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Insurance Client Success Manager Jobs in Bend, OR

Capstone

Customer Success Representative (CSR)

Bend, OR · On-site

$17.50 - $24/hr

... and dropped-off client documents for scanning. * Greet walk-in clients and manage in-person ... Life Insurance * Flexible Spending Account * Health Savings Account * Paid Time-Off

Insure Pacific Inc.

Insurance Account Manager

Bend, OR · On-site

You'll be at the forefront of managing client relationships, ensuring the high service level we're known for. Whether you're already licensed or eager to become licensed in insurance, your journey ...

NeighborImpact

Housing Advocate

Bend, OR · On-site

$28.03/hr

... Insurance, Agency paid Retirement plan (up to 6%), almost 2 weeks of vacation time accrued in your ... the Client Services Manager to facilitate client success. Requirements: Required * Associate ...

NeighborImpact

Housing Advocate

Bend, OR · On-site

$28.03/hr

... Insurance, Agency paid Retirement plan (up to 6%), almost 2 weeks of vacation time accrued in your ... the Client Services Manager to facilitate client success. Requirements Required * Associate ...

NeighborImpact

Housing Advocate

Bend, OR · On-site

$28.03/hr

... Insurance, Agency paid Retirement plan (up to 6%), almost 2 weeks of vacation time accrued in your ... the Client Services Manager to facilitate client success. Requirements Required * Associate ...

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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 Sep 15, 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 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 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:

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.

Customer Success Representative (CSR)

Bend, OR • On-site

Capstone
See more jobs at Capstoneexternal

$22 - $27/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Key responsibilities

  • Serve as the primary point of contact for client communication, requesting documents, answering questions, and following up on missing items.

  • Retrieve, organize, and prepare client documents for engagement, including handling physical mail and in-person drop-offs.

  • Mark engagements as ready and coordinate with the Intake Team and clients to deliver results and complete the engagement process.

Job description

About Us
We are a multifaceted CPA firm with 16 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.
The Job
The Client Success Representative (CSR) owns the client relationship for document collection and delivery of results - communication and retrieval across every channel for an assigned coverage area under Capstone's coverage-based staffing model. The CSR hands off a complete, ready engagement to the Intake Team once all documents are in, supports the partner in charge with client communication once work is complete, and remains the client's point of contact through the life of the engagement.
Job Responsibilities
  • Serve as the primary point of contact for client communication: requesting documents, answering questions, and following up on missing items across all channels.
  • Retrieve and organize all client documents for an engagement.
  • Receive, open, and prepare physical mail and dropped-off client documents for scanning.
  • Greet walk-in clients and manage in-person document drop-off and pickup.
  • Provide notary services and collect wet signatures where required.
  • Mark the engagement ready and hand it off to the Intake Team once the full document set is received.
  • Assist the partner in charge with client communication and delivering completed results - coordinating scheduling, messaging, and delivery logistics once work is finished.
  • Maintain physical filing systems and office records retention.
  • Coordinate office supplies, equipment, and vendor needs.
  • Flag new client onboarding and new engagements to the Client Logistics Team.
  • Serve as the local point of contact for staff and clients on administrative matters, across the full assigned coverage area.

Skills that will make you successful in this position:
  • 2+ years administrative or office coordination experience; professional services environment preferred.
  • High level of initiative
  • Notary certification preferred, or willingness to obtain within 90 days.
  • Able to support more than one office location where coverage areas are shared.
  • Detailed, accurate service that is friendly and customer oriented

What's in it for you?
  • Competitive wages, a generous benefits package, and eight paid holidays.
  • Advancement opportunities
  • Growing organization that is looking for people who want to do better for themselves, their teammates and their clients.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.
Benefits:
  • 401(k) match
  • 100% Company-Paid health, dental, vision insurance
  • Flexible schedule
  • Life Insurance
  • Flexible Spending Account
  • Health Savings Account
  • Paid Time-Off

Apply