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Insurance Client Success Manager Jobs in Gurnee, IL

The Client Support Manager (CSM) is responsible for developing strategic relationships and managing ... Works closely with the Client Success Specialist and Client Service to ensure that tasks that are ...

The Client Support Manager (CSM) is responsible for developing strategic relationships and managing ... Works closely with the Client Success Specialist and Client Service to ensure that tasks that are ...

Minimum 2 years of group insurance client management experience. * State insurance license required. * Strong customer service, consulting, negotiation, and communication skills. * Proficiency in ...

State insurance license required. * Proven expertise in client management, consulting, negotiation, and leadership. * Advanced proficiency in Excel, Word, and PowerPoint. * Strong analytical ...

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Insurance Client Success Manager information

See Gurnee, IL salary details

$31.2K

$79.7K

$134.4K

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

As of Jul 27, 2026, the average yearly pay for insurance client success manager in Gurnee, IL is $79,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,100.00 and $95,000.00 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 are Insurance Client Success Managers?

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, and why are they important?

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 cities near Gurnee, IL are hiring for Insurance Client Success Manager jobs? Cities near Gurnee, IL with the most Insurance Client Success Manager job openings:
Enterprise Client Success Manager

Enterprise Client Success Manager

Paylocity

Schaumburg, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago


Paylocity rating

7.7

Company rating: 7.7 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

167th of 487 rated business services


Job description

Description:

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.


While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.


We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!


Hybrid: This role follows a hybrid schedule (post training), requiring two days in the office at our Schaumburg, IL. location and three days remote per week. The in-office days are subject to business needs. Candidates must be able to commute to the office as required.? The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.


The Executive Account Manager (Client Success Manager) provides telephone, email, and potentially on-site support to large revenue clients who contact Paylocity concerning payroll/HR practices, software operations, and other technical and non-technical issues. The Executive Account Manager works directly with other departments to ensure the client’s needs are being met. The Executive Account Manager will be developing business relationships with each of their clients. They will identify their clients’ business objectives and aligning Paylocity solutions to meet their objectives. The Executive Account Manager will represent Paylocity as the “face and voice: responsible for the experiences of Paylocity’s highest revenue and most complex clientele.


Responsibilities:

  • Provide professional, ethical, knowledgeable, and reliable service to clients.
  • Develop and maintain strong relationships with an assigned portfolio of high revenue, complex clients by continuously striving to meet and exceed client expectations.
  • Apply critical thinking and problem-solving skills to research, troubleshoot, and walk clients through our products to solve the client’s request.
  • Conduct proactive meetings through conference calls and possibly onsite meetings to identify business needs and maintain high satisfaction levels of clients within the assigned portfolio.
  • This person must maintain expert-level knowledge of Paylocity products and partnerships to ensure each client is realizing the maximum benefit of our system.
  • Monitor and facilitate the resolution of open ITS(s) and participate in client conference calls with Client Relationship Managers when necessary.
  • Assist with special projects as assigned.
  • Work overtime as needed, especially during year-end.
  • Other duties as assigned.

Requirements:

  • Bachelor’s degree or applicable client services/industry experience
  • Minimum 3 years’ experience in a payroll service bureau, benefits center, or as a payroll/HR/benefits administrator required
  • Prior experience in project management or problem-solving preferred
  • Travel is required up to 25% across the US.
  • Experience in a help desk environment or software support highly desirable
  • Computer skills, including Windows and MS Office programs required
  • Customer service focused
  • Strong communication and listening skills
  • Strong problem-solving/analytical ability
  • Strong mathematical aptitude
  • Team orientation
  • Time management
  • Ability to manage change
  • Dependability
  • Attention to detail
  • CPP highly preferred

Preferred Skills:

  • Self-starter with the ability to handle multiple projects at once
  • Excellent writing skills for business communications
  • Strong interpersonal skills to be able to communicate effectively to a multitude of personalities and work across the organization to get issues resolved
  • Ability to work cross-functionally and build and maintain strong internal partnerships
  • Able to identify the strengths and weaknesses of solutions or approaches to problems
  • Able to deliver accurate information within required deadlines

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.


We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.


We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.


The pay range for this position is $63,000 - $90,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

Requirements:



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