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Insurance Client Success Manager Jobs in Bessemer, AL

WTW inc.

Surety Client Service Specialist

Birmingham, AL · On-site

$16 - $21/hr

Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client's accounts with ...

WTW inc.

Sr. Surety Client Service Specialist

Birmingham, AL · On-site

$16 - $21/hr

Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client's accounts with ...

Pwc

MDM Senior Architect-Senior Manager

Birmingham, AL · On-site

$124K - $280K/yr

You utilize your proficiency in MDM platforms and data management to drive client success and develop top-performing, diverse teams. Responsibilities - Architect and manage master data management ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Bessemer, AL

Insurance Client Success Manager information

See Bessemer, AL salary details

$29K

$74.2K

$125.1K

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

As of Aug 8, 2026, the average yearly pay for insurance client success manager in Bessemer, AL is $74,205.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,200.00 and $88,400.00 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 cities near Bessemer, AL are hiring for Insurance Client Success Manager jobs? Cities near Bessemer, AL with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Senior Customer Success Manager

Transform9

Birmingham, AL • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

Calling your doctor shouldn't be harder than seeing your doctor. But at most practices, patients wait on hold, front-office staff drown in ring queues, and revenue walks out the door with every missed call.
Transform9 builds AI agents that answer every call for physician practices - scheduling appointments, routing callers, and resolving routine requests in seconds, around the clock. Our agents integrate directly with each practice's EHR, practice management, and phone systems, and adapt to how their front office actually works.
Our agents have handled millions of patient calls for thousands of providers, cut average hold times by 90%, and decreased call abandonment by 80%. We're headquartered in Birmingham, AL, and growing fast.
About the role
Our product answers the phone for medical practices - which means our clients feel our performance every single day. You'll own a portfolio of 5-10 enterprise platform accounts representing 30-50 practices: driving adoption, proving ROI in their own numbers, and growing each account. You're the client's advocate inside Transform9 and the person they trust when something needs fixing.
What you'll do
  • Own renewals and expansion for a portfolio of 5-10 enterprise platform accounts (30-50 practices)
  • Lead onboarding alongside implementation and drive fast time-to-value
  • Run quarterly business reviews with practice leadership using their own metrics: answer rates, hold times, schedule utilization
  • Monitor account health and intervene early on risk signals
  • Identify expansion opportunities - new locations, new specialties, new workflows
  • Channel structured client feedback to product
Location
Remote (US) with approximately 25% travel to client practices. If you're in the Birmingham, AL area, this role is hybrid from our office (3 days in office / 2 remote).
Requirements
  • 3+ years in account management or customer success at a B2B SaaS company
  • Comfort with data - you can build the usage and ROI story from platform metrics
  • Strong executive-level communication; calm and structured under escalation
  • Fluency with CRM and customer success tooling
Nice to have
  • Experience serving healthcare providers
  • Experience with land-and-expand account growth

Benefits
  • Top-tier health coverage: medical, dental & vision
  • 401(k)
  • Paid time off + holidays, and paid parental leave

If you want to fix the front door of healthcare, we'd love to hear from you.
Transform9 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Note: the Transform9 team will only email you from a transform9.com email address.

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