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Insurance Client Success Manager Jobs in Cary, NC

K4Connect

Client Success Manager

Raleigh, NC · On-site

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for ... Company-Paid Life Insurance, AD&D, STD, LTD plans * Vanguard 401k Plan for Retirement Savings

K4Connect

Client Success Manager

Raleigh, NC

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for ... Company-Paid Life Insurance, AD&D, STD, LTD plans * Vanguard 401k Plan for Retirement Savings

FMI

Client Success Manager

Raleigh, NC · On-site

... Client Success Manager to generate new business by expanding client relationships and driving ... insurance, life insurance, and long-term disability coverage, as well as additional benefit ...

Veradigm

Expert Client Success Manager

Raleigh, NC · On-site

Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... insurance, company paid life insurance and retirement savings. Veradigm's policy is to provide ...

FMI

Client Success Manager

Raleigh, NC · On-site +1

... Success Manager to generate new business by expanding client relationships and driving program ... insurance, life insurance, and long-term disability coverage, as well as additional benefit ...

Veradigm

Expert Client Success Manager

Raleigh, NC · On-site

Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... insurance, company paid life insurance and retirement savings. Veradigm's policy is to provide ...

Veradigm

Principal Client Success Manager

Raleigh, NC · On-site

... less experienced Client Success Managers Bachelor's Degree or equivalent Technical / Business ... insurance, company paid life insurance and retirement savings. Veradigm's policy is to provide ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Cary, NC

Insurance Client Success Manager information

See Cary, NC salary details

$30.1K

$77K

$129.7K

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

As of Aug 17, 2026, the average yearly pay for insurance client success manager in Cary, NC is $76,952.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,100.00 and $91,700.00 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 Cary, NC look for?

The top searched job categories for Insurance Client Success Manager jobs in Cary, NC are:

What cities near Cary, NC are hiring for Insurance Client Success Manager jobs?

Cities near Cary, NC 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 Cary, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 6% Hybrid, and 17% Remote job distribution, with an average salary of $76,952 per year, or $37 per hour.

Client Success Manager

K4Connect

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

K4Connect is a high impact, high growth, venture backed company on a mission to leverage technology to empower the 1.5B older adults and individuals living with disabilities to live simpler, healthier and happier lives. We believe that technology is not simply reserved for the next generation, but rather should empower all generations.
We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for K4Community - a rapidly growing, venture-backed technology platform that provides Communications, Smart Home, and Wellness to senior communities across the country. They will manage the day-to-day activities for a subset of K4Connect's client base and will focus on helping customers be successful throughout the entire customer journey by maintaining a high level of customer satisfaction. This role requires high levels of both people skills and technical ability.
Specifically, the Client Success Manager will:
  • Be the single point-of-contact, client champion and trusted advisor to client accounts with the overall goal of making K4Community successful and valuable to a community.
  • Ensure the timely and successful delivery of K4Connect's solutions, including technical expertise, according to customer needs and objectives.
  • Enable proven integrations with new and existing customers
  • Use internal tools to help communities customize their app experience
  • Provide insights to clients based on K4Community resident and staff usage to ensure that they get the most out of the platform.
  • Establish clear success goals and process milestones for the client to work toward.
  • Monitor and analyze client's usage of our product.
  • Utilize data to tell customer success stories.
  • Forecast and track key account metrics.
  • Work with product specialists to train and educate communities on K4community.
  • Drive enablement of expanded solutions for existing customers.
  • Cultivate brand ambassadors to share the product's benefit and value within communities.

Requirements:
  • BS or Associate Degree with a minimum of 3 years of experience in a customer success, account management, or a relationship management position.
  • Natural relationship builder with integrity, reliability and maturity.
  • Proven ability to manage multiple accounts and connect across multiple levels of organizations.
  • Experience working with customers, both in person and virtually, and in one to one and group settings.
  • Experience maintaining relationships, while working to mitigate churn and drive engagement and renewals.
  • Experience and aptitude inside the software industry for enabling integrations and working within a data environment
  • Ability to work in a HIPAA compliant environment with a demonstrated ability for precision and thoroughness
  • Ability to deal professionally, tactfully, and effectively with internal and external stakeholders in a fast-paced, customer-focused environment.
  • Believes in the value of using data to guide clients to successful outcomes.
  • Driven, self-motivated, enthusiastic and with a "can do" attitude.
  • Results-driven, with a bias for speed and action.
  • Quick learner with adaptability to learn new tools and proficiency with a multitude of software packages related to productivity both common (Google Suite, CRMs) and advanced tools (Snowflake and internally built tools)
  • Familiarity with SaaS preferred.
  • Familiarity with Snowflake & data warehouse & analytics technologies a plus.
  • Experience servicing senior living clients and communities a plus.
  • Familiarity with smart home/network technologies a plus.
  • Onsite in our Raleigh office with limited remote work.
  • Expected Travel: Up to 25%.

Benefits We Offer:
  • Competitive Compensation Package (Salary + K4Connect Stock)
  • Quality Healthcare Options for Medical (PPO & HSA), Dental, and Vision
  • Company-Paid Life Insurance, AD&D, STD, LTD plans
  • Vanguard 401k Plan for Retirement Savings
  • Hybrid Office/Work from Home Policy
  • Unlimited PTO, Paid Holidays, and Maternity/Paternity Leave
  • Employee Lounge with games and beverages!

We are looking for a highly energetic person who understands the balance of being a strong client advocate and passionate about delighting customers while managing to the business goals of the company. If you are interested in joining a committed, impassioned, intelligent and creative team that is driven to making global impact in people's lives, then K4Connect may be the place for you!

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