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Insurance Client Success Manager Jobs in Pittsburgh, PA

Ceeva

Customer Success Manager

Pittsburgh, PA · On-site

$70K - $85K/yr

Vision insurance Ceeva Customer Success Manager Job Summary The Customer Success Manager (CSM) role ... The CSM ensures that client projects are being planned, managed, and executed correctly and ...

Ceeva

Customer Success Manager

Pittsburgh, PA · On-site

$70K - $85K/yr

The CSM ensures that client projects are being planned, managed, and executed correctly and ... Medical, dental & vision insurances * 401(k) & Profit-Sharing Plan * Flexible remote workday - 1 ...

Ceeva

Customer Success Manager

Pittsburgh, PA · On-site

$70K - $85K/yr

The CSM ensures that client projects are being planned, managed, and executed correctly and ... Medical, dental & vision insurances * 401(k) & Profit-Sharing Plan * Flexible remote workday - 1 ...

Alera Group

Client Relationship Specialist

PA · On-site

... our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and ... Manage submission of new applications, enrollment forms, policy updates, customer record ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Pittsburgh, PA

Insurance Client Success Manager information

See Pittsburgh, PA salary details

$31.6K

$80.6K

$135.9K

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

As of Jul 31, 2026, the average yearly pay for insurance client success manager in Pittsburgh, PA is $80,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,800.00 and $96,100.00 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 job categories do people searching Insurance Client Success Manager jobs in Pittsburgh, PA look for? The top searched job categories for Insurance Client Success Manager jobs in Pittsburgh, PA are:
What cities near Pittsburgh, PA are hiring for Insurance Client Success Manager jobs? Cities near Pittsburgh, PA with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Client Success Manager (Client Management II) - REMOTE

Optima Healthcare Solutions, LLC

Pittsburgh, PA • Remote

$67K/yr

Full-time

Medical, PTO

Posted yesterday

New

Job description

About Net Health

Belong. Thrive. Make a Difference.

Are you looking for a meaningful and satisfying career where you have endless opportunities to grow and be financially rewarded? Net Health may be the perfect place for you.

A high-growthand profitable company, we help caregivers harness data for human health.Wealsohonor and respect the needs of our Net Health family and staff,which is why weoffer awork-from-anywhere environment and unlimited PTO.Ourwelcomingand collaborativeculturepaired with progressive benefits makesNet Healththe ultimate career home!

As a leading-edgeSaaScompany in healthcare, we deliver solutions that help patients get better, faster, and livemore fulfilling lives. Our software and predictive analytics coverthecontinuum of care, fromhospital-to-home, across various medical specialties. Come join us andstart the next chapter of your exciting careerwhile helping otherstolive better lives.

World-Class Benefits That Reflect Our World-ClassCulture.

Click Here to Learn More!:

#WorkFromAnywhere#UnlimitedPTO#ComprehensiveBenefitsPackage#EmployeeResourceGroups #CasualDressCode #PrioritizedEmployeeWellness#DiversityAndInclusion#AVoice#NewHireSupport#CareerDevelopment #EducationalAssistance #EmployeeReferralBonus#ProgressiveParentalLeave

JOB OVERVIEW

The Client Success Manager (CSM) is a developing client success professional who manages a moderate portfolio with growing independence. The CSM owns day-to-day client relationships and standard success motions, driving adoption, satisfaction, and retention, while deepening product and healthcare-domain fluency and escalating complex or strategic matters as needed.

Key Responsibilities

  • Independently manage a moderate portfolio of clients across the full post-implementation lifecycle.
  • Serve as the primary point of contact, driving adoption and satisfaction through proactive engagement, training, and support.
  • Conduct standard business reviews and strategic check-ins with client stakeholders.
  • Monitor client health data to identify risks and opportunities; resolve routine issues and escalate complex ones.
  • Surface upsell and renewal signals and support renewal preparation in partnership with Sales.
  • Collaborate across Support, Product, and Implementation to advocate for client needs.
  • Maintain accurate records of client interactions and status in the CRM.

Qualifications

  • Bachelor’s degree in Healthcare Administration, Business, Information Systems, or a related field — or equivalent experience.
  • 3+ years in client success, account management, or healthcare software.
  • Solid understanding of healthcare operations and EHR systems.
  • Strong communication, relationship-building, and problem-solving skills.
  • Ability to manage multiple clients and priorities in a fast-paced environment.
  • Experience with CRM tools (e.g., Salesforce) and customer success platforms is a plus.


Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as requested to meet the ongoing needs of the organization.

Salary Range: $53,600.00 - $67,000.00 USD

A word on Al-assisted candidate fraud & deepfakes: Our company maintains a zero-tolerance policy for the use of Al tools to misrepresent a candidate's skills, experience, or qualifications during the hiring process. We utilize advanced screening methods to detect such practices and reserve the right to disqualify and report candidates who violate this policy.

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