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Insurance Client Success Manager Jobs in Frederick, MD

SOCSOTER INC

Senior Client Success Manager

Hagerstown, MD · On-site

$95K - $110K/yr

The Senior Client Success Manager is a strategic leadership role responsible for owning high-value client relationships while also managing internal SOCSoter sales and process team members. This role ...

MetaProp.vc

Customer Success Manager

Leesburg, VA · On-site

Define and communicate what success looks like for each client -- tied to the specific reasons they bought LightTable -- and build a shared roadmap to get there. * Run regular check-ins that go ...

Aramark

Customer Success Consultant

Rockville, MD · On-site

Reporting to our Customer Success Sr Manager, you will grow revenue in a geographic territory with ... Facilitate client's official connection with suppliers and resolve any client issues. * Schedule ...

Aramark

Customer Success Consultant

Rockville, MD · On-site

Reporting to our Customer Success Sr Manager, you will grow revenue in a geographic territory with ... Facilitate client's official connection with suppliers and resolve any client issues. * Schedule ...

Aramark

Customer Success Consultant

Rockville, MD

Reporting to our Customer Success Sr Manager, you will grow revenue in a geographic territory with ... Facilitate client's official connection with suppliers and resolve any client issues. * Schedule ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Frederick, MD

Insurance Client Success Manager information

See Frederick, MD salary details

$32.3K

$82.6K

$139.2K

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

As of Aug 6, 2026, the average yearly pay for insurance client success manager in Frederick, MD is $82,588.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $98,400.00 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 Frederick, MD look for? The top searched job categories for Insurance Client Success Manager jobs in Frederick, MD are:
What cities near Frederick, MD are hiring for Insurance Client Success Manager jobs? Cities near Frederick, MD with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Senior Client Success Manager

SOCSOTER INC

Hagerstown, MD • On-site

$95K - $110K/yr

Full-time

Re-posted 16 days ago

Job description

Description:

The Senior Client Success Manager is a strategic leadership role responsible for owning high-value client relationships while also managing internal SOCSoter sales and process team members. This role ensures client retention, expansion, operational alignment, and cross-department execution.

This individual serves as both a trusted advisor to clients and a leader within SOCSoter, driving accountability, process improvement, and performance across the client lifecycle. The ideal candidate is relationship-driven, operationally strong, and passionate about building scalable success systems.

Key Responsibilities

Client Leadership

  • Own and manage a portfolio of strategic client accounts
  • Serve as executive-level client contact and trusted advisor
  • Drive renewals, retention, and expansion opportunities
  • Lead quarterly business reviews and strategic planning meetings
  • Develop and execute measurable client success plans
  • Monitor account health, engagement, and performance metrics
  • Identify risks early and proactively manage escalations
  • Advocate internally for client needs and priorities

Internal Team Leadership

  • Manage SOCSoter Sales & Internal Processes team members
  • Establish accountability frameworks and performance standards
  • Improve internal workflows tied to onboarding, renewals, and service delivery
  • Align cross-functional teams around client success outcomes
  • Support training and professional development of team members
  • Drive continuous improvement in client lifecycle processes

Operational Excellence

  • Ensure successful onboarding and adoption of services
  • Maintain accurate CRM and client documentation
  • Track KPIs related to retention and satisfaction
  • Partner with leadership on scaling client success strategy
  • Standardize internal communication and execution models
Requirements:

Required Qualifications

  • 5+ years experience in client success, account management, or customer success
  • Prior leadership or team management experience
  • Experience managing enterprise or strategic accounts
  • Strong executive communication and presence
  • Proven success in retention and revenue expansion
  • Exceptional problem-solving and conflict resolution skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Data-driven decision-making mindset

Preferred Qualifications

  • Experience in cybersecurity, compliance, or managed services
  • Familiarity with SaaS or recurring revenue business models
  • CRM proficiency (HubSpot, Salesforce, or equivalent)
  • Project or operations management experience

Key Performance Indicators

  • Client retention rate
  • Net revenue retention / expansion
  • Client satisfaction scores
  • Renewal performance
  • Internal process efficiency metrics
  • Team performance and development benchmarks

What Success Looks Like

  • Clients view SOCSoter as a strategic partner
  • Renewals are predictable and proactive
  • Risks are identified early and resolved quickly
  • Internal teams operate with clarity and accountability
  • Scalable processes support growth without sacrificing service quality