Are you a seasoned client success or relationship managementprofessional who's ready to create more ... Manage your own schedule, workremotely, and collaborate with a global team of purpose-driven ...
Are you a seasoned client success or relationship managementprofessional who's ready to create more ... Manage your own schedule, workremotely, and collaborate with a global team of purpose-driven ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ...
... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ... With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ...
... of client success. Essential Functions and Primary Duties * Under direct supervision, manages the ... With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Director of Client Success
$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 ...
Director of Client Success
$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 ...
The Senior Director of Client Success serves as the connective hub of the organization that ... insurance industry direct mail, email, and digital customer engagement management solutions for ...
The Senior Director of Client Success serves as the connective hub of the organization that ... insurance industry direct mail, email, and digital customer engagement management solutions for ...
Customer Success Manager
Richmond, VA · Remote
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
Quick apply
Customer Success Manager
Richmond, VA · Remote
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
Quick apply
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
Quick apply
This role involves developing strong client relationships, understanding their needs, and ... Life Insurance (company paid) * Short Term Disability Insurance (company paid) * Long-Term ...
Customer Success Manager
Alexandria, VA · On-site
$85K - $100K/yr
Alexandria, VA (onsite - 10 WFH days per quarter) Our association client is seeking a Customer Success Manager to develop strong, long-term customer relationships and make strategic, operational, and ...
Customer Success Manager
Alexandria, VA · On-site
$85K - $100K/yr
Alexandria, VA (onsite - 10 WFH days per quarter) Our association client is seeking a Customer Success Manager to develop strong, long-term customer relationships and make strategic, operational, and ...
As a PerformYard Customer Success Manager (CSM), You will work to build long-lasting relationships ... insurance, 401k plan, generous PTO, paid holidays and other benefits.
As a PerformYard Customer Success Manager (CSM), You will work to build long-lasting relationships ... insurance, 401k plan, generous PTO, paid holidays and other benefits.
Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
Quick apply
Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
Customer Success Manager
Arlington, VA · On-site +1
As a PerformYard Customer Success Manager (CSM), You will work to build long-lasting relationships ... insurance, 401k plan, generous PTO, paid holidays and other benefits.
Customer Success Manager
Arlington, VA · On-site +1
As a PerformYard Customer Success Manager (CSM), You will work to build long-lasting relationships ... insurance, 401k plan, generous PTO, paid holidays and other benefits.
Customer Success Manager
Woodbridge, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Quick apply
Customer Success Manager
Woodbridge, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Customer Success Manager
Middleburg, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Quick apply
Customer Success Manager
Middleburg, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Customer Success Manager
Dulles, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Quick apply
Customer Success Manager
Dulles, VA · On-site
$90K - $120K/yr
Customer Success Manager (Cisco Lifecycle & CX Focus) - Ashburn, VA (Onsite) Join our corporate ... insurance, paid time off (PTO), and 9.5 company-paid holidays. We are committed to ensuring ...
Insurance Client Success Manager information
What is the difference between Insurance Client Success Manager vs Insurance Account Executive?
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance 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 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:
Client Success Director - Remote & Flexible | Purpose-Driven Work
Leesburg, VA • On-site, Remote
Full-time
Posted 17 days ago
Job description
Are you a seasoned client success or relationship managementprofessional who's ready to create more balance, purpose, andflexibility in your career?
It's time to put the HAPPY back into work - and build a career thattruly fits your life.
If you've led teams, driven client outcomes, or managedpartnerships-but now want the freedom to design your days, workremotely, and do meaningful work that makes an impact-this could bethe fresh start you've been looking for.
At LiveHappy Initiative, we partner with experiencedprofessionals who want to leverage their leadership, communication,and client management expertise in a role that's both profitable andpurpose-driven. Through the use of award-winning personaldevelopment and leadership programs that have been transforminglives in more than 120 countries for over 20 years, you'll guide andmentor your clients as they explore and navigate their next chapters.
No commute. No rigid office hours. Just the flexibility to buildsuccess on your terms-while doing work that inspires and challengesyou, and helps others.
What you'll do
- Lead with empathy and authenticity toguide professionals through a personal discovery process thataligns their goals with proven growth frameworks.
- Oversee client engagement and long-termsuccess strategies that foster trust, retention, and measurable outcomes.
- Represent a transformational brandknown for empowering individuals to grow personally and professionally.
- Manage your own schedule, workremotely, and collaborate with a global team of purpose-driven professionals.
- Apply a consultative, strategicapproach to help clients achieve lasting success and growth.
- Thrive in a flexible, performance-basedenvironment that rewards results, not hours worked.
Requirements
What you bring
- 10+ years of professional experience in client success, customer success, accountmanagement, business development, consulting,or leadership.
- A track record of fosteringrelationships, developing others, and achieving results.
- Strong communication, emotionalintelligence, and problem-solving skills.
- Self-motivation, integrity, and theability to work independently with accountability.
- An interest in personaldevelopment, leadership growth, and meaningful,purpose-driven work.
- If you've thrived in roles like Client Success Manager, Customer Success Director, or Account Director, you'll feel right at home here.
Benefits
Training & support
You'll receive comprehensive onboarding, world-class training, andstep-by-step systems that make it simple to succeed. Accessmentorship, global events, and proven tools for marketing, clientengagement, and business growth-without cold calling or pressure selling.
Compensation & structure
This is a performance-based opportunity designed forexperienced professionals ready to take control of their time andresults. Earnings are uncapped and directly tied to performance-nothours worked. You'll enjoy remote flexibility, autonomy, and thesatisfaction of creating measurable impact in others' lives.
About LiveHappy Initiative
LiveHappy Initiative is a transformational learning anddevelopment company that helps experienced professionals reinventtheir careers through award-winning leadership and personal growthprograms-empowering them to create purpose-driven and life-changing results.
With a 20-year track record of success, our approach is used inmore than 120 countries and provides structured learning,mentorship, and support-equipping individuals to grow with clarity,confidence, and purpose.
We partner with professionals who are ready to take ownership oftheir next chapter-to pursue work that feels purposeful, live withintention, and have time for what matters most.
Because happiness at work doesn't stay at work-it shapes yourentire life. Take the initiative to LiveHappy!
Highlights
- Remote & flexible schedule - designyour work around your life
- Performance-based income with uncapped potential
- Full training, mentorship, and systems provided
- Meaningful work in the personaldevelopment and leadership industry
- Join a supportive global team ofpurpose-driven professionals
Next Step
Apply now to receive more details. If it feels like a goodmatch, we'll schedule a short introductory call to explore yourbackground, goals, and next steps.