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Insurance Client Success Manager Jobs in Montevallo, AL

Pwc

MDM Senior Architect-Senior Manager

Birmingham, AL · On-site

$124K - $280K/yr

You utilize your proficiency in MDM platforms and data management to drive client success and develop top-performing, diverse teams. Responsibilities - Architect and manage master data management ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Montevallo, AL

Insurance Client Success Manager information

See Montevallo, AL salary details

$32K

$81.7K

$137.7K

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 Montevallo, AL is $81,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $97,400.00 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 Montevallo, AL look for? The top searched job categories for Insurance Client Success Manager jobs in Montevallo, AL are:
What cities near Montevallo, AL are hiring for Insurance Client Success Manager jobs? Cities near Montevallo, AL with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Business Development Manager- Mechanical Contracting

ConstructionExecs

Birmingham, AL • On-site

$80K - $220K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

Business Development Manager - Mechanical Contracting
Birmingham, AL
The Organization
Our client is a premier, established employee-owned (ESOP) mechanical contractor providing strategic HVAC, plumbing, and piping solutions across the Southeast. Known for their technical expertise and commitment to long-term client relationships, they are currently entering a phase of significant market expansion and growth.
The Role
The Business Development Manager is a high-impact, revenue-generating leader responsible for driving market growth across commercial, industrial, and institutional sectors. Reporting to the executive leadership team, you will secure new project opportunities and bridge the gap between preconstruction and operations to ensure long-term client success.
Core Responsibilities
  • Strategy: Develop and execute comprehensive business development plans to identify high-value opportunities with general contractors, developers, and facility managers.
  • Execution: Lead the pursuit of new projects, manage the sales pipeline via CRM tools, and consistently achieve revenue and margin goals.
  • Collaboration: Partner with estimating and preconstruction teams on proposals and budgets to ensure a seamless project handoff to operations.
  • Compliance: Represent the organization at industry trade shows and networking events, maintaining the highest professional standards and brand visibility.
Candidate Profile
  • 5+ years of experience in business development or sales within Mechanical Contracting or the MEP industry.
  • Technical proficiency in CRM tools and a deep understanding of the construction lifecycle and delivery methods (Design-Build, Plan/Spec).
  • Proven ability to build relationships with key decision-makers and close complex, multi-million dollar deals.
  • Educational background in Construction Management, Business, or Engineering preferred.
Compensation & Performance
  • Salary: Competitive Base + Performance-Based Incentives (Commensurate with experience)
  • Insurance: Comprehensive health, dental, and vision coverage
  • Retirement: 401(k) with company match and Employee Stock Ownership Plan (ESOP)
  • Time Off: Generous paid time off and holiday schedule
  • Perks: Company vehicle or vehicle allowance provided

Application Process
Interested candidates should submit their resume and project list for a confidential review. Contact our executive search team directly at [Email Address].
Building the teams that build the future.

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