Client Success Manager

About the role

The SLA is a private, 501(c)(6) not-for-profit organization that operates as the statutory surplus line advisory organization to the California Department of Insurance (CDI). We serve as a bridge between insurance brokers and surplus line insurers, focusing on compliance, education, and member support.

Responsibilities

• Become a Trusted Advisor: Build meaningful relationships with assigned member organizations and serve as their primary point of contact for guidance, support, and issue resolution.
• Drive Member Success: Proactively help members improve operational performance, filing accuracy, and compliance outcomes.
• Deliver Strategic Insights: Use data, feedback, and trends to help members achieve stronger results.
• Lead Education and Training: Help members fully leverage SLA resources, technology, training, and services.
• Collaborate Across Departments: Serve as the bridge between members and internal teams to deliver exceptional service.

Requirements

• Must be a California resident.
• Bachelor’s degree in Business Administration or related field.
• Knowledge of client relationship management principles and practices.
• Knowledge of insurance industry processes, regulatory filings, and compliance requirements preferred.
• Knowledge of training and educational methods used to support client learning and process improvement.
• Knowledge of standard business software applications, including Microsoft Office (Word, Excel, Outlook, and PowerPoint), CRM systems, and reporting tools.
• Understanding data tracking, performance metrics, and account reporting methods.
• Strong interpersonal and relationship management skills with the ability to build and maintain productive client relationships.
• Organizational and time management skills with the ability to manage multiple accounts, deadlines, and priorities simultaneously.
• Analytical and problem-solving skills to identify issues, evaluate options, and recommend effective solutions.
• Training and presentation skills to educate clients on services, tools, and best practices.
• Ability to collaborate effectively with cross-functional teams and internal departments.

Qualifications

• Must be a California resident.
• Bachelor’s in Business Administration or related field.
• Knowledge of client relationship management principles and practices.
• Knowledge of insurance industry processes, regulatory filings, and compliance requirements preferred.
• Knowledge of training and educational methods used to support client learning and process improvement.
• Knowledge of standard business software applications, including Microsoft Office (Word, Excel, Outlook, and PowerPoint), customer relationship management (CRM) systems, and reporting tools.
• Understanding data tracking, performance metrics, and account reporting methods.
• Strong interpersonal and relationship management skills with the ability to build and maintain productive client relationships.
• Organizational and time management skills with the ability to manage multiple accounts, deadlines, and priorities simultaneously.
• Analytical and problem-solving skills to identify issues, evaluate options, and recommend effective solutions.
• Training and presentation skills to educate clients on services, tools, and best practices.
• Ability to collaborate effectively with cross-functional teams and internal departments.

Skills

• Client Relationship Management
• Insurance Industry Processes
• Compliance Requirements
• Training Methods
• Business Software Applications
• Data Tracking and Metrics
• Interpersonal and Relationship Management
• Organizational and Time Management
• Analytical and Problem-Solving Skills
• Training and Presentation Skills
• Collaboration with Cross-Functional Teams

Benefits

• Flexible work-life balance options
• Expansive benefits package with various medical, dental, and vision coverage
• A generous wellness stipend
• Complimentary Costco memberships for you and your family

Pay

$100,000 - $130,000 annually

Schedule

Hybrid schedule