Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...
Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...
Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...
Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...
Be Seen First
Client Success Manager
Los Angeles, CA · Remote
$20 - $35/hr
M&Y Personal Injury Lawyers is seeking an exceptional Director of Client Success to lead our client satisfaction, reputation management, review generation, referral generation, and service recovery ...
Quick apply
Be Seen First
Client Success Manager
Los Angeles, CA · Remote
$20 - $35/hr
M&Y Personal Injury Lawyers is seeking an exceptional Director of Client Success to lead our client satisfaction, reputation management, review generation, referral generation, and service recovery ...
Client Success Manager
Los Angeles, CA · On-site
◾Educate union and credit union members on the value of life insurance and basic financial ... ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track ...
Client Success Manager
Los Angeles, CA · On-site
◾Educate union and credit union members on the value of life insurance and basic financial ... ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track ...
Client Success Manager
Pomona, CA · On-site
◾Educate union and credit union members on the value of life insurance and basic financial ... ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track ...
Client Success Manager
Pomona, CA · On-site
◾Educate union and credit union members on the value of life insurance and basic financial ... ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track ...
Client Success Manager, RCM
Irvine, CA · On-site
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
Client Success Manager, RCM
Irvine, CA · On-site
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
Client Success Manager, RCM
Irvine, CA · On-site
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
Quick apply
Client Success Manager, RCM
Irvine, CA · On-site
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients.
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Wellness resources Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth ...
Quick apply
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Wellness resources Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth ...
Manage the client relationship by overseeing everything from status calls to solution walkthroughs, feature training, and strategy sessions. * Maintain timelines for regular client support requests.
Manage the client relationship by overseeing everything from status calls to solution walkthroughs, feature training, and strategy sessions. * Maintain timelines for regular client support requests.
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth Management / Financial ...
Quick apply
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth Management / Financial ...
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth Management / Financial ...
Quick apply
Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Upland, CA · On-site
$40K - $60K/yr
Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead) Location: In Person (Upland, CA) Industry: Wealth Management / Financial ...
Manager, Client Success
Los Angeles, CA · Remote
$125K - $135K/yr
Preferred Experience * Healthcare, employee benefits, insurance, or SaaS experience. * Experience leading remote teams. * Experience using CRM and customer success platforms to manage client ...
Quick apply
Manager, Client Success
Los Angeles, CA · Remote
$125K - $135K/yr
Preferred Experience * Healthcare, employee benefits, insurance, or SaaS experience. * Experience leading remote teams. * Experience using CRM and customer success platforms to manage client ...
Sr. Client Success Specialist
Los Angeles, CA · On-site
$75 - $85/hr
Client relationship management: Exceptional ability to build trust and foster long-term ... AI-Enabled Client Success: Can collaborate with generative AI to enhance operational excellence ...
New
Sr. Client Success Specialist
Los Angeles, CA · On-site
$75 - $85/hr
Client relationship management: Exceptional ability to build trust and foster long-term ... AI-Enabled Client Success: Can collaborate with generative AI to enhance operational excellence ...
New
Customer Success Manager
Los Angeles, CA · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote -- US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
Quick apply
Customer Success Manager
Los Angeles, CA · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote -- US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
Customer Success Manager
Los Angeles, CA · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote - US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
Customer Success Manager
Los Angeles, CA · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote - US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
We're looking for a Senior Client Success Manager, HOA to join our ever-evolving Client Success Team and help shape the future of global commerce. In this role, you'll serve as a strategic partner to ...
New
We're looking for a Senior Client Success Manager, HOA to join our ever-evolving Client Success Team and help shape the future of global commerce. In this role, you'll serve as a strategic partner to ...
New
FIELD CLIENT SUCCESS COORDINATOR
Tustin, CA · On-site
$24.20 - $27.16/hr
... contracted insurances * Create accounts, templates and schedule of visits for Navigators at ... Partner with management and purchasing to ensure items needed within closets are reordered
FIELD CLIENT SUCCESS COORDINATOR
Tustin, CA · On-site
$24.20 - $27.16/hr
... contracted insurances * Create accounts, templates and schedule of visits for Navigators at ... Partner with management and purchasing to ensure items needed within closets are reordered
FIELD CLIENT SUCCESS COORDINATOR
Tustin, CA · On-site
$24.20 - $27.16/hr
... contracted insurances * Create accounts, templates and schedule of visits for Navigators at ... Partner with management and purchasing to ensure items needed within closets are reordered
Quick apply
FIELD CLIENT SUCCESS COORDINATOR
Tustin, CA · On-site
$24.20 - $27.16/hr
... contracted insurances * Create accounts, templates and schedule of visits for Navigators at ... Partner with management and purchasing to ensure items needed within closets are reordered
Client Service Relations
Pomona, CA · On-site
$23/hr
Client Success Manager Rezolut is looking for a high-energy, organized, and dynamic Client Success ... Medical, Dental, Vision, Life, and other voluntary insurance for full-time employees * 401(k) ...
Client Service Relations
Pomona, CA · On-site
$23/hr
Client Success Manager Rezolut is looking for a high-energy, organized, and dynamic Client Success ... Medical, Dental, Vision, Life, and other voluntary insurance for full-time employees * 401(k) ...
Insurance Client Success Manager information
See Fullerton, CA salary details
$33.9K - $44.1K
4% of jobs
$44.1K - $54.3K
10% of jobs
$61.4K is the 25th percentile. Wages below this are outliers.
$54.3K - $64.5K
16% of jobs
$64.5K - $74.7K
15% of jobs
The median wage is $78.6K / yr.
$74.7K - $84.9K
14% of jobs
$84.9K - $95.1K
14% of jobs
$97.9K is the 75th percentile. Wages above this are outliers.
