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Insurance Client Success Manager Jobs (NOW HIRING)

TDIndustries

Client Success Manager

Houston, TX · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

84.51 ̊

Client Success Manager

Cincinnati, OH · On-site

84.51° is a retail data science, insights and media company focused on driving shopper-centric experiences for Kroger and other brands. Sr. Client Success Manager - Activation leads strategic ...

New

TDIndustries

Client Success Manager

Houston, TX · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

HaloMD

Client Success Manager

Dallas, TX · Remote

$110K - $130K/yr

Job Summary The Client Success Manager must have an in-depth understanding of revenue cycle ... Company wellbeing program with health insurance incentives What's Next? If you're ready to bring ...

Bankjoy

Client Success Manager

Austin, TX · On-site

Position Overview We are looking for a Client Success Manager to join our growing CSM team as we scale our client base across credit unions and community banks nationwide. You will own a portfolio of ...

Harbor IT

Client Success Manager

Role Summary The Client Success Manager (CSM) is the trusted advisor and face of the company. You ... vision insurance • 401(k) retirement plan with company match • Unlimited paid time off and ...

TDIndustries

Client Success Manager

Amarillo, TX · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

TDIndustries

Client Success Manager

Phoenix, AZ · On-site

Job Summary The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and ...

Procare HR

Client Success Manager

Minnetonka, MN · On-site +1

$85K - $100K/yr

Join ProCare HR as a Client Success Manager! At Procare HR, we're on a mission to transform ... Health insurance with company paid premium for employee only coverage * FSA and HSA options ...

Renalogic

Client Success Manager

Chicago, IL · On-site +1

$85K - $95K/yr

Position Overview As the Client Success Manager, you'll serve as the face of Renalogic to assigned ... Experience in the self-funded health insurance space, with familiarity of brokerages, TPA, and ...

Acumen Technology

Client Success Manager

Nashville, TN · Hybrid

Acumen Technology is looking for confident and passionate Client Success Manager to join our team ... Benefits * 100% employer paid health insurance (medical and dental) and first $1,000 of qualified ...

Tribune Media

Client Success Manager

Irving, TX · On-site

$48K - $58K/yr

The Client Success Manager serves as a client-facing strategic advisor for Nexstar's largest ... insurance, paid time off, a 401(k) with company matching contributions, Paid Parental leave, life ...

Renalogic

Client Success Manager

Chicago, IL · On-site +1

$85K - $95K/yr

Position Overview As the Client Success Manager, you'll serve as the face of Renalogic to assigned ... Experience in the self-funded health insurance space, with familiarity of brokerages, TPA, and ...

WOWK-TV

Client Success Manager

Chicago, IL · On-site

$48K - $58K/yr

The Client Success Manager serves as a client-facing strategic advisor for Nexstar's largest ... insurance, paid time off, a 401(k) with company matching contributions, Paid Parental leave, life ...

The Affinities Group LLC

Client Success Manager

Owasso, OK · On-site

$50K - $60K/yr

Training & development Client Success Manager Extra Mile Insurance Solutions is an independent agency serving Oklahoma with a wide range of preferred market carriers. We combine industry expertise ...

Tribune Media

Client Success Manager

Chicago, IL · On-site

$48K - $58K/yr

The Client Success Manager serves as a client-facing strategic advisor for Nexstar's largest ... insurance, paid time off, a 401(k) with company matching contributions, Paid Parental leave, life ...

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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 Aug 29, 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 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.

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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success Manager

TDIndustries

Houston, TX • On-site

Full-time

Posted 25 days ago

Job description

Job Summary
The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and contract performance. The CSM partners closely with operations, sales, and engineering teams to ensure that client expectations are consistently met and that TDIndustries delivers exceptional service results.
Essential Duties
  • Serve as the primary point of contact for assigned clients, ensuring clear communication, timely and effective issue resolution, and alignment on service delivery.
  • Partner with internal operations and service teams to address performance issues impacting overall client satisfaction.
  • Support client onboarding, renewals, and satisfaction reviews.
  • Track and analyze key client metrics, including response times, work order completion, and customer satisfaction (NPS).
  • Identify opportunities to improve service delivery and client experience through proactive communication and issue resolution.
  • Partner with operations and business sales teams to identify upsell opportunities and support proposal and pricing development.
  • Maintain accurate and up-to-date client records within the CRM system, ensuring visibility of key account activities and touchpoints.
  • Coordinates with the Business Development Manager to ensure a smooth hand-off of new clients, ensuring a smooth transition into contracted services.
  • Contribute to retention reporting, performance tracking, and internal account reviews.

Minimum Requirements
  • Bachelor's degree in Business preferred or significant relevant experience considered.
  • 5+ years of experience in client relationship management, customer success, or service delivery-preferably within facilities services, maintenance, or technical operations.
  • Proven ability to manage multiple client relationships and competing priorities.
  • Strong interpersonal, communication, and problem-solving skills.
  • Understanding of service delivery and operational performance metrics.
  • Experience using CRM platforms (e.g., HubSpot, Salesforce, or equivalent).
  • Detail-oriented and highly organized with a focus on accountability and follow-through.
  • Ability to work collaboratively with cross-functional teams to achieve client success outcomes.

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