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Insurance Client Success Manager Jobs in Raleigh, NC

Customer Success Manager

Raleigh, NC · Hybrid

$65K - $80K/yr

Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That ... Position Overview We're searching for a Customer Success Manager to join our EZLynx team in Hybrid ...

This role is responsible for managing high-impact client relationships, leading executive-level ... Success in this role is measured by retention, account growth, and customer advocacy across an ...

This role is responsible for managing high-impact client relationships, leading executive-level ... Success in this role is measured by retention, account growth, and customer advocacy across an ...

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

... by the client that can be leveraged for renewals and business growth discussions. * Identify ... manage them differently * Experience with Totango or other success platforms MIN: 112K MAX: 140K ...

THE ROLE The Client Success Director plays a critical role in the implementation of TimeDoc's software and services and the ongoing management of key client relationships. This individual will ...

High-performing CSMs at BetterUp are a primary pipeline for our Client Delivery Director (CDD ... Medical, dental, and vision insurance * Flexible paid time off * Per year: * All federal/statutory ...

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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 Jun 30, 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 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:
Customer Success Manager

Customer Success Manager

Applied Systems, Inc.

Raleigh, NC • Hybrid

$65K - $80K/yr

Other

Medical, Dental, Vision, PTO

This job post has expired today. Applications are no longer accepted.


Applied Systems rating

8.0

Company rating: 8.0 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

143rd of 277 rated insurance


Job description

Job Description

Amazing Career Moments Happen Here 

Transforming the insurance industry is ambitious, we know. That's why at EZLynx, a division of Applied, we are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. We are the Real-Time Rating pioneers in our industry, and we are looking for out-of-the-box thinkers and innovative solution seekers to join our team. 

Position Overview 

We're searching for a Customer Success Manager to join our EZLynx team in Hybrid setting.  To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. 

What You'll Do

  • Forge strong, productive relationships with enterprise customers
  • Develop and implement strategies to achieve maximum adoption of the EZLynx platform
  • Provide first-class customer service, resulting in high NPS scores
  • Collaborate with internal teams to resolve customer issues and communicate product requests in a timely manner
  • Understand, analyze, and solve challenging customer requests with creative solutions
  • Monitor customer usage metrics, areas for improvement, and new product features
  • Develop a deep understanding of customer business initiatives and create strategic success plans to help them achieve their goals
  • Gauge customer engagement and provide feedback to internal teams for product and service improvements
  • Continuously drive communication and customer advocacy across departments to ensure a consistent customer experience
  • Occasionally travel for customer events or team meetings.

We're Excited to Learn More About You 

Your experience may include:

  • A minimum of 3 years of experience in a Customer Success role, demonstrating expertise in best practices and customer retention
  • Excellent presentation skills
  • Ability to organize and prioritize tasks with high attention to detail
  • Takes an empathetic approach to customer frustrations and needs
  • Experience working with customer and senior executive stakeholders
  • A creative problem-solving mindset
  • A Bachelor's degree or equivalent work experience

You may have other skills or credentials, including:

  • Insurance industry experience
  • Proficiency in Salesforce, Power BI, and Excel
  • Knowledge of Insurance Agency Networks

 Location

  • Can work hybrid from our office in Lewisville, TX or Chicago, IL (West Loop)

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply! 

When You Join Team EZLynx, You Can Expect: 

A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day. 

We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.At EZLynx, we are not only committed to delivering innovative services to our clients but doing so as a team. 

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day: 

  • Medical, Dental, and Vision Coverage 
  • Holiday and Vacation Time 
  • Health & Wellness Days 
  • A Bonus Day for Your Birthday 

Our targeted starting base salary in the United States for this position ranges from $65,000 - $80,000. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.

Learn more about the people behind our products at https://www.ezlynx.com/about-us/careers/  

Your Security Matters: 

Our candidates' personal information and online safety are top of mind for us. At EZLynx, a division of Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers. 

EEO Statement 

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law. 

#LI-Hybrid 

#LI-US

Employment Type: OTHER