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Insurance Client Success Manager Jobs in Portland, OR

The Client Success Management Team is client-centric and understands customer needs in all that they do. Additionally, you will continuously seek out opportunities to enhance our onboarding processes.

Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Life Insurance & AD&D - 100% of premiums covered by Milliman * Short-Term and Long-Term Disability ...

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Medical, Dental and Vision insurance * Financial Well-Being: Competitive salary with 401k and 4% ... Success for us is about more than just driving sales, it's also about telling our client's brand ...

Position Summary As a Success Manager, you will manage a portfolio of affiliated physician ... Comprehensive benefits: health, dental, vision insurance, and retirement plans. * Professional ...

The Role The Customer Success Manager role is pivotal in building and nurturing long-term ... What you'll do Client Relationship Support * Influence a portfolio of enterprise retail accounts to ...

The Role The Customer Success Manager role is pivotal in building and nurturing long-term ... What you'll do Client Relationship Support * Influence a portfolio of enterprise retail accounts to ...

New

Business Customer Success Manager

Portland, OR ยท On-site

$72K - $128K/yr

... Client Services, serving as the voice of the customer and ensuring long-term customer health ... Up to 5 years of experience in Customer Success, Account Management, Sales, Renewals, or other ...

Manage the department and ensure the team complies with company guidelines particularly related to ... internal teams to resolve client issues * Work logically to diagnose and resolve basic to ...

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Showing results 1-20

Insurance Client Success Manager information

See Portland, OR salary details

$34.5K

$88.1K

$148.5K

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

As of Jun 9, 2026, the average yearly pay for insurance client success manager in Portland, OR is $88,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,100.00 and $105,000.00 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 are popular job titles related to Insurance Client Success Manager jobs in Portland, OR? For Insurance Client Success Manager jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Portland, OR look for? The top searched job categories for Insurance Client Success Manager jobs in Portland, OR are:

Client Success Manager

Xnurta

Portland, OR โ€ข Remote

Full-time

Posted 14 days ago


Job description

Who We Are

Xnurta, powered by SparkX, is an AI-powered ad management platform for brands, sellers and agencies, on Amazon and beyond. We deliver exceptional advertising performance through AI-powered ad technology, advanced analytics and expert services that give advertisers unparalleled advantages. Our technology enables both advertisers and our own experts to create customized advertising programs that consistently increase sales, save time in campaign creation and optimization, and deliver consistent campaign performance. By providing advertisers with flexibility and transparency in how they want to utilize the best of AI and human intelligence, we empower them to customize the level of automation and granularity of their advertising strategies.

Our Values

Our core values are the foundation of our culture and the driving force behind our innovative approach to retail media advertising.

โ€ข Humble Excellence: Humility is the cornerstone of excellence. We emphasize respect for clients and stakeholders, aiming to educate, serve and foster strong relationships.

โ€ข Always Learning Mindset: Continuous adaptation and a growth mindset are crucial to our team, as thereโ€™s always more to learn and new ways to innovate.

โ€ข Extreme Accountability: Everyone is expected to take full ownership, ensuring communication of any obstacles while delivering results.

โ€ข Diverse Thinking: While expertise in Amazon Ads is valued, we also prioritize diversity in experiences, including backgrounds from brand, agency, tech and other industries.

โ€ข Customer Obsession: A relentless commitment to understanding and prioritizing our clients' needs, ensuring exceptional service and value at every touchpoint to drive innovation and foster loyalty.

Position Overview

It is your responsibility as the Client Success Manager to ensure that our clients' experiences begin on the right foot, to provide best-in-class support to our clients, and to be the subject matter expert on all things Xnurta. The Client Success Management Team is client-centric and understands customer needs in all that they do. Additionally, you will continuously seek out opportunities to enhance our onboarding processes. You will build and scale workflows and documentation to support client growth. You will work cross-functionally with all internal stakeholders, identify up-sell opportunities, and find creative solutions to reduce churn.

Key Responsibilities

โ€ข Client Relationship Management: Maintain strong relationships with key agencies and brands while providing tactical and strategic support to our Enterprise accounts.

โ€ข Proactive Support: Providing lead support for client escalations as well as adopting a client-centered approach to solving problems.

โ€ข Feedback Loop: Gather client feedback and insights to inform product team of development opportunities and improvements, ensuring their voices are heard.

โ€ข Cross-Functional Collaboration: Work closely with sales, product, and support teams to address client needs and enhance the overall client experience.

โ€ข Reporting: Ensure clear communication with the Product Team by compiling product reports and systematically documenting errors.

โ€ข Performance Tracking: Track client engagement metrics and usage data to identify opportunities for growth and improvement.

โ€ข Client Education: Provide expert insight during webinars and sales support as needed while leading the development of training materials.

โ€ข Problem Resolution: Address and resolve client inquiries and issues efficiently, ensuring a positive client experience at all times.

Qualifications

โ€ข Bachelorโ€™s degree in Business, Communication, or a related field preferred.

โ€ข 5+ years of experience in client success, customer service, or a related role.

โ€ข Experience with Amazon Ads or general ad tech required.

โ€ข Strong communication and interpersonal skills, with the ability to build rapport with diverse clients.

โ€ข Experience influencing internal and external stakeholders.

โ€ข Experience managing programs across cross functional teams, building processes and coordinating client care.

โ€ข Ability to work independently and collaboratively in a fast-paced environment.

What We Offer

โ€ข Competitive salary and benefits package.

โ€ข A supportive and inclusive work environment.

โ€ข Remote work.