$95.1K - $105.3K
10% of jobs
$105.3K - $115.5K
10% of jobs
$115.5K - $125.7K
4% of jobs
$125.7K - $135.9K
2% of jobs
$135.9K - $146.1K
2% of jobs
$33.9K
$86.7K
$146.1K
How much do insurance client success manager jobs pay per year?
What is an insurance client success manager?
What are the key skills and qualifications needed to thrive as an insurance client success manager?
How does an insurance client success manager typically collaborate with other departments to support client needs?
What is the difference between Insurance Client Success Manager vs Insurance Account Executive?
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance 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 Fullerton, CA look for?
The top searched job categories for Insurance Client Success Manager jobs in Fullerton, CA are:
What cities near Fullerton, CA are hiring for Insurance Client Success Manager jobs?
Cities near Fullerton, CA with the most Insurance Client Success Manager job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 24 days ago
Milliman rating
8.5
Based on 7 frontline employees who took The Breakroom Quiz
Job description
Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.
Company Overview:
Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry’s most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services, MedInsight is making an impact on healthcare by helping to drive better outcomes for patients while reducing waste. Over 300 leading healthcare organizations have come to rely on MedInsight analytic solutions for healthcare cost and care management.
MedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.
Position Summary:
This position serves as the primary point of contact and liaison for clients, supporting them throughout the client journey from implementation through production. Client Success Managers ensure client needs and expectations are aligned; contractual obligations are met, and day-to-day operations run smoothly. They maintain client satisfaction and help clients realize measurable value from our products and services. The Client Success team provides effective analytical support and proactive recommendations to support data-driven decisions.
Client Success Managers must have a strong understanding of the healthcare industry, emerging trends, and healthcare data. They must be able to work with a variety of healthcare data sources, interpret results, and translate analytic outputs into clear, actionable insights that drive client value. To meet client needs, Client Success Managers are experts in navigating our MedInsight platform and applications, as well as our enterprise tools, and are comfortable working in a cloud-based environment.
Primary Responsibilities:
Client Success Managers are responsible for day-to-day client operations, including ticket management, coordinating system updates, managing data refreshes, and communicating release notifications. They deliver timely client support by managing tickets and ensuring service levels agreements are met.
Client Success Managers collaborate closely with clients through regular engagement, identifying opportunities to improve outcomes, championing data-driven decision-making, and optimizing data processes to maximize the value clients receive from their MedInsight investment.
Client Success Managers work closely with our client engineering teams (located in both the US and India) to coordinate client support activities. This includes clearly communicating requirements, timelines, and priorities so engineering team members can complete tasks and provide status updates and outcomes. While some work maybe performed offshore, client communication is managed in the U.S., so strong communication skills with both clients and internal team members is essential.
Preferred Skills and Experience:
- Bachelor’s degree in related field or equivalent work experience
- 5+ years of experience in data analytics, health care, or related field
- Experience coordinating cross-functional teams to translate client needs into clear requirements, align priorities/timelines, manage escalations, and drive issues to resolution
- Highly organized and detail-oriented, with strong administrative and project management skills; able to manage multiple client priorities, timelines, deliverables, and follow-ups while maintaining accuracy and accountability
- Ability partner crossfunctionally to drive adoption, satisfaction and growth
- Identify opportunities to improve client outcomes or business impact
- Ability to learn and navigate a variety of technical tools to review and analyze client data
- Ability to work with clients on a range of topics including software upgrades, functionality, healthcare analytics and data related questions
- Ability to analyze data and develop client-facing deliverables that are informative, clear, and easy to use
- Ability to ensure data quality, integrity, and security across all data sources and platforms
- Experience with problem-solving and with the ability to work independently and as part of a team
- Experience with Databricks and cloud platforms, particularly Microsoft Azure
- Prior exposure to healthcare payer or ACO data
- Prior exposure to EHR systems, clinical data, and claims data
- Strong communication skills (written and verbal)
- Team player with excellent interpersonal skills
Additional Skills (Nice to Have):
- Familiarity with project management software ex. Azure DevOps, Jira
- Exposure to Python, R, SQL, or other programming languages
This position may also perform other related or unrelated duties as assigned by your supervisors, or as may be required to meet project team goals and objectives. Some limited travel may be required.
Location:
This role is ideally based in Seattle, Washington, but remote work within the United States will be considered. The expected application deadline for this job is November 30, 2026.
Compensation:
The overall salary range for this role is $78,800 - $145,130. For candidates residing in:
- Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $90,620 - 145,130.
- All other locations the salary range is $78,800 - $126,200.
A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.
What Makes this a Great Opportunity?
- Join an innovative, high growth company with a solid industry track record
- Bring your expertise and ideas to directly impact and help build the next generation of MedInsight products and solutions
- Enjoy significant visibility in your work and be recognized for your wins
- Work for a company that values your wellbeing and professional growth, offering a flexible work environment, generous benefits package, and investment in the development of your career
Benefits:
We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:
- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
- Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
- 401(k) Plan – Includes a company matching program and profit-sharing contributions.
- Discretionary Bonus Program – Recognizing employee contributions
- Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
- Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
- Holidays – A minimum of 10 paid holidays per year
- Family Building Benefits – Includes adoption and fertility assistance
- Paid Parental Leave – Up to 11 weeks of paid leave for employees who meet eligibility criteria
- Life Insurance & AD&D – 100% of premiums covered by Milliman
- Short-Term and Long-Term Disability – Fully paid by Milliman
Equal Opportunity:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
#LI-SM1
#LI-REMOTE
About Milliman
Sourced by ZipRecruiter
Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.
Industry
Business management consulting and fitness and sports centers
Company size
1,001 - 5,000 Employees
Headquarters location
Seattle, WA, US