Senior Client Success Manager - Insurance Solutions

New
J
JobgetherProperty insurance
Based in United StatesFull-TimeManager
Salary not disclosed
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Job Details

Experience
3+ years of experience in Client Success, account management, consulting, or within the property and casualty (P&C) insurance ecosystem.
Required Skills
Business AnalysisAccount ManagementClient relationship managementCross-functional collaboration

Requirements

  • Have 3+ years of experience in Client Success, account management, consulting, or within the property and casualty (P&C) insurance ecosystem.
  • Bring strong client-facing communication skills and an interest in building long-term professional relationships.
  • Be able to understand client challenges, ask thoughtful questions, and develop an understanding of business needs.
  • Use analytical thinking to interpret usage data, trends, and client health indicators.
  • Have strong organizational and time-management skills to manage multiple clients, priorities, and follow-ups.
  • Be curious about insurance workflows, analytics, technology, and AI-driven solutions.
  • Be willing and able to quickly learn insurance processes, industry concepts, and new products.
  • Be comfortable communicating with technical and business stakeholders.
  • Work effectively across cross-functional teams and coordinate internal resources around client needs.
  • Be interested in using AI tools to automate routine work and improve productivity.

Responsibilities

  • Manage client relationships throughout the customer lifecycle, from onboarding and implementation through ongoing engagement and renewal.
  • Build working relationships with underwriters, analysts, product stakeholders, and other client contacts.
  • Drive product adoption and workflow integration, helping clients incorporate solutions into day-to-day processes.
  • Conduct regular client touchpoints, manage follow-ups, and progress client priorities and action items.
  • Support business reviews by connecting product usage, adoption, and outcomes to client objectives.
  • Monitor usage trends and client health indicators to identify where clients are achieving value and where they need support.
  • Translate client goals and challenges into measurable outcomes and demonstrate the business value of the solutions.
  • Gather and communicate client feedback, needs, and challenges to internal teams.
  • Partner with Product, Risk Analytics, Data Science, Support, Marketing, and other teams to deliver the client experience.
  • Identify opportunities for deeper product adoption, expanded usage, and account growth.
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