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Senior Client Success Manager - Insurance Solutions

🕒 yesterday
Client Relationship ManagementProduct AdoptionBusiness AnalysisStrategic Account Support

📜 Description

  • Manage client relationships throughout the customer lifecycle, from onboarding and implementation through ongoing engagement and renewal.
  • Build strong working relationships with underwriters, analysts, product stakeholders, and other client contacts.
  • Drive product adoption and workflow integration, helping clients incorporate solutions effectively into their day-to-day processes.
  • Conduct regular client touchpoints, manage follow-ups, and ensure key client priorities and action items continue to progress.
  • Support business reviews by connecting product usage, adoption, and outcomes to broader client objectives.

🛠️ Requirements

  • 3+ years of experience in Client Success, account management, consulting, or within the property and casualty (P&C) insurance ecosystem.
  • Strong client-facing communication skills and a genuine interest in building long-term professional relationships.
  • Ability to understand client challenges, ask thoughtful questions, and develop a strong understanding of business needs.
  • Analytical mindset with the ability to interpret usage data, trends, and client health indicators.
  • Strong organizational and time-management skills, with the ability to manage multiple clients, priorities, and follow-ups effectively.
  • Curiosity about insurance workflows, analytics, technology, and AI-driven solutions.
  • Monitor usage trends and client health indicators to identify areas where clients are achieving value and where additional support may be required.

✨ Benefits

  • Remote opportunity open to candidates in the United States and Canada.
  • Opportunity to work at the intersection of artificial intelligence, technology, and property insurance.
  • Direct exposure to innovative underwriting, pricing, and property-risk solutions.
  • Collaborative, high-performance environment that values ownership and new ideas.
  • Opportunity to make a visible impact on client outcomes and the customer experience.
  • Opportunity to work alongside experienced professionals across Client Success, Product, Risk Analytics, Data Science, Support
  • Jobgether - Senior Client Success Manager - Insurance Solutions
Full job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Client Success Manager – Insurance Solutions based in Canada.

The Senior Client Success Manager will build and strengthen relationships with property insurance clients, helping them achieve measurable value from AI-powered solutions. This role combines client relationship management, product adoption, business analysis, and strategic account support within a rapidly evolving insurance environment. You will guide clients from onboarding through renewal while helping integrate products into their workflows and connect usage to business outcomes. Working with underwriters, analysts, product stakeholders, and internal teams, you will identify opportunities to improve client value and deepen engagement. The role requires strong communication, organization, analytical thinking, and genuine curiosity about insurance and technology. It offers an opportunity to become a trusted partner to clients while contributing directly to the evolution of the customer experience and product offering.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1

Accountabilities:

  • Manage client relationships throughout the customer lifecycle, from onboarding and implementation through ongoing engagement and renewal.
  • Build strong working relationships with underwriters, analysts, product stakeholders, and other client contacts.
  • Drive product adoption and workflow integration, helping clients incorporate solutions effectively into their day-to-day processes.
  • Conduct regular client touchpoints, manage follow-ups, and ensure key client priorities and action items continue to progress.
  • Support business reviews by connecting product usage, adoption, and outcomes to broader client objectives.
  • Monitor usage trends and client health indicators to identify areas where clients are achieving value and where additional support may be required.
  • Translate client goals and challenges into measurable outcomes and help demonstrate the business value of the solutions.
  • Gather and communicate client feedback, needs, and challenges to internal teams to help coordinate appropriate responses and improvements.
  • Partner cross-functionally with Product, Risk Analytics, Data Science, Support, Marketing, and other teams to deliver a strong client experience.
  • Identify opportunities for deeper product adoption, expanded usage, and account growth.
  • Collaborate with senior Client Success leaders on strategic client initiatives and broader team priorities.
  • Use AI tools and automation where appropriate to streamline routine activities and improve day-to-day effectiveness.
  • Requirements:

    • 3+ years of experience in Client Success, account management, consulting, or within the property and casualty (P&C) insurance ecosystem.
    • Strong client-facing communication skills and a genuine interest in building long-term professional relationships.
    • Ability to understand client challenges, ask thoughtful questions, and develop a strong understanding of business needs.
    • Analytical mindset with the ability to interpret usage data, trends, and client health indicators.
    • Strong organizational and time-management skills, with the ability to manage multiple clients, priorities, and follow-ups effectively.
    • Curiosity about insurance workflows, analytics, technology, and AI-driven solutions.
    • Willingness and ability to quickly learn insurance processes, industry concepts, and new products.
    • Comfortable communicating with both technical and business stakeholders.
    • Proactive, collaborative, and comfortable operating in a high-growth environment.
    • Ability to work effectively across cross-functional teams and coordinate internal resources around client needs.
    • Interest in using AI tools to automate routine work, increase efficiency, and improve productivity.
    • Deep insurance expertise is not required, provided you bring relevant client-facing experience and a strong willingness to learn.
    • Benefits:

      • Remote opportunity open to candidates in the United States and Canada.
      • Opportunity to work at the intersection of artificial intelligence, technology, and property insurance.
      • Direct exposure to innovative underwriting, pricing, and property-risk solutions.
      • Collaborative, high-performance environment that values ownership and new ideas.
      • Opportunity to make a visible impact on client outcomes and the customer experience.
      • Ability to contribute client insights directly to product and service improvements.
      • Opportunity to work alongside experienced professionals across Client Success, Product, Risk Analytics, Data Science, Support, and Marketing.
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