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Insurance Client Success Manager Jobs in Washington

Investor Economics

Client Success Manager

Rockville, MD

$60K - $72K/yr

Internally, the Client Success Manager will also partner with the Sales team to bring operational, industry, and product expertise to effectively manage the client experience. This includes serving ...

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Insurance Client Success Manager information

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 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.
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Insurance Client Success Manager jobs near you
Client Success Manager

Client Success Manager

Orion Solutions

Reston, VA • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 8 days ago

Job description

About the Client Success Manager position


We're looking for a driven and passionate Client Success Manager (CSM) who loves building relationships and helping clients win. In this role, you'll be the trusted point of contact for our clientschampioning their goals, ensuring they get ongoing value from our services, and acting as their voice within our organization. You'll collaborate closely with leadership and crossfunctional teams to deliver exceptional client experiences while upholding company standards and best practices.

This role is ideal for someone who thrives on ownership, values strong relationships, and enjoys balancing strategy with execution. You'll manage client engagement, track service activity, and partner with service and technical teams to drive satisfaction, retention, and long-term success. Through regular check-ins and alignment with technical leadership, you'll proactively address challenges, set clear expectations, and help clients achieve meaningful outcomes aligned to their business objectives.

If you're excited by accountability, collaboration, and making a real impact for clients, this role is built for you.

Client Success Manager Attributes and Characteristics

  • Strong understanding of the company's technology stack and services delivered to clients.
  • Ability to effectively communicate with client business owners and key stakeholders, while maintaining a deep understanding of their business objectives and IT environment. Able to translate those insights into meaningful success strategies, service alignment, and technology recommendations.
  • Stays informed on relevant market trends, industry developments, competitive landscape, and evolving client needs to proactively guide clients toward best practices and long-term success.
  • Collaborates closely with internal teams, including service, technical, and leadership groups, to develop and maintain technology roadmaps that support client goals and business outcomes.
  • Designs and executes a clear client engagement and communication plan, including regular touchpoints and success check-ins.
  • Coordinates with the sales team by identifying client needs or opportunities and ensuring any sales or procurement requests are documented appropriately in the PSA and routed to sales for follow-up.
  • Serves as a client advocate during service-related issues, working internally with the service and technical teams to resolve issues, communicate outcomes to the client, and help prevent recurrence through proactive improvement and problem management.
  • Manages and continuously refines the onboarding experience for new clients, overseeing the full onboarding journey with a strong focus on client satisfaction, clarity, and establishing the foundation for a long-term trusted relationship.

Position Responsibilities

  • Own client satisfaction, retention, and ongoing relationship management.
  • Prepare and conduct Quarterly Business Reviews (QBRs) and Management Business Reviews (MBRs), as appropriate.
  • Maintain consistent and proactive client engagement.
  • Support development and alignment of IT roadmaps and budget planning to meet client business objectives.
  • Drive service renewals and support service expansion through value realization and relationship strength.

Knowledge, Skills, and Abilities

  • Strong interest in staying current with existing and emerging technologies.
  • Ability to quickly learn and understand new technologies and services.
  • Enjoys sharing knowledge, collaborating with peers, and contributing to team success.
  • Excellent organizational, communication, and problem-solving skills.

Credentials and Experience

  • Bachelor's or Associate's degree preferred.
  • Minimum of three (3) years of relevant experience in client success, account management, customer experience, or a related role, or an equivalent combination of education and experience.
Benefits
  • 401(k)
  • Health insurance
  • Dental insurance
  • Paid time off