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Insurance Client Success Manager Jobs in Texas (NOW HIRING)

Client Success Manager II

Austin, TX ยท Hybrid

$75K - $100K/yr

We're looking for a Client Success Manager II to join our growing Client Success team. Do you love real estate? Do you enjoy talking to clients a lot? Are you hyper-organized, and project oriented?

Client Success Manager II

Austin, TX ยท Hybrid

$75K - $100K/yr

We're looking for a Client Success Manager II to join our growing Client Success team. Do you love real estate? Do you enjoy talking to clients a lot? Are you hyper-organized, and project oriented?

The Opportunity Rystad Energy is seeking a dynamic individual to join our Houston or New York-based Sales & Marketing team as a Senior Client Success Manager. You will be responsible for developing ...

Learn to manage relationships, resolve concerns, and guide clients toward success * Support experienced Client Success Managers while developing your own book of business * Engage clients through ...

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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:
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.

Principal Client Success Manager

Motif India Infotech

Austin, TX โ€ข On-site

$150K - $160K/yr

Other

Posted 28 days ago


Job description

Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Senior Client Success Manager working remotely, in the United States (some restriction apply). you'll be a part of bringing humanity to business. #experienceTTEC

What You'll be Doing

Looking for an opportunity to manage client relationships? Do you have a passion to motivate others? You'll work closely with clients to discuss goals and needs, make sure your team is aligned with new information on projects, and actively work to improve processes and performance to enhance results. You'll ensure a healthy, continuous relationship with the client, as you are the face of TTEC, as well as playing an active role in developing your team and motivating them to reach for amazing.

You'll report to the Vice President, Client Success - Tolling/Transportation. You'll make an impact through your client and team relationships, encouraging and motivating your team to resolve issues, accomplish goals and influence their career mobility.

During a Typical Day, You'll

  • Primary point of contact for all client communications and/or concerns. Oversee contract governance, preparation of documentation, statement of work, change requests and other contract documentation
  • Lead project initiatives, attend client-related meetings, manage requirement changes, develop action plans, lead client-facing meetings, quarterly business reviews, site visits and other sessions
  • Manage waiver and exclusion requests process as it relates to performance
  • Reviews and understands the project P&L to ensure knowledge of project costs and maximize revenue and profitability
  • Develops plans and implements processes and procedures to achieve a higher level of efficiency in the project.
  • Participates in biweekly reconciliations with the client to reconcile and confirm project hours.
  • Develops, reviews and delivers the monthly invoice to the client.
  • Demonstrated ability to clearly and concisely express ideas and concepts verbally and in writing and adopts writing style and language to fit the situation/audience.
  • Demonstrated leadership skills to effectively develop and lead a high-performing team in the meeting function/department/company short-term goals and objectives.
  • Demonstrated change management aptitude and ability. Takes a proactive role in bringing about change, applying new ways to develop the business through improved management of people and processes.
  • Ability to proactively develop and maintain solid business partnerships to ensure success in balancing the department and customer needs with the legal and financial expectations of the organization and ensure needed business outcomes.

ย What You Bring to the Role

  • 6 years of experience in project implementation and operation in the payment processing and customer service industry or similar industry.
  • 4 years experience as a project manager for at least one project of ten million dollars or more in value
  • Great organizational and planning skills
  • Customer focused mindset
  • Excellent planning organizing and analytical skills
  • Continuously promote a performance-driven culture and always work towards reaching for amazing


    ย 

The anticipated range is $150,000-$160,000.00. Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.
ย 

About TTEC Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.