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Insurance Client Success Manager Jobs in Virginia

MARKETview

Director of Client Success

Richmond, VA · On-site

... 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

... 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 ...

360clean - 8322

QC Operations Manager

Roanoke, VA

$48K/yr

Dental insurance * Flexible schedule * Free food & snacks * Free uniforms * Health insurance ... Work closely with the Operations & Client Success Manager and supervisors to maintain service ...

Datavant

Customer Success Manager

Richmond, VA · Remote

Facilitate regular client engagements including cadence meetings, QBRs, reporting, training, and ... Comprehensive health, dental, and vision insurance * Unlimited paid time off (PTO) plan, plus ...

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Insurance Client Success Manager information

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 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 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

Customer Success Manager

Darktrace Limited

Arlington, VA

$100K - $115K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description

Customer Success Manager

Darktrace is a global leader in AI for cybersecurity that keeps organizations ahead of the changing threat landscape every day. Founded in 2013, Darktrace provides the essential cybersecurity platform protecting nearly 10,000 organizations from unknown threats using its proprietary AI. The Darktrace Active AI Security Platform™ delivers a proactive approach to cyber resilience to secure the business across the entire digital estate – from network to cloud to email. Breakthrough innovations from our R&D teams have resulted in over 200 patent applications filed. Darktrace's platform and services are supported by over 2,400 employees around the world.

In the Customer Success role, you will be managing a variety of named accounts across our global customer base. You will be responsible for driving adoption and outcomes leading to renewals, expansion, and advocacy across your portfolio. Commission will be awarded for increasing Net Revenue Retention (NRR) within your portfolio, by identifying and driving upsells and renewals, based on a quarterly quota. You should have a passion to learn about cyber security and AI, while always wanting to deliver the best service to our customers.

Key Duties & Responsibilities

  • As a Customer Success Manager, you will manage a portfolio of 30-40 existing Darktrace customers to maximize their utility from Darktrace deployments and grow their Annual Recurring Revenue (ARR). You will report to the Director of Customer Success and collaborate with Sales, Technical Resources, and Cyber Threat Analysts.
  • Conduct business reviews with client executive leadership and health checks on the deployment to drive satisfaction and desired business outcomes.
  • Present, discuss, and demonstrate Darktrace cyber threat defense solutions to CISOs and information security experts as required.
  • Identify, nurture, and negotiate upsell and cross-sell opportunities by aligning our suite of products to our customers' evolving use cases and needs.
  • Ensure customers are set up for success and facilitate the renewal at the end of the subscription term.
  • Analyze customer engagement levels to assess risk and execute action plans to progress account health.
  • Manage customer escalations to resolution, leveraging cross-functional teams within the business.
  • Mentor developing Customer Success Managers on the team by sharing best practices and helping ramp up new team members.

Qualifications & Experience

  • 2-4 years of work experience in a role that encompasses Customer Success, Project Management, Business Development, Technical Account Management, Client Service or Consulting.
  • Strong communication and presentation skills, with the ability to effectively communicate with senior business professionals across every industry vertical.
  • Familiarity with enterprise networking technology (preferred, not required) and a foundational understanding of cybersecurity concepts.
  • Strong time management skills, self-motivation, and the ability to work effectively as part of a team.

Compensation: $100,000 - $115,000 base + commission. Final offer will be determined based on years of experience and location.

Benefits:

  • 100% medical, dental and vision insurance, plus dependents
  • Paid parental leave
  • Pet insurance discount
  • Life insurance
  • Commuter benefits
  • 401(k)
  • Employee Assistance Program

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