Senior Client Success Manager - Insurance Solutions

CanadaRemoteFull-timesenior

Customer Success ManagerCustomer

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Quick Summary

Requirements Summary

3+ years of experience in Client Success, account management, consulting, or within the property and casualty (P&C) insurance ecosystem.

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Customer Success ManagerCustomer

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.

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

~1 min read

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.