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Insurance Client Success Manager Jobs in Washington

Oryx Software Inc

Customer Success Manager

Mclean, VA · On-site

Client Relationship Management: Build and maintain strong, lasting relationships with key clients, acting as their primary point of contact and trusted advisor. * Onboarding & Training: Facilitate ...

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 ...

Citian

Customer Success Manager

Washington, DC

The Customer Success Manager will take client feedback and collaborate with our Sales and ... Competitive salary and benefits package including medical, dental, and vision insurance and ...

Dcode

Director of Client Success-OSW

Washington, DC · On-site

$133K - $177K/yr

Role Summary We are seeking a passionate and strategic Director of Client Success to lead a rapidly ... Manage, lead, and develop high-performing team-members capable of delivering exceptional results in ...

Enhesa

Customer Success Manager

Washington, DC · On-site

Facilitating communication between the customer and Enhesa's Support Services (Client Services ... service (SaaS), IT, insurance, engineering, financial services or consultancy industry.

Culture Fits

Customer Success Manager

Columbia, MD · On-site

Customer Success Manager (MSP / Technology Services) Position Summary We are seeking a highly ... Key Responsibilities Client Relationship Management * Serve as the primary point of contact for ...

Enhesa

Customer Success Manager

Washington, DC · On-site

Facilitating communication between the customer and Enhesa's Support Services (Client Services ... service (SaaS), IT, insurance, engineering, financial services or consultancy industry.

Education Week

Customer Success Manager

Bethesda, MD · Hybrid

$56K - $63K/yr

Customer Success Manager Education Week, a nonprofit, K-12 news organization, is seeking a Customer ... We offer a competitive salary and benefits package including health and dental insurance, a 401(k) ...

Dcode

Director of Client Success- Army

Washington, DC · On-site

$133K - $176K/yr

Key Responsibilities Client & Mission Success * Serve as a trusted partner to Army and DoW ... Manage day-to-day delivery for assigned workstream(s), producing high quality deliverables and ...

Workday

Sr Customer Success Manager

Washington, DC · On-site

Customer Success Manager Role Workday is the leader in enterprise-class, software-as-a-service ... Work directly with client PMs and executive leadership to prioritize, oversee, and resolve critical ...

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 * ...

Dcode

Director of Client Success- Army

Washington, DC · On-site

Key Responsibilities Client & Mission Success * Serve as a trusted partner to Army and DoW ... Manage day-to-day delivery for assigned workstream(s), producing high quality deliverables and ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Washington

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 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

Customer Success Manager

Oryx Software Inc

Mclean, VA • On-site

Other

Dental

Re-posted 4 days ago

Job description

Join the herd! Oryx is seeking highly motivated and customer-focused individuals to join our team as a Customer Success Manager in the innovative dental technology space. The ideal candidate will be passionate about helping our clients maximize the value of our products and services, ensuring their long-term success and satisfaction. This role requires a blend of technical understanding, relationship management, and a proactive approach to customer engagement.

Responsibilities:
  • Client Relationship Management: Build and maintain strong, lasting relationships with key clients, acting as their primary point of contact and trusted advisor.
  • Onboarding & Training: Facilitate seamless onboarding experiences for new clients, in partnership with our onboarding, training and support team, to ensure successful adoption of Oryx across all offices and users.
  • Product Adoption & Utilization: Monitor client engagement and product usage, identifying opportunities to increase adoption, feature utilization, and overall client satisfaction.
  • Proactive Engagement: Proactively reach out to clients to discuss their needs, gather feedback, and offer solutions that align with their business goals.
  • Issue Resolution: Serve as an escalation point for client issues, working closely with technical support and product teams to ensure timely and effective resolution.
  • Renewals & Upselling: Collaborate with growth sales teams to identify potential upsell and cross-sell opportunities, and manage client renewals to ensure high retention rates.
  • Feedback & Advocacy: Collect and synthesize client feedback to inform product development and improvement initiatives. Encourage satisfied clients to become advocates for our brand.
  • Performance Reporting: Track and report on key customer success metrics, including client health scores, retention rates, and satisfaction levels.
Need to Have:
  • Excellent communication, interpersonal, and presentation skills.
  • Bachelor's degree or equivalent professional experience.
  • Experience in client-facing roles (examples: customer success, account management, or consulting).
  • Proven ability to build and maintain strong client relationships.
  • Proactive problem-solver with a strong customer advocacy mindset.
  • Ability to manage multiple client accounts and competing priorities in a fast-paced environment.
  • Willingness to travel occasionally for client visits or industry events.
  • Proficiency with CRM software and customer success platforms (e.g., Salesforce, HubSpot).
Nice to Have:
  • Bachelor's degree in Business, Marketing, Healthcare Administration, or a related field.
  • Experience in customer success, account management, or client services within a SaaS company.
  • Experience in the dental or healthcare technology industry.
  • Familiarity working in a SaaS environment.
  • Strong understanding of dental practice operations and workflows.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunity to work with the leading dental technology in the market.
  • A collaborative and supportive team environment.
  • Professional development and growth opportunities.
Why Join Oryx?

At Oryx, we’re on a mission to transform dental software and empower practices with modern, intuitive solutions. As a Customer Success Manager, you’ll be at the heart of that mission, ensuring our customers succeed, love using Oryx, and grow with us. You’ll have the opportunity to build deep client partnerships, drive adoption and outcomes, and directly shape how dental practices experience the future of technology.

To Apply:

If you’re excited about supporting clients in their journey with a cutting-edge dental software platform, we’d love to hear from you!

Apply