Client Success Manager

The Surplus Line Association of CA • San Ramon, CA

9d • $100,000 - $130,000 • Hybrid

About The Position

At the SLA, our members are at the center of everything we do. As a Client Success Manager, you'll serve as a trusted advisor and strategic partner to insurance professionals across California's surplus lines marketplace. This isn't a sales role. Instead, you'll focus on building strong relationships, understanding member needs, and helping clients maximize the value of SLA's resources, services, and expertise. You'll work closely with brokers and industry professionals to improve compliance outcomes, streamline processes, solve complex challenges, and enhance their overall experience with the SLA. You'll collaborate across departments, influence service improvements, identify opportunities to strengthen member engagement, and help shape the future of client success within a highly respected organization.

Requirements

• 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.

Responsibilities

• Build meaningful relationships with assigned member organizations and serve as their primary point of contact for guidance, support, and issue resolution.
• Develop a deep understanding of each member's business operations, compliance challenges, and organizational goals.
• Build long-term partnerships based on trust, responsiveness, and value.
• Conduct regular outreach to maintain engagement and identify emerging needs.
• Serve as an advocate for members by coordinating solutions across internal teams.
• Proactively help members improve operational performance, filing accuracy, and compliance outcomes.
• Guide members through regulatory and operational requirements.
• Recommend best practices that improve efficiency and reduce compliance risk.
• Monitor account health and identify opportunities for continuous improvement.
• Assist with complex service issues and escalations through timely problem resolution.
• Use data, feedback, and trends to help members achieve stronger results.
• Monitor key performance indicators, filing trends, and service utilization.
• Analyze client feedback and identify opportunities to improve member satisfaction.
• Prepare and present account reviews, recommendations, and progress reports.
• Partner with leadership to identify emerging industry challenges and member needs.
• Help members fully leverage SLA resources, technology, training, and services.
• Develop and deliver educational programs, workshops, and training materials.
• Promote awareness and adoption of SLA tools and resources.
• Support onboarding and ongoing development for member organizations.
• Create customized learning plans that improve compliance knowledge and operational effectiveness.
• Serve as the bridge between members and internal teams.
• Partner with Compliance, Operations, Technology, and Communications teams to deliver solutions.
• Coordinate cross-functional efforts to resolve member challenges.
• Support special projects, process improvements, and service enhancement initiatives.
• Help identify opportunities to strengthen the overall member experience.

Benefits

• Flexible work-life balance options
• Expansive benefits package with a variety of choices for medical, dental, and vision coverage
• Generous wellness stipend
• Complimentary Costco memberships

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level