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Insurance Client Success Manager Jobs in Virginia

Customer Success Manager

Richmond, VA · On-site

$73K - $137K/yr

The Customer Success Manager will be responsible for generating repeatable strategy of technology ... Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success

Customer Success Manager

Richmond, VA · On-site

$73K - $137K/yr

The Customer Success Manager will be responsible for generating repeatable strategy of technology ... Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success

Member Success Manager Range is creating AI-powered solutions to eliminate financial complexity for ... Benefits * Health & Wellness: 100% employer-covered medical insurance for employees (75% for ...

Member Success Manager Range is creating AI-powered solutions to eliminate financial complexity for ... Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents ...

The Customer Success Manager will be responsible for generating repeatable strategy of technology ... Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success

... by the client that can be leveraged for renewals and business growth discussions. * Identify ... to manage them differently * Experience with Totango or other customer success platforms MIN: 90K ...

Partner Success Manager

Richmond, VA · On-site

$90K - $130K/yr

We provide continuous training and mentorship to support your journey to success as a sales ... client's business needs * Readiness to think strategically to help close deals using technical ...

Partner Success Manager

Richmond, VA · On-site

$90K - $130K/yr

We provide continuous training and mentorship to support your journey to success as a sales ... client's business needs * Readiness to think strategically to help close deals using technical ...

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

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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:
Customer Success Manager

Customer Success Manager

Kastle Systems

Falls Church, VA

Other

Posted 11 days ago


Kastle Systems rating

9.2

Company rating: 9.2 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

3rd of 100 rated security


Job description

Kastle Systems Account Manager

Join the leader in providing smarter solutions for a safer world. The property technology space is growing rapidly, and Kastle Systems is leading the way. Kastle Systems is the leader in managed security, with a track record of introducing innovative technologies to serve over 460M square feet of real estate globally. Clients span the commercial and multifamily real estate, education, and construction industries and the customers they serve. Delivering a world class customer experience drives everything we do, and Kastle's mission is to be our customers' best service provider and to ensure that their security the most effective, efficient and convenient. Kastle's integrated security solution, including access control, video, and remote video monitoring, significantly reduces costs and improves the critically important 24x7 performance for building owners, developers and tenants.

Responsibilities
  • Serves as the primary point of contact and builds long-term relationships with customers.
  • Act as client's advocate within Kastle and ensure that all aspects of our services are delivered as expected to clients; develop a deep understanding of the client's security and facilities needs and provide advice on Kastle-centric and industry best practices.
  • Utmost responsiveness to client calls and emails – addressing needs as the primary point-of-contact for support for the client. Assist in coordination of responses related to areas outside of primary responsibilities, for issues such as installation project status and on-time completion, support issues escalation, sales opportunities follow up, etc.
  • Travels to client sites for training, installation support, quarterly check-ins, and to meet client needs as they arise.
  • Monitors and analyzes customer's usage of our service.
  • Develop cross-functional relationships with Business Development Managers, Project Managers, Field Service technicians, the Client Services team, and the Kastle Operations Center to ensure an exceptional experience for clients with all aspects of their Kastle experience; support these other teams as a conduit to the client.
  • Client relationship management, with significant focus on the business relationship in order to drive a 95% client retention and renewal rate, as well as an average 2% renewal revenue increase through annual (contractually agreed) price increase across the account base.
Qualifications
  • Bachelor's degree preferred
  • 2-4 years of Account Management/Customer Success Management experience
  • Ability to create, maintain, and enhance customer relationships
  • Professional, polished in appearance and able to communicate in a detailed and articulate manner
  • Technical competence (understanding of software, hardware, networks, etc.)
  • Detail oriented, motivated, persistent and a skilled negotiator
  • High level of initiative, self-directed, and works well in a team environment
  • Experience training customers on the use of technology
  • Experience in navigating through complex set of legacy and current technology platforms (Microsoft Dynamics CRM, AX, and proprietary software, among others).
  • Must be able to work overtime, weekends, and/or nights when required.

The property technology space is growing rapidly, and Kastle Systems is leading the way. Kastle Systems is the leader in managed security, with a track record of introducing innovative technologies to serve over 460M square feet of real estate globally. Clients span the commercial and multifamily real estate, education, and construction industries and the customers they serve. Delivering a world class customer experience drives everything we do, and Kastle's mission is to be our customers' best service provider and to ensure that their security the most effective, efficient and convenient. Kastle's integrated security solution, including access control, video, and remote video monitoring, significantly reduces costs and improves the critically important 24x7 performance for building owners, developers and tenants.

Equal Opportunity Statement

At Kastle, we believe that diversity makes us stronger - at work and in the world. Kastle Systems International, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, marital status, pregnancy or any other basis protected by applicable federal or state laws.