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Insurance Client Success Manager Jobs in Fullerton, CA

Third

Director of Client Success

Los Angeles, CA · On-site +1

$180/hr

DIRECTOR, CLIENT SUCCESS About third Third is a modern-commerce growth company helping brands turn ... Implement best practices for lifecycle management in a fast-scaling environment. * Thought ...

WildBrain

Client Success Specialist

Los Angeles, CA · Hybrid

Across YouTube, FAST and AVOD, we manage and monetize over 1,000 premium channels for owned and ... Some of the perks we have are private medical insurance, income protection, gym subsidy, bonus time ...

WildBrain

Client Success Specialist

Los Angeles, CA · Hybrid

Across YouTube, FAST and AVOD, we manage and monetize over 1,000 premium channels for owned and ... Some of the perks we have are private medical insurance, income protection, gym subsidy, bonus time ...

WildBrain

Client Success Specialist

Los Angeles, CA · On-site

Across YouTube, FAST and AVOD, we manage and monetize over 1,000 premium channels for owned and ... Some of the perks we have are private medical insurance, income protection, gym subsidy, bonus time ...

Plat AI

Client Success Representative

Glendale, CA · On-site

Gather feedback and channel it back to the Product Manager. * Configuration & Documentation: * Keep ... Qualifications * 3+ years in Client Success, Account Management, or Implementation for a SaaS or ...

Plat

Client Success Representative

Glendale, CA · On-site

Gather feedback and channel it back to the Product Manager. * Configuration & Documentation: * Keep ... Qualifications * 3+ years in Client Success, Account Management, or Implementation for a SaaS or ...

Plat AI

Client Success Representative

Glendale, CA · On-site

$60K - $100K/yr

Gather feedback and channel it back to the Product Manager. * Configuration & Documentation: * Keep ... Qualifications * 3+ years in Client Success, Account Management, or Implementation for a SaaS or ...

EBizCharge

Client Success Associate

Irvine, CA · On-site

Monitor and manage support queues to ensure service agreements are met. * Assist with account ... Benefits: * Employer paid benefits (including Medical, Dental, Vision, & life insurance) for ...

EBizCharge

Client Success Associate

Irvine, CA · On-site

Monitor and manage support queues to ensure service agreements are met. * Assist with account ... Benefits: * Employer paid benefits (including Medical, Dental, Vision, & life insurance) for ...

Doist

Client Success Specialist

Los Angeles, CA · On-site

$70 - $100/hr

ResponsibilitiesClient Support & Relationship Management Serve as a day-to-day point of contact for client, agency and brand queries -- building strong relationships through timely, professional ...

New

We Recruit

Customer Success Manager

Los Angeles, CA · On-site

Customer Success Manager We are looking for a customer success manager who can provide ongoing ... Establish clear client retention goals * Process milestones for the clients and employees to work ...

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Showing results 21-40

All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Fullerton, CA

Insurance Client Success Manager information

See Fullerton, CA salary details

$33.9K

$86.7K

$146.1K

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

As of Aug 20, 2026, the average yearly pay for insurance client success manager in Fullerton, CA is $86,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,100.00 and $103,300.00 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 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:

Insurance Client Success Manager jobs near you

Director of Client Success

Third

Los Angeles, CA • On-site, Remote

$180/hr

Full-time

Medical, Dental, Vision, PTO

Posted 7 days ago

Job description

DIRECTOR, CLIENT SUCCESS
About third
Third is a modern-commerce growth company helping brands turn new and emerging platforms into real sales channels. Our integrated acquisition strategy connects best-in-class teams across TikTok, Whatnot, Meta, Snap, and beyond - eliminating the need to stitch together multiple partners.
We blend deep niche expertise with modern execution to launch, operate, and scale commerce on new platforms, transforming culture, creators, and content into real product sales.
The Role
Third is now hiring a Director of Client Success to scale our client partnerships across brand and retail accounts. In this role you will be responsible for defining and executing the overarching client success strategy, ensuring our partners achieve meaningful business results through livestream and social commerce.
What You'll Do
The Director, Client Success drives retention and expansion across key accounts and works cross-functionally to elevate the client experience. The ideal candidate is a strategic operator and relationship builder with deep expertise in digital media, e-commerce, and the evolving creator economy.
Key responsibilities include:
  • Client Success Strategy: Support Third's client success vision and strategy: drive engagement, retention, and revenue growth across brand and retail partnerships. Recommend scalable processes to support long-term success.
  • Enterprise Relationship Ownership: Senior point of contact for enterprise partners, ensuring alignment between client objectives and Third's platform capabilities.
  • Revenue Growth & Expansion: Identify and drive upsell and expansion opportunities across existing accounts. Partner closely with Sales to support renewals, retention forecasting, and account growth strategy.
  • Performance & Insights: Oversee campaign performance analysis and reporting; ensure clients receive clear, actionable insights. Elevate reporting standards and leverage data to inform strategy and mitigate churn risk.
  • Cross-Functional Collaboration: Partner with Product, Production, Commerce, Marketing, and Operations to advocate for client needs, influence roadmap priorities, and improve the client experience.
  • Operational Excellence: Bring recommendations to help refine scalable onboarding, success planning, and health scoring processes to support Third's growth. Implement best practices for lifecycle management in a fast-scaling environment.
  • Thought Leadership: Maintain a deep expertise across the social commerce and creator economy landscape. Provide strategic guidance internally and externally, positioning Third as a leader in livestream commerce.

What We're Looking For
Basic Qualifications
  • Bachelor's degree or equivalent experience in Client Success, Account Management, Digital Media, E-commerce, or related fields.
  • 8+ years of experience in client success, account management, or a related customer-facing role, ideally within digital media, SaaS, or social commerce.
  • 3-5+ years of experience on high-performing client success teams.
  • Proven track record of managing and growing enterprise-level client relationships.
  • Strong analytical capabilities, with the ability to interpret performance data and translate insights into actionable strategy.
  • Excellent communication and executive presentation skills.
  • Experience working cross-functionally in a fast-paced, high-growth environment.
  • Deep understanding of the creator economy, livestream commerce, and digital marketing trends.

Nice to Haves
  • Experience working at a high-growth startup.
  • Previous experience with TikTok Shop or livestream commerce platforms.
  • Understanding of cold-start brand growth strategies.
  • Familiarity with tools such as Google Analytics, Looker, Airtable, CRM platforms, and customer success software.

Who You Are
  • You have a passion for what happens at the intersection of content, commerce, and community.
  • You take initiative based on your comprehensive experience in marketing for enterprise / complex client organizations.
  • You bring a creative problem-solving mindset and a proactive, ownership-driven approach.
  • You are looking for a challenging role that gives you room to explore, learn, and grow.

Why This Role Matters
Our clients are ready to scale.
They need a social commerce and livestream strategy to get there.
And they want to see meaningful results.
As Director of Client Success, you are here to make that happen.
Location
United States / Remote
Los Angeles, CA, New York, NY, Minneapolis, MN preferred
Compensation
  • Base salary $180-200K + 20%
  • Comprehensive health, dental, and vision coverage
  • Flexible PTO
  • Remote-first work environment with periodic team gatherings
  • Access to an industry-leading network across social commerce, creator, and brand marketing

Third is an equal opportunity employer. We are committed to building a diverse team and an inclusive environment where all employees feel valued and empowered.

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