Client Success Manager | Hybrid, Impact & Growth

The Surplus Line Association of California; San Ramon (CA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Flexible work-life balance options

Expansive benefits package

Generous wellness stipend

Complimentary Costco memberships

Job summary

A professional organization in the insurance sector seeks a Client Success Manager in San Ramon, CA. The role involves managing relationships with members, ensuring their needs are met, and facilitating communication. The successful candidate will work in a hybrid model and contribute to enhancing member satisfaction through effective support and guidance. A Bachelor's degree and relevant experience in client relationship management are required. Join an inclusive team dedicated to employee well-being and a positive workplace culture.

Qualifications

• Must be a California resident.
• Knowledge of insurance industry processes, regulatory filings, and compliance requirements preferred.
• Strong interpersonal and relationship management skills.

Responsibilities

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain strong, long-term relationships with clients.
• Monitor and promote client satisfaction by gathering feedback.

Skills

Client relationship management

Interpersonal skills

Organizational skills

Analytical skills

Training and presentation skills

Education

Bachelor’s in Business Administration or related field

Tools

Microsoft Office

CRM systems

Job description

A professional organization in the insurance sector seeks a Client Success Manager in San Ramon, CA. The role involves managing relationships with members, ensuring their needs are met, and facilitating communication. The successful candidate will work in a hybrid model and contribute to enhancing member satisfaction through effective support and guidance. A Bachelor's degree and relevant experience in client relationship management are required. Join an inclusive team dedicated to employee well-being and a positive workplace culture.