States About This Role Intras Cloud Services (ICS) is on a 10x trajectory -- and we're hiring a Client Success Manager: a hands‑on individual contributor who owns the client journey ...

Bazaarvoice

Client Success Manager

Austin, TX · Remote

$70K - $76K/yr

Manage the client lifecycle across a portfolio of named enterprise accounts, maintaining a strict ... Act as the business success expert to guide, educate, and partner with clients on marketing best ...

Aldridge

Account Manager (2108)

San Antonio, TX · On-site

... on client success. You will be responsible for addressing client concerns, troubleshooting ... You'll manage recurring account activities, facilitate Business Reviews (BRs), support roadmap ...

Inhabit

Client Success Manager I

Plano, TX · On-site

... and insurance. Learn more at www.inhabit.com. About ResMan ResMan is a provider of cloud-based ... Client Success Manager I builds and maintains strong client relationships to ensure customers ...

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 ...

Indeed Flex

Client Success Manager

Austin, TX · On-site

What you'll need * 1+ year of experience in Account Management, Customer Success, Client Services, or a similar customer-facing role, preferably within staffing, recruitment, workforce solutions ...

Gartner

Client Success Manager

Irving, TX · On-site +1

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 ...

Gartner

Client Success Manager

Irving, TX · On-site +1

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 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 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 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 September 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 9% Hybrid, and 21% Remote job distribution.

Client Success Manager

Dallas, TX • On-site

Intras Cloud Services
IT Services • 1 - 10 employees
Learn more about Intras Cloud Servicesexternal

Other

Re-posted 2 days ago

Job description

About This Role

Intras Cloud Services (ICS) is on a 10x trajectory — and we're hiring a Client Success Manager: a hands‑on individual contributor who owns the client journey for a portfolio of accounts, from delivery through the long‑term relationships that make that growth real, one client at a time.

This is the person clients call first and trust most. Three things must be unmistakable about this role:

  • You OWN your accounts. You are the single point of accountability for the clients in your portfolio – their delivery, their outcomes, their renewals, and their trust. When something needs to happen, you make it happen.
  • You’re HANDS‑ON. You roll up your sleeves on real engagements with real clients every day—kickoffs, project management, go‑lives, QBRs, and the hard conversations. This is a doing role, not a directing one.
  • You’re the VOICE OF THE CLIENT. You sit close to delivery and surface what you hear from clients, turning real signal into input that shapes how ICS serves them better.
What You’ll Own
  • The full client relationship for your portfolio—through kickoffs, project management, go‑lives, renewals, and the quiet stretches in between.
  • Delivery outcomes for your accounts—coordinate with engineering delivery teams, keep work on‑time and on‑budget, and drive issues to resolution.
  • Client health and retention—spot risk early, act before it becomes churn, and create expansion opportunities where they are real.
  • A proactive, not reactive, client posture—anticipate needs, surface risks early, and act before issues become escalations.
  • QBRs and executive touchpoints—build the deck and run the room.
  • A voice‑of‑the‑client feedback loop—translate what you hear into actionable input for delivery and product.
  • Adoption and value realization—ensure clients actually get what they’re paying for.
  • Coordinate vendor outreach and manage quote workflows end‑to‑end to support efficient, timely, and high‑quality customer expansion outcomes.
Who We’re Looking For
  • 2–4 years in client success, account management, or services delivery at a cloud services / MSP / IT services firm.
  • Exposure to our industry (cloud, cybersecurity, modern workplace) and comfort building credibility in our clients’ industries (hospitality and financial services).
  • A track record of owning client relationships and delivery outcomes—keeping accounts healthy, renewed, and growing.
  • Comfortable being the senior ICs voice in a client room and the one writing the QBR deck.
  • Genuinely AI‑forward in how you operate, not just in how you talk.
  • Wants to do the work that matters, hands‑on, every day.
How We’ll Measure Success
  • Client retention, renewal, and expansion across your portfolio.
  • On‑time / on‑budget delivery and exceptional NPS/CSAT for your accounts.
  • Strong, durable client relationships that survive the quiet quarters.
  • Client signal surfaced into delivery and product decisions.
  • Quantifiable contribution to the 10x plan.
Tech Stack

You’ll be delivering around Microsoft Azure, Entra ID, M365 and Modern Workplace, SharePoint, Intune, cybersecurity tooling (identity, endpoint, and security posture), and the Zoho platform—real Microsoft‑cloud-and-security work mid‑market clients actually need.

Why ICs

Honestly real ownership, day one. These are your accounts. You’ll live with the outcomes—and get the credit when they’re great. Direct line to clients and leadership. You’ll work with senior engineers and your clients’ decision‑makers, and your client signal helps shape where ICs goes. Genuinely AI‑forward, not AI‑flavored.

Not a Fit

If you need a big‑company process to hide behind, you don’t want to be hands‑on—this is a doing role, every day; you expect a fully‑built playbook or a quiet quarter; or you haven’t sat across from a client as a senior, trusted voice; or you want fully‑remote—the role is in Dallas, in‑office.

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