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Insurance Client Success Manager Jobs in Bend, OR

Perry Rhodes Farmers Insurance

Insurance Producer

Bend, OR · On-site

$48K - $100K/yr

We are a leading Farmers Insurance agency in Bend, Oregon, and we're looking for a motivated ... Maintain accurate records of all sales activities and client interactions within the agency's CRM ...

NeighborImpact

Housing Advocate

Bend, OR · On-site

$28.03/hr

... the Client Services Manager to facilitate client success. Requirements Required * Associate ... insurance o Access to reliable transportation o Satisfactory criminal background check o ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Bend, OR

Insurance Client Success Manager information

See Bend, OR salary details

$34.3K

$87.6K

$147.7K

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

As of Aug 10, 2026, the average yearly pay for insurance client success manager in Bend, OR is $87,633.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,800.00 and $104,400.00 per year, depending on experience, location, and employer.

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 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 job categories do people searching Insurance Client Success Manager jobs in Bend, OR look for? The top searched job categories for Insurance Client Success Manager jobs in Bend, OR are:
What cities near Bend, OR are hiring for Insurance Client Success Manager jobs? Cities near Bend, OR 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 Bend, OR as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 24% Part Time, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $87,633 per year, or $42.1 per hour.

Insurance Account Manager

Insure Pacific Inc., DBA: Prineville Insurance Agency

Bend, OR • On-site

Full-time

Re-posted 14 days ago

Job description

Description
We're seeking an organized and highly motivated Insurance Account Manager to support clients and help maintain the high level of service our agency is known for. This position is ideal for someone who is licensed or has office/customer service experience and is motivated to become licensed in insurance.
As our independent agency continues to grow, we are busy managing new business opportunities while continuing to provide exceptional service to our existing clients. We're looking for motivated individuals who want to grow with us and become an important part of our long-term success.
This is an excellent opportunity to build a long-term career in a supportive and growing agency with room for advancement and professional development.
Why Join Insure Pacific?
  • Supportive and collaborative team environment
  • Opportunity for growth and insurance licensing
  • Meaningful work helping people protect what matters most
  • Growing independent agency with long-term career potential
  • Opportunity for commission compensation based on experience and licensing

Responsibilities
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with care and precision.
• Actively manage client accounts by processing policy changes, renewals, and claims efficiently and accurately.
• Collaborate with our team to identify and pursue new business opportunities, contributing to the agency's growth.
• Provide expert advice to clients on insurance products, helping them make informed decisions to protect their assets.
• Stay updated on industry trends and regulatory changes to ensure compliance and offer the best solutions to clients.
• Coordinate with insurance carriers to negotiate terms and resolve any issues that may arise.
• Conduct regular reviews of client accounts to ensure coverage remains adequate and cost-effective for their needs.
Qualifications
• Experience in managing client accounts within the insurance industry, ensuring high levels of client satisfaction.
• Ability to process policy changes, renewals, and claims with accuracy and efficiency, demonstrating attention to detail.
• Proven track record of building and maintaining strong client relationships, fostering trust and loyalty.
• Strong communication skills to provide expert advice on insurance products, guiding clients in making informed decisions.
• Ability to collaborate effectively with team members to identify and pursue new business opportunities.
• Experience in negotiating with insurance carriers to resolve issues and secure favorable terms for clients.
• Knowledge of industry trends and regulatory changes, ensuring compliance and offering up-to-date solutions to clients.

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