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Insurance Client Success Manager Jobs in Virginia

Customer Success Manager

Richmond, VA ยท On-site

$80 - $100/hr

Customer Success Manager Location: Atlanta Job Tags: Product About the Role GenLogs is a hardware ... Transportation/logistics or commercial auto insurance experience preferred. Benefits Healthcare * ...

QC Operations Manager

Roanoke, VA ยท On-site

$42K/yr

... Client Success Manager and supervisors to maintain service quality Coach teams in the field and ... insurance stipend $3,000 per year Company phone and laptop Clear opportunity for growth and ...

QC Operations Manager

Roanoke, VA ยท On-site

$42K/yr

... Client Success Manager and supervisors to maintain service quality Coach teams in the field and ... insurance stipend $3,000 per year Company phone and laptop Clear opportunity for growth and ...

Define and communicate what success looks like for each client -- tied to the specific reasons they bought LightTable -- and build a shared roadmap to get there. * Run regular check-ins that go ...

Customer Success Manager

Richmond, VA ยท On-site

$70 - $90/hr

We work directly with brokers, carriers, shippers, insurance companies, and ports to define ... ABOUT THE JOB The primary focus of the Customer Success Manager role is to provide worldโ€‘class ...

Member Success Manager At Range, we're building towards a world where anyone can live the financial ... Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents ...

Understand each client's business goals, KPIs, and how our AI solution fits into and accelerates ... Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital ...

About the role We are looking for a Member Success Manager to join Range, who will lead outreach ... Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents ...

Showing results 41-60

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 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

Front Door Defense

Richmond, VA โ€ข On-site

$80 - $100/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


Job description

Customer Success Manager

Location: Atlanta

Job Tags: Product

About the Role

GenLogs is a hardware, software, and data company building the next generation of Truck Intelligenceโ„ข. Our mission is to build unbreakable supply chains in order to make our world safer and stronger. Through a nationwide network of sensors, we help our customers source carriers, eliminate fraud and theft, and provide real-time visibility on every truck in America. By operating at the intersection of edge sensing, computer vision, AI-driven analytics, and large-scale field deployment, GenLogs is transforming how transportation data is captured, secured, and commercialized.

The primary focus of the Customer Success Manager role is to provide worldโ€‘class customer experience for our growing customer base. As a CSM, you will own a portfolio of Midโ€‘Market logistics customers and be responsible for driving adoption, customer outcomes, and longโ€‘term retention. You will act as the primary point of contact for your customers, understand each customerโ€™s operational workflows and business goals, and ensure they realize measurable value from GenLogsโ€™ Truck Intelligenceโ„ข platform.

Responsibilities
  • Midโ€‘Market Account Management: Manage a book of business across Midโ€‘Market logistics customers.
  • Implementation and activation: Own onboarding and implementation efforts for new customers, ensuring successful setup, user activation, and operational integration.
  • Training and enablement: Develop and execute scalable customer success playbooks, workflows, and training resources that drive product adoption.
  • QBRs and business alignment: Conduct regular customer checkโ€‘ins and business reviews focused on KPIs, usage trends, outcomes achieved, and future objectives.
  • Expansion and renewal: Identify growth opportunities through customer usage patterns, evolving business priorities, and stakeholder feedback. Drive renewals and expansion opportunities while partnering with Sales on larger opportunities.
  • Crossโ€‘functional collaboration: Work closely with Support, Product, Engineering, and Data teams to resolve customer challenges and communicate customer feedback.
  • Customer advocacy: Serve as the voice of the customer internally, surfacing insights that improve product development and customer experience.
  • Travel: Travel periodically for customer meetings, industry conferences, and onsite engagements.
Qualifications
  • Rollโ€‘up-your-sleeves attitude, you thrive in ambiguity and can execute as well as strategize.
  • 4+ years of experience in Customer Success, Account Management, or related customer-facing roles.
  • Experience managing a portfolio of Midโ€‘Market B2B customers with multiโ€‘million-dollar revenue responsibility.
  • Demonstrated success driving retention, customer adoption, and expansion.
  • Strong written communication and presentation skills.
  • Strong analytical and problemโ€‘solving abilities.
  • Experience creating customerโ€‘facing reporting and executive presentations.
  • B2B SaaS experience required.
  • Transportation/logistics or commercial auto insurance experience preferred.
Benefits

Healthcare

  • Employerโ€‘covered comprehensive medical, dental, and vision plans for employee and dependents.
  • Employer contribution towards premiums of optional higherโ€‘end plans.

Time Off

  • Unlimited PTO.
  • Sick leave.
  • Company holidays (GenLogs observes all federal US Government holidays).
  • Flexible leave for caregiving and medical needs.

Family Support

  • Paid parental leave.

Professional Development

  • Budget availability for approved professional development courses, certifications, and training.

Travel Support

  • 100% travel reimbursement for all approved company travel and spending.

Retirement Savings

  • 401(k) plan.
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