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Insurance Client Success Manager Jobs in Raleigh, NC

Safety Plus, Inc.

Customer Success Manager

Raleigh, NC · Remote

$60K - $70K/yr

As a key member of our Customer Success team, you'll play a pivotal role in shaping the future of ... Key Responsibilities Client Relationship Management * Serve as the primary point of contact for a ...

Versana

Client Success Operations Lead

Raleigh, NC

The Client Success Operations Lead reporting to the Director of Product Operations, will partner ... Exposure to CRM platforms to track and follow up on customer requests. Understanding of financial ...

Versana

Client Success Operations Lead

Raleigh, NC

The Client Success Operations Lead reporting to the Director of Product Operations, will partner ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...

3E

Customer Success Manager

Raleigh, NC · Remote

$74K - $84K/yr

... Account Management, client services, or another customer-facing role * Experience in SaaS ... Our US Benefits Include: - Health, dental, and vision insurance - Life insurance and disability ...

NetApp

Keystone Success Manager

Morrisville, NC · Hybrid

Job Summary As a Keystone Success Manager (KSM), you will serve as the primary trusted advisor for ... This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off ...

NetApp, Inc.

Keystone Success Manager

Morrisville, NC · On-site

Job Summary As a Keystone Success Manager (KSM), you will serve as the primary trusted advisor for ... This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off ...

NetApp

Keystone Success Manager

Morrisville, NC

Relationship Management: Own the relationship between NetApp Keystone the Customer and key ... This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off ...

Steer

Strategic Customer Success Manager

Raleigh, NC · Remote

About the Role As a Strategic Customer Success Manager, you will own and grow relationships with ... Medical, Dental, and Vision insurance within 30 days (100% employer-paid medical) * Equity package

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Raleigh, NC

Insurance Client Success Manager information

See Raleigh, NC salary details

$31.6K

$80.7K

$136.1K

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

As of Jul 25, 2026, the average yearly pay for insurance client success manager in Raleigh, NC is $80,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,800.00 and $96,200.00 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 Raleigh, NC? For Insurance Client Success Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Raleigh, NC look for? The top searched job categories for Insurance Client Success Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Insurance Client Success Manager jobs? Cities near Raleigh, NC with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you
Client Success Operations Associate

Client Success Operations Associate

Versana

Raleigh, NC • On-site

Full-time

Posted 6 days ago

Job description

About Us:

Versana is an industry-backed fintech on a mission to make the syndicated loan market  better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest 
assured they are accessing the loan market’s most credible source of deal information.
About You:

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana’s new product launch. This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana’s new product. 

Key Responsibilities:
• Actively drive client participation and engagement to support a new Versana  product launch. 
• Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
• Passionate about developing and implementing the ideal customer journey for a new product.
• Provide direct client training to drive adoption of Versana’s self-service technology solution.
• Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation. 
• Provide ongoing support to new clients with training and manual processing of the new product’s launch. 
• Address queries from Agents and Lenders around the new product’s process and workflow, from loan and amendment documentation, system queries to process of the new product’s capture
• Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existingprocesses. 
• Adhere to internal and external onboarding and new product related SLAs, where applicable.
• Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.
Must Haves:
• 3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.
• Prior experience with customer success in a start-up environment.
• Strong problem solving and analytical thinking skills, with a willingness to dive into details.
• Excellent communication and presentation skills. 
• Detailed knowledge of process planning.
• Experience in customer facing role highly desirable.
• Exposure to CRM platforms to track and follow up on customer requests.
• Understanding of financial products (must have).
• Comfortable engaging with personas at all levels at buy side and sell side firms. 
Equal Opportunity Employer:
 
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.