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Insurance Client Success Manager Jobs (NOW HIRING)

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV

Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from ...

DebtBlue LLC

Client Success Manager

Richardson, TX · On-site

The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...

Payliance

Client Success Manager

Columbus, OH · Remote

Client Success Manager The Client Success Manager is responsible for ensuring Payliance clients ... Full benefits package including medical, dental, vision, STD, LTD, life insurance, 401(k), and PTO.

InfoCision

Client Success Manager

Akron, OH

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

Vimly

Client Success Manager

WA · Remote

$80K - $115K/yr

Client Success Manager (Full-time, Exempt) Reports To: Director, Associated Health Plans As a ... Insurance, Benefits Administration, Benefits Consulting, SaaS, Healthcare, BPO Work Environment:

Cendien

Our Client Success Managers pride themselves in delivering an unparalleled premium customer experience, they are highly client-focused and delivery in a fast paced environment. A successful Client ...

TradeJobsWorkForce

Client Success Manager

Dallas, TX · On-site

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention.

Advanced Data Risk Management

Client Success Manager

$95K - $125K/yr

The Client Success Manager will work cross-functionally across Managed Services, Design ... ADRM covers 100% of health, dental, and vision insurance premiums for team members and their ...

New

TradeJobsWorkforce

Client Success Manager

Arlington, CO · On-site

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention.

Maven Clinic

Client Success Manager

New York, NY · On-site +1

The Client Success Manager will be the main point of contact for employer accounts introduced ... On top of standards such as employer-covered health, dental, and insurance plan options, we offer ...

DiligenceVault

Client Success Manager

Manhattan, NY · Remote

$90K - $105K/yr

We are now seeking a Client Success Manager in the Midwest to help us continue transforming the institutional investment landscape. The Role As a Client Success Manager, you will be a strategic ...

Digital Acquisition

Client Success Manager

New York, NY · On-site

$6K - $7K/hr

We're hiring a Client Success Manager to manage and grow a portfolio of clients inside a fast-scaling company. We partner with roofing companies and help them scale -- this role is directly tied to ...

TradeJobsWorkforce

Client Success Manager

Dallas, TX · On-site

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention.

Maven Clinic

Client Success Manager

New York, NY · Remote

The Client Success Manager will be the main point of contact for employer accounts introduced ... On top of standards such as employer-covered health, dental, and insurance plan options, we offer ...

PrideStaff

Client Success Manager

Irving, TX · On-site

$65K - $75K/yr

Client Success Manager Are you a pro at building relationships and helping clients succeed? Our client in Irving, Texas is looking for a Client Success Manager to partner with our top 50 clients. You ...

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Insurance Client Success Manager information

See salary details

$32.5K

$83.1K

$140K

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

As of Jun 4, 2026, the average yearly pay for insurance client success manager in the United States is $83,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $99,000.00 per year, depending on experience, location, and employer.

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 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 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.

More about Insurance Client Success Manager jobs
What cities are hiring for Insurance Client Success Manager jobs? Cities with the most Insurance Client Success Manager job openings:
What states have the most Insurance Client Success Manager jobs? States with the most job openings for Insurance Client Success Manager jobs include:
What job categories do people searching Insurance Client Success Manager jobs look for? The top searched job categories for Insurance Client Success Manager jobs are:
Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 92% Full Time, 5% Part Time, and 1% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV

Other

Posted 16 days ago

Job description

Description

Client Success Manager (CSM)

Location: Reno, NV (Onsite)
Reports To: Director of Operations

Role Summary

The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination. This role ensures no client falls through the cracks-driving communication, workflow execution, and follow-through across teams.

This position sits at the center of Keystone's client experience, partnering closely with Principals, Tax Managers, and Operations to ensure work is properly initiated, tracked, and completed with excellence.

Key Responsibilities

Client Success Manager

Client Intake & Onboarding
  • Serve as the first point of contact for inbound leads from HubSpot CRM
  • Respond to inquiries, qualify needs, and route appropriately
  • Schedule initial consultations for Principals and Billers via Outlook
  • Prepare and send engagement letters using DocuSign and Ignition
  • Monitor engagement status (sent, signed, pending, inactive) and follow up as needed
  • Ensure completed engagement letters are properly filed and transitioned into active workflows and project fees are noted
Workflow & System Coordination
  • Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone SOPs)
  • Ensure every signed engagement is assigned to the appropriate team member
  • Assist Project Manager to track project status and confirm work is actively progressing
  • Assist Project Manager to close gaps between "engagement signed" ? "work started" ? "work completed"
Client Relationship Management
  • Maintain visibility across client ledgers and service needs (tax planning, consulting, compliance)
  • Proactively flag clients who may be overlooked or underserved
  • Coordinate with Managers and Principals to ensure continuity of service
  • Support outreach for:
    • Tax planning opportunities
    • Consulting engagements
    • Follow-ups on inactive or stalled clients
Billing & Engagement Support
  • Partner with Billers, Principals. and AR Manager to:
    • Ensure tax returns and projects are billed timely
    • Confirm signatures are obtained where required
    • Maintain alignment between work performed and engagement scope
  • Monitor clients where work has begun prior to signed engagement letters and ensure proper documentation is completed
Communication & Troubleshooting
  • Provide high-quality phone and email support to clients
  • Troubleshoot client issues related to onboarding, portals, engagement letters, and communication gaps
  • Act as a central point of coordination between clients and internal teams
Tools & Systems
  • HubSpot CRM
  • CCH Axcess
  • DocuSign
  • Ignition
  • Microsoft Outlook (calendar + communication management)
What Success Looks Like
  • Every lead receives a timely and professional response
  • No signed engagement letter sits unassigned or untouched
  • Clients move seamlessly from inquiry ? onboarding ? active work
  • Billing and signatures are completed without delays
  • Managers and Principals have clear visibility into client status
  • Clients feel known, supported, and proactively served
Growth Opportunity

This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.

Requirements

Key Skills & Qualifications
  • Strong organizational and follow-through skills (nothing falls through the cracks)
  • Excellent communication and client-facing presence (phone + email)
  • Experience with CRM systems (HubSpot strongly preferred)
  • Comfort working across multiple systems and workflows
  • Ability to prioritize and manage multiple moving pieces
  • Problem-solving mindset with a proactive approach

Apply