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Insurance Client Success Manager Jobs in Webster, MA

Citizens

Private Client Relationship Manager

Franklin, MA · On-site

$83K - $104K/yr

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

Citizens

Private Client Relationship Manager

Milford, MA · On-site

$83K - $104K/yr

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Insurance licenses can be obtained within a specified timeline after hire. * Demonstrated success ...

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Insurance Client Success Manager information

See Webster, MA salary details

$33.7K

$86K

$145K

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

As of Sep 5, 2026, the average yearly pay for insurance client success manager in Webster, MA is $86,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,600.00 and $102,500.00 per year, depending on experience, location, and employer.

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 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 cities near Webster, MA are hiring for Insurance Client Success Manager jobs?

Cities near Webster, MA with the most Insurance Client Success Manager job openings:

Insurance Client Success Manager jobs near you

Licensed Insurance Sales Agent

New York Life - Rob Ward

Johnston, RI • On-site

Full-time

Re-posted 28 days ago

Job description

Description
Join us at New York Life - Rob Ward, a Licensed Insurance Sales Agent- where you'll play a vital role in empowering individuals, families, and businesses to achieve financial security. You'll have the opportunity to make a meaningful impact by understanding your clients' goals, identifying their needs, and crafting personalized strategies that ensure long-term financial well-being. Your work will not only protect what matters most to your clients but also help them build wealth and prepare for the future with confidence.
We're committed to your success from day one, offering industry-leading training and personalized mentorship to equip you with the skills and support needed to thrive. With access to a comprehensive portfolio of insurance and financial solutions, you'll have the flexibility to deliver tailored recommendations that align with each client's unique goals. Enjoy a competitive compensation package, significant earning potential, and a comprehensive benefits plan, all while building lasting client relationships. If you're passionate about helping others and eager for a career with purpose and growth, let's embark on this rewarding journey together.
Responsibilities
• Engage with clients to understand their financial goals and provide tailored insurance solutions.
• Develop and maintain strong relationships with clients, ensuring their ongoing satisfaction and trust.
• Conduct thorough needs assessments to identify opportunities for clients to enhance their financial security.
• Educate clients on the benefits of various insurance products, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize company resources and tools to streamline the sales process and enhance client experience.
Qualifications
Build Your Career with New York Life
New York Life is seeking driven, client-focused professionals who are passionate about helping individuals and families achieve financial confidence. As a Financial Services Professional, you'll guide clients through important financial decisions while building a career designed for long-term growth and impact.
We provide comprehensive training, proven tools, and ongoing support to help you succeed, enabling you to deliver personalized solutions and trusted advice throughout every stage of the clients' lives.
What You'll Gain:
• A rewarding career with meaningful impact
• Access to a broad range of financial solutions
• Industry-leading training and professional mentorship
• The opportunity to build lasting, trust-based client relationships
• A meaningful way to serve and strengthen your community

Apply