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Insurance Client Success Manager Jobs in Baltimore, MD

T Rowe Price

Client Success Manager

Owings Mills, MD · Hybrid

Role Summary The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to ...

ROCS Grad Staffing

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Entry-Level Client Success Coordinator

Annapolis, MD · On-site

$50K - $63K/yr

... and are driven by success. The ideal candidate is confident on the phone, highly organized ... Manage and coordinate active calendars in a fast-moving environment * Schedule, confirm, and ...

New

Medisolv, Inc

Customer Success Manager

Clarksville, MD · On-site +1

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 ...

Medisolv, Inc.

Customer Success Manager

Columbia, MD · On-site

Its all-in-one quality management platform, ENCOR, helps healthcare organizations advance patient ... You serve as a trusted advisor, ensuring client value, satisfaction, and sustained success with ...

Growing Marketing Organization

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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 ...

Wolters Kluwer

Customer Success Manager

Baltimore, MD · On-site

At least three years in a similar role (Client Service/Account Management/Customer Success/Sales Support) * Specialized knowledge of or experience with iLien products and projects related to customer ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Baltimore, MD

Insurance Client Success Manager information

See Baltimore, MD salary details

$32.3K

$82.5K

$139.1K

How much do insurance client success manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for insurance client success manager in Baltimore, MD is $82,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $98,400.00 per year, depending on experience, location, and employer.

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 Baltimore, MD?

For Insurance Client Success Manager jobs in Baltimore, MD, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Baltimore, MD look for?

The top searched job categories for Insurance Client Success Manager jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Insurance Client Success Manager jobs?

Cities near Baltimore, MD with the most Insurance Client Success Manager job openings:

Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $82,536 per year, or $39.7 per hour.

Client Success Manager

Owings Mills, MD • Hybrid

T Rowe Price
Funds, Trusts and Financial Programs • 5 - 10K employees

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Great coworkers

People enjoy working here

Good employer

Learn more about T Rowe Priceexternal

Full-time

Retirement

Re-posted 29 days ago

Job description

Role Summary

The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The advice provided encompasses a broad range of topics, including retirement and investment planning, budgeting, saving, and spending analysis, and Social Security claiming strategies. The role also contributes to program enhancements by maintaining current knowledge of new investment advice capabilities, financial planning tools, and financial education resources. The incumbent provides ongoing support to advisors during financial plan updates and offers continuous training and coaching on investment and financial planning via our software platform.

Responsibilities

  • Supports the development of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients. Advice provided includes, but is not limited to, retirement planning, investment planning, budgeting, saving and spending analysis and Social Security claiming strategies.
  • Provides support to advisors when they update financial plans. This planner continually supports the Advisor clients with investment and financial planning related training and coaching through our software platform.
  • Work with business partners in Legal and Compliance, Oversight, Brokerage Operations, MultiAsset and Product Management as needed to provide greater depth and breadth to the financial advice we provide our clients and help client facing associates better navigate client conversations about a various of complex financial planning topics.
  • Contributes suggestions for program enhancements, ensures up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning and financial education. Identifies areas for improvements, evaluates existing policy, and partners with peers and management to offer suggestions for change.
  • Proactively consults on a range of client relationships, listens for cues on needs, and ensures continued satisfaction and retention. Advises clients on best practices, organizational solutions, and regulatory changes.
  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND -5+ years of total relevant work experience
  • Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines
  • Leads projects or work streams within broader projects
  • Accountable for work of self and sometimes others, provides process and standards advice in area of specialty
  • Works independently, receives minimal guidance
  • Acts as a resource for colleagues with less experience

Preferred:

  • FINRA Series 7 & 66 & Chartered Retirement Planning Counselor Designation.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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