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Insurance Client Success Manager Jobs in Columbus, OH

Client Success Lead

Columbus, OH · On-site

$55K - $65K/yr

As a Client Success Lead you will play a key role in managing day-to-day operations for the ... Comprehensive health, dental and vision insurance plans * 401k retirement plan with company match

As a Client Success Lead you will play a key role in managing day-to-day operations for the ... Comprehensive health, dental and vision insurance plans * 401k retirement plan with company match

Client Success Specialist

Columbus, OH · On-site

$16.50 - $18.38/hr

As a Client Success Specialist (CSS), you'll be the heart of our mission--supporting clients ... Manage proposals, payments, deposits, and creditor communications. * Proactively review client ...

Client Success Partner

Columbus, OH · On-site

$50K - $60K/yr

As an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react and ...

Client Success Partner

Columbus, OH · On-site

$50K - $60K/yr

As an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react and ...

As an Onsite Client Success Partner, you will be a member of a growing team which manages and supports our client's daily needs in Columbus, OH. This role requires a sense of urgency to react and ...

Client Success Associate

Dublin, OH · On-site

$27.50 - $30/hr

Ensure accurate documentation of sales activities in CRM systems including meeting notes. * Help ... Valid driver's license and appropriate auto insurance as dictated by state requirements. * Ability ...

Client Success Associate

Dublin, OH · On-site

$27.50 - $30/hr

Ensure accurate documentation of sales activities in CRM systems including meeting notes. * Help ... Valid driver's license and appropriate auto insurance as dictated by state requirements. * Ability ...

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Insurance Client Success Manager information

See Columbus, OH salary details

$31.4K

$80.2K

$135.2K

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

As of Aug 12, 2026, the average yearly pay for insurance client success manager in Columbus, OH is $80,232.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $95,600.00 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 are popular job titles related to Insurance Client Success Manager jobs in Columbus, OH? For Insurance Client Success Manager jobs in Columbus, OH, the most frequently searched job titles are:
What cities near Columbus, OH are hiring for Insurance Client Success Manager jobs? Cities near Columbus, OH with the most Insurance Client Success Manager job openings:

Client Success Manager

InfoCision - Work at Home

Columbus, OH • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


InfoCision rating

3.0

Company rating: 3.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

71st of 71 rated call and contact centers


Job description

We’re seeking a results-driven Client Success Manager to lead client accounts, drive performance, and build strong, lasting partnerships. In this role, you’ll serve as the primary liaison between clients and internal teams, ensuring campaigns deliver measurable results while identifying opportunities for growth and optimization.

Key Responsibilities

  • Serve as the main point of contact for assigned client accounts, ensuring clear, timely, and effective communication
  • Build strong client relationships and identify opportunities to grow accounts and revenue
  • Manage and mentor Account Representatives to meet performance goals and KPIs
  • Analyze campaign performance, track key metrics, and provide strategic recommendations
  • Develop and adjust call strategies, scripts, and program objectives based on data insights
  • Collaborate cross-functionally with operations, IT, and leadership to execute successful campaigns
  • Oversee campaign performance from launch through completion, ensuring quality and profitability
  • Prepare accurate quotes, forecasts, and reports for clients and internal stakeholders
  • Monitor billing, invoicing, and account records for accuracy and completeness
  • Drive adoption of internal tools, including AI-driven solutions, to improve efficiency and results
  • Stay current on industry trends and continuously identify process improvements

What We’re Looking For

  • Strong communication and relationship-building skills
  • Ability to manage multiple projects and priorities in a fast-paced environment
  • Analytical mindset with the ability to interpret data and drive decisions
  • Leadership experience or ability to coach and develop team members
  • Detail-oriented with strong organizational skills
  • Experience in client services, account management, or marketing preferred

Company Description

As a leading provider of call center solutions, InfoCision specializes in political, Christian and nonprofit fundraising, sales and customer care. We focus on quality assurance and regulatory compliance and pride ourselves on providing every client with the highest possible return on investment. Since 1982, we have provided the highest quality inbound and outbound tele services to some of the world's leading organizations.


What InfoCision employees say

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Hours and flexibility

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