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Insurance Client Success Manager Jobs in Washington

The Director, Client Success, reporting to the SVP, Account Management, serves as the primary ... when insurers do not pay, and providing clinical services. CareMetx is an equal employment ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Hannover, MD Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Hannover, MD Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

Comprehensive benefits: medical, dental, and vision insurance plans, 401(k) with employer matching ... Acting as the client's trusted advisor in forecasting risk and maintaining proper surveillance ...

You serve as a trusted advisor, ensuring client value, satisfaction, and sustained success with ... Quality Managers, ensuring full utilization of Medisolv's solutions. • Leverage commercial ...

Basic Life and AD&D Insurance * Short and Long Term Disability * 12 Paid Annual Holidays * Paid ... PetDesk combines the industry's most user-friendly client engagement tools with the highest-rated ...

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Manage and coordinate active calendars in a fast-moving environment * Schedule, confirm, and ... success Fast-paced, high-energy team environment Opportunity to build a long-term career with ...

Be Seen First

Manage and coordinate active calendars in a fast-moving environment * Schedule, confirm, and ... success Fast-paced, high-energy team environment Opportunity to build a long-term career with ...

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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.
What are popular job titles related to Insurance Client Success Manager jobs in Washington? For Insurance Client Success Manager jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Washington look for? The top searched job categories for Insurance Client Success Manager jobs in Washington are:
What cities in Washington are hiring for Insurance Client Success Manager jobs? Cities in Washington with the most Insurance Client Success Manager job openings:
Sr. Customer Success Manager II

Sr. Customer Success Manager II

Lyra Health

Washington, DC • On-site

$134K - $184K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

Senior Customer Success Manager

Lyra Health is looking for a Senior Customer Success Manager who is energized by engaging with customers, building relationships, and delivering results. You should be highly strategic, an exceptional data storyteller, and a champion for technological innovation.

Responsibilities

  • Serve as the primary relationship and strategy owner for large, multi-national employer partners (90,000+ lives).
  • Advise and lead employer partners to define and execute against their mental health and wellbeing strategy.
  • Lead C-suite-level conversations and presentations to influence stakeholders using data-driven storytelling.
  • Develop and maintain account strategies.
  • Craft clear, succinct, and bespoke business reviews that demonstrate VOI and ROI.
  • Act as a strategic advisor to Lyra's executive leadership, defining winning strategies for the organization's largest renewals.
  • Identify and proactively seize or mitigate emergent and long-term opportunities or risks in your portfolio.
  • Drive compelling and effective employee engagement strategies in collaboration with marketing.
  • Evaluate competing priorities, analyze trade-offs, and make clear, data-informed choices that drive client success.
  • Balance organizational, team, and customer priorities with thoughtful execution.
  • Collaborate internally with product, clinical, data science, legal, and other teams to effectively resolve customer requests and issues.
  • Align Lyra's product roadmap directly with the customer's macro-organizational goals, and champion new product offerings.
  • Manage your portfolio independently and proactively drive initiatives to completion.

Qualifications

  • 15+ years of experience in customer success, ideally in the area of HR, benefits, or healthcare with employers or other large groups.
  • Excellent verbal and written communication skills, including the ability to command a room with confidence when acting as a strategic advisor to executive leadership.
  • Ability to analyze large, multi-variable data sets to identify and frame actionable insights.
  • Ability to operate effectively in fast-paced or evolving environments and manage complex challenges to find solutions even when processes are not yet defined.
  • Ability to innovate and creatively solve problems in a highly collaborative manner.
  • Ability to collaborate effectively with cross-functional teams using strong project management skills.
  • Ability to champion the strategic and thoughtful use of AI to drive high-level decision-making, pilot complex workflows, and uncover macro-trends.
  • Ability to maintain a positive and productive mindset when facing complex client challenges or changing project scopes.
  • Ability to prioritize and balance multiple customers simultaneously.
  • A growth mindset.
  • A passion for mental health and changing the healthcare landscape.
  • Willingness to travel (10%).

$134,000 - $184,000 a year As a full-time Sr. Customer Success Manager II, you will be employed by Lyra Health, Inc. The anticipated annual base salary range for this full-time position is $134,000 to $184,000. The base range is determined by role and level, and placement within the range will depend on a number of job-related factors, including but not limited to your skills, qualifications, experience and location. This role may also be eligible for discretionary bonuses. Annual salary is only one part of an employee's total compensation package at Lyra. We also offer generous benefits that include: comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances), Lyra for Lyrians; coaching and therapy services, equity in the company through discretionary restricted stock units, competitive time off with pay policies including vacation, sick days, and company holidays, paid parental leave, 401K with up to 3% matching, monthly tech allowance, we like to spread joy throughout the year with well-being perks and activities, surprise swag, regular community celebration…and more!