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Insurance Client Success Manager Jobs in Washington

Growing Marketing Organization

Be Seen First

Entry Level Client Success Coordinator

Annapolis, MD · On-site

$45K - $75K/yr

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 ...

SimpliGov LLC

Customer Success Manager

Washington, DC · Remote

Qualifications: * 5+ years of relevant, client-facing experience in customer success, account ... Medical, dental, and vision insurance plans, with significant employer contributions for employees ...

SimpliGov LLC

Customer Success Manager

Washington, DC · On-site

Qualifications: * 5+ years of relevant, client-facing experience in customer success, account ... Medical, dental, and vision insurance plans, with significant employer contributions for employees ...

SimpliGov

Customer Success Manager

Washington, DC · Remote

Qualifications: * 5+ years of relevant, client-facing experience in customer success, account ... Medical, dental, and vision insurance plans, with significant employer contributions for employees ...

SimpliGov

Customer Success Manager

Washington, DC · On-site

Qualifications: * 5+ years of relevant, client-facing experience in customer success, account ... Medical, dental, and vision insurance plans, with significant employer contributions for employees ...

Enhesa

Customer Success Manager

Washington, DC · On-site

Build relationships with key Client personnel, decision makers, stakeholders and buyers. Be the ... SAAS, IT, insurance, engineering, financial services or consultancy industry. Experience in ...

EverDriven

Customer Success Manager

Arlington, 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 ...

24 Seven Talent

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 ...

IDC

Senior Customer Success Manager

Washington, DC · On-site

$120K - $125K/yr

Client Relationship Management: Build and sustain trusted, long-term partnerships with clients by ... Company-paid life insurance * Company-paid parental leave Compensation Transparency At IDC, we are ...

Genlogs

Customer Success Manager

Washington, DC · On-site

Customer Success Manager GenLogs is a hardware, software, and data company building the next ... Transportation/logistics or commercial auto insurance experience preferred. Benefits Healthcare * ...

24 Seven Talent

Customer Success Manager

Alexandria, VA · On-site

$85K - $100K/yr

Alexandria, VA (onsite - 10 WFH days per quarter) Our association client is seeking a results-driven Customer Success Manager to develop strong, long-term customer relationships and make strategic ...

DSI Tech

Customer Success Manager

Reston, VA

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 ...

DSI Tech

Customer Success Manager

Sterling, VA

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 ...

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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:
Insurance Client Success Manager jobs near you

Entry Level Client Success Coordinator

Growing Marketing Organization

Annapolis, MD • On-site

$45K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

This is an exciting opportunity for a recent college graduatelooking to launch a career in a fast-paced, people-focused environment with strong earning and growth potential. We’re looking for motivated, high-energy individuals who thrive on communication, enjoy building relationships, and are driven by success. The ideal candidate is confident on the phone, highly organized, proactive, and excited to be part of an engaging, team-oriented culture where no two days are the same.

In this role, you’ll gain hands-on experience supporting daily operations while developing valuable business, communication, and client-facing skills. If you’re someone who enjoys staying busy, taking initiative, and working in an environment that rewards hustle and attitude, this could be a great fit.

Responsibilities:

  • Manage and coordinate active calendars in a fast-moving environment
  • Schedule, confirm, and follow up on meetings and appointments
  • Communicate professionally with clients and internal teams via phone and email
  • Maintain organized files and records in accordance with office procedures
  • Provide administrative and operational support as needed
  • Assist with day-to-day office coordination and team initiatives

Qualifications:

  • Bachelor’s degree or equivalent experience preferred - May 2025 or May 2026 graduates highly desired!
  • Strong communication and interpersonal skills
  • Comfortable handling phone conversations and engaging with people daily
  • Highly organized with the ability to multitask and prioritize effectively
  • Self-starter mentality with a strong work ethic and positive attitude
  • Proficient in Microsoft Office Suite
  • Motivated by growth opportunities, performance, and a fast-paced team culture

Company Description

Structured training program to set you up for success
Fast-paced, high-energy team environment
Opportunity to build a long-term career with strong earning potential