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Insurance Client Success Manager Jobs in Virginia

MARKETview

Director of Client Success

Richmond, VA

$100K - $110K/yr

... to join our client success team in support of our college and university clients' success ... Exceptional time management skills * Desire to be curious and willingness to learn by asking ...

MARKETview

Director of Client Success

Richmond, VA · On-site

$100K - $110K/yr

... to join our client success team in support of our college and university clients' success ... Exceptional time management skills * Desire to be curious and willingness to learn by asking ...

UniFirst

Client Success Representative

Manassas, VA · On-site

$50K - $120K/yr

Cutting edge sales tools, including a data management device with CRM software * Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP ...

UniFirst

Client Success Representative

Richmond, VA · On-site

$49K - $120K/yr

Cutting edge sales tools, including a data management device with CRM software * Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP ...

Oryx Software Inc

Customer Success Manager

Mclean, VA

$65K - $75K/yr

Client Relationship Management: Build and maintain strong, lasting relationships with key clients, acting as their primary point of contact and trusted advisor. * Onboarding & Training: Facilitate ...

Oryx Software Inc

Customer Success Manager

Mclean, VA · On-site

Client Relationship Management: Build and maintain strong, lasting relationships with key clients, acting as their primary point of contact and trusted advisor. * Onboarding & Training: Facilitate ...

Wolters Kluwer

Customer Success Manager

Glen Allen, VA · On-site

At least three years in a similar role (Client Service/Account Management/Customer Success/Sales Support) * Specialized knowledge of or experience with iLien products and projects related to customer ...

New

S&P Global

Customer Success Manager

Charlottesville, VA · On-site

$59K - $84K/yr

Your focus may include client migrations, onboarding new users, or supporting global strategic ... Customer Success or account management certification (such as Customer Success Association ...

New

Spgi

Customer Success Manager

Charlottesville, VA · On-site

$59K - $84K/yr

Your focus may include client migrations, onboarding new users, or supporting global strategic ... Customer Success or account management certification (such as Customer Success Association ...

New

Genlogs

Customer Success Manager

Richmond, VA · On-site

Customer Success Manager GenLogs is a hardware, software, and data company building the next ... Transportation/logistics or commercial auto insurance experience preferred. Benefits Healthcare * ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Virginia

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 Virginia?

For Insurance Client Success Manager jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Virginia look for?

The top searched job categories for Insurance Client Success Manager jobs in Virginia are:

What cities in Virginia are hiring for Insurance Client Success Manager jobs?

Cities in Virginia with the most Insurance Client Success Manager job openings:

Insurance Client Success Manager jobs near you

Director of Client Success

MARKETview

Richmond, VA

$100K - $110K/yr

Full-time

Re-posted 18 days ago

Job description

MARKETview Education Partners is seeking bright, talented and motivated individuals to join our client success team in support of our college and university clients' success. Individuals will becritical contributors to a fast-growing, early-stage education technology business and will have the unique benefit of joining a supportive and collaborative team of experienced professionals on the ground level.

As an essential member of the client-facing team, individuals will be responsible for developing and maintaining relationships with our college and university partners. Individuals will play a key role in ensuring each client delivery and engagement is providing ample value.

Responsibilities:

  • Serve as an advocate for each client, ensuring they receive the highest standards of service
  • Build trust and strengthen relationships by establishing a deep understanding of each client's goals and keeping those goals at the forefront of the partnership
  • Maintain regular contact with clients, serving as the day-to-day point of contact and relationship manager
  • Provide campus leadership with objective data and actionable insights that will lead to better decision making
  • Work cross-functionally with Data and Analytics, Marketing and Business Development teams to ensure clients receive maximum value
  • Encourage client usage of the MARKETview platform and drive client participation in events, meetings and other engagement opportunities
  • Contribute to the client service roadmap, helping to guide product enhancements and development
  • Utilize internal systems, processes and tracking for optimal client engagement


Minimum Requirements:

  • Bachelor's degree
  • Minimum of 5-10 years experience in client relationship management, account management, or customer success roles
  • Sharp analytical skills with the ability to interpret client data and translate it to meaningful insights
  • A passion for serving clients and helping them achieve success
  • Highly organized and keen attention to detail
  • Critical thinking and problem-solving skills
  • Exceptional time management skills
  • Desire to be curious and willingness to learn by asking thoughtful questions
  • Positive and motivated attitude
  • Desire to help build the client service culture, grow career and expand client leadership skills


Preferred Experience:

  • Experience in supporting and serving a senior-level team
  • Experience serving institutions of higher education


Bonus Experience:

  • Working in data-driven environments
  • Using market leading CRM(s) and web conferencing platform(s)


Why MARKETview Education Partners?

The MARKETview team is united by a common passion toincrease higher education access while improving the performance of colleges and universities and the educational outcomes for students and families. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitment to their goals and success. We are looking for equally passionate team members with a similar disposition and willingness to put the success of others - partners and teammates - before their own. If this is you, you'll fit right in.


Job Type:Full-time, on-site

Location: Richmond, VA

Salary Range: $100,000 to $110,000 (depending on education and experience)

Equal Opportunity

MARKETview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Employment Type: FULL_TIME

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