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Insurance Client Success Manager Jobs in Montevallo, AL

Alpine Legacy Group

Client Consultant

Bessemer, AL · 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 ...

Safety Plus, Inc.

Traveling Safety Manager

Birmingham, AL · Remote

$70K - $90K/yr

Position Summary A Safety Plus Safety Manager is part of a team that is responsible for driving long-term client success by providing leadership and expertise to enhance client safety performance ...

Forvis Mazars

Manager, Assurance - 2236875

Birmingham, AL · On-site

$104K - $126K/yr

Manage the planning and execution of audit engagements, ensuring effective coordination of ... client success * Support client growth and retention through strategic planning and business ...

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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

Client Consultant

Alpine Legacy Group

Bessemer, AL • On-site

$76K - $88K/yr

Full-time

Medical, Dental, Vision

Posted 4 days ago

Job description

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential. We help protect families, nurture leaders, and build meaningful careers grounded in integrity, growth, and purpose. Every day, we show up with heart, lead with passion, and celebrate the wins — big and small.

We’re growing fast and looking for motivated, service-minded individuals who want more out of life — more freedom, more impact, and more personal fulfillment.

The Role

As a Client Consultant, you’ll learn, grow, and earn — all at once. Our training blends mentorship, real-world experience, and personalized support from leaders who genuinely care about your success. You’ll gain the confidence, skills, and tools to build a lasting career while making a difference in your community.

You’ll manage your own local territory, build relationships with business owners and their teams, and help families secure protection all through our premium supplemental insurance products.

What You’ll Do

  • Build relationships with local professionals through meaningful conversations and community connections.

  • Guide clients through decisions that protect their families and futures.

  • Use our CRM system to stay organized, track your progress, and manage your growing client base.

  • Collaborate closely with your team — we believe in lifting each other up.

  • Set goals, reach them, and keep growing toward your next milestone.

What It Takes

  • A people person who thrives on connection and purpose.

  • Positive, coachable, and eager to grow personally and professionally.

  • Self-motivated with strong follow-through and time management.

  • Background in leadership, athletics, or community involvement is a plus — we love team players with heart.

Requirements

  • Clean background check, valid driver’s license, and reliable transportation.

  • Active Health & Life License (or willingness to obtain — we’ll guide and reimburse you).

  • Bachelor’s degree or equivalent experience and a strong desire to learn.

Compensation & Perks

  • Weekly draw + unlimited commissions — your effort equals your earnings.

  • Monthly bonuses, quarterly stock shares, and long-term renewal income.

  • All-expense-paid incentive trips to amazing destinations.

  • Health, dental, and vision benefits after 60 days.

  • Performance-based promotions — your results speak for themselves.

  • A supportive, empowering culture built on growth, gratitude, and teamwork.

Join a team that believes in you.
Start your journey. Build your legacy.
www.alpinelbg.com