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Insurance Client Success Manager Jobs in Lafayette, LA

Alpine Legacy Group

Client Consultant

New Iberia, LA · On-site

You'll manage your own local territory, build relationships with business owners and their teams ... insurance products. What You'll Do * Build relationships with local professionals through ...

DMR TECHNOLOGIES INC

Account Manager

Lafayette, LA · On-site

$17 - $21/hr

Ensure customers have everything needed for success * Schedule follow-up calls and check-ins ... Dental Insurance * Retirement Plan * Ongoing Training * Career Advancement Opportunities

Alpine Legacy Group

Client Consultant

New Iberia, LA · On-site

$76K - $88K/yr

You'll manage your own local territory, build relationships with business owners and their teams ... insurance products. What You'll Do * Build relationships with local professionals through ...

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Insurance Client Success Manager information

See Lafayette, LA salary details

$31K

$79.3K

$133.7K

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

As of Aug 31, 2026, the average yearly pay for insurance client success manager in Lafayette, LA is $79,325.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,800.00 and $94,500.00 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 are popular job titles related to Insurance Client Success Manager jobs in Lafayette, LA?

For Insurance Client Success Manager jobs in Lafayette, LA, the most frequently searched job titles are:

What job categories do people searching Insurance Client Success Manager jobs in Lafayette, LA look for?

The top searched job categories for Insurance Client Success Manager jobs in Lafayette, LA are:

Insurance Client Success Manager jobs near you

Sr. Account Manager, Client Success (Field Operations)

Lafayette, LA • On-site

DISA Global Solutions, Inc.
Human Resources Consulting Services • 201 - 500 employees

8.1

Company rating: 8.1 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

109th of 499 rated business services

Good employer

Paid breaks

Respectful managers

Learn more about DISA Global Solutions, Inc.external

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

DISA Global Solutions is a leading safety and compliance provider supporting more than 55,000 customers worldwide, including over 30% of the Fortune 500. With 1,600+ team members across 30+ locations, we've delivered innovative solutions since 1986 and process more than 20 million orders each year. As a multi-year Top Workplaces award winner, DISA offers competitive pay, robust benefits, and a collaborative, growth-focused culture. Employees enjoy ongoing training through our internal learning and development team, monthly appreciation events, and numerous opportunities for career advancement.
The Senior Account Manager, Customer Success serves as the primary liaison for a dedicated portfolio of key DISA clients/owners. This role is focused on nurturing long-term partnerships by deeply understanding client/owner needs, driving strategic value, and identifying opportunities to expand services. The successful candidate will bring a consultative approach to account management, blending client insight, business acumen, and solution-oriented thinking to consistently exceed expectations.
Work Location: Remote (Louisiana), Candidates must reside in Louisiana.
Essential functions, responsibilities:
  • Act as the main point of contact for a portfolio of assigned clients/owners, building trust and delivering proactive support and solutions.
  • Gain deep insight into each clients/owner's business model, hiring and onboarding processes, goals, KPIs, and workflows.
  • Develop and maintain detailed account and project plans that outline objectives, timelines, and progress for each client/owner. Grow the account through Upsells and Cross Selling.
  • Serve as a strategic partner to client/owner by understanding their organizational structures and challenging them to consider innovative solutions.
  • Engage with client/owner stakeholders at all levels-from procurement teams to C-suite executives-to identify opportunities and close business.
  • Track and analyze sales trends, revenue generation, and potential competitive threats within accounts.
  • Consistently meet or exceed defined revenue targets and account growth objectives.
  • Ensure that all services provided align with client goals, expectations, and internal KPIs.
  • Lead and deliver impactful Quarterly Business Reviews (QBRs), highlighting service value, performance, and recommendations, often onsite and in person.
  • Prepare for and follow up on key meetings and engagements including presentations, site visits, and strategy sessions.
  • Proactively identify and resolve systemic issues, including performing root cause analysis and implementing solutions.
  • Coordinate with internal and external stakeholders to align on client/owner needs and project deliverables.
  • Oversee and follow up on client/owner escalations and open issues related to operations, billing, technology, or customer service.
  • Maintain accurate and up-to-date records of account activities, meetings, and communications in CRM (Salesforce).
  • Share and implement account management best practices across the team.
  • Participate in additional projects and responsibilities as needed.
  • Additional duties as assigned.

Key Skills and Experience:
  • High School Diploma or GED required, bachelor's degree preferred, or equivalent work experience.
  • 7 years of experience in strategic Account Management, preferably in the pre-hire screening, background screening, or HR services industry.
  • Proven success managing complex solutions with senior-level stakeholders, including C-suite executives.
  • Strong communication, negotiation, and presentation skills.
  • Ability to build and sustain relationships across all levels of an organization.
  • Organized, self-motivated, and results-driven, with excellent attention to detail.
  • Professional demeanor with high business maturity and problem-solving capabilities.
  • High level of proficiency in Microsoft Office and CRM tools such as Salesforce.
  • Willingness to work flexible hours and travel occasionally for client meetings or industry events.
  • Strong business writing practices and analytical skills, including the ability to interpret business and technical documents.

Travel: This position requires regular travel to support client meetings, industry conferences, trade shows, networking events, and business development activities. Travel is expected to be a minimum of 25% and may increase based on business needs.
Work Schedule would be within the following hours of operation: Monday - Friday 8:00 am - 5:00 pm CST
Benefits:
  • Personal and Sick Paid Time Off.
  • 401k with a highly competitive match.
  • 11 Paid Holidays
  • Medical/Dental and Vision.
  • Group Life Insurance, HSA/FSA
  • Employee Assistance Program
  • Educational Assistance Program

Internal Mapping: This role aligns to the internal job profile of Sr. Account Manager, Client Success within the Client Success job family.
Physical Working Conditions: Physical Requirements:
• While performing the duties of this job the employee is regularly required to speak, hear, have close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Walk (occasionally), sit- up to 8hrs. a day, stand (occasionally), use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms, able to lift-up to 15lbs.(occasionally).
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation for this role is determined by factors such as skills, experience, education, training, and internal equity. Pay may also vary based on geographic location in accordance with our compensation practices.
Job Pay Range
$80-$100K
EEO/M/F/Vet/Disability

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