Top 31 client success Jobs in jacksonville fl

Client Relationship Manager, Employee Benefits-Middle Market
The Baldwin Group —Jacksonville, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Client Success Representative (Remote)
Demand.com —Jacksonville, FL
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Success Representative
Malnove Incorporated —Jacksonville, FL
- From $60,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Inventory management
- ERP systems
- Paid training
- Health savings account
Quick Apply
2d
Customer Success Agent - Call Center
Freedom Mortgage —Ponte Vedra Beach, FL
- Full-time
- Remote
- High school diploma or GED
- Communication skills
- Entry level
Client Success Coordinator
Orivon Advisory Group —Jacksonville, FL
- $19 - $23 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
Quick Apply
Customer Service Representative
Catalis Regulatory & Compliance, LLC —Jacksonville, FL
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Paid parental leave
- Health savings account
New Customer Acquisition Representative II (R-19220)
Dun & Bradstreet —Jacksonville, FL
- Weekends as needed
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Health insurance
Quick Apply
13d
Manager, Client Success (CSM)
FIS Global —Jacksonville, FL
- Full-time
- Pass drug screening
- 8 years
- Bachelor's degree
CSM, Strategic Accounts
FIS Global —Jacksonville, FL
- Full-time
- 5 years
- Pass drug screening
- Analysis skills
Director of Practice Operations & Client Delivery
Orivon Advisory Group —Jacksonville, FL
- $95,000 - $110,000 a year
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Senior Client Success Manager, Strategic Accounts, Capital Markets Segment - Auto/Asset Finance
FIS Global —Jacksonville, FL
- Full-time
- Pass drug screening
- Accounting
- Organizational skills
Team Lead, Client Success Manager (CSM)
FIS Global —Jacksonville, FL
- Full-time
- Pass drug screening
- 8 years
- Supervising experience
Client Acquisition Specialist
SI HOLDCO LLC —Jacksonville, FL
- Mid-level
- Business development
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Director, Client Success
FIS Global —Jacksonville, FL
- Full-time
- Pass drug screening
- Bachelor's degree
- Mentoring
Customer Success Support 3
Pied Piper —Orange Park, FL
- Full-time
- Management
- Mid-level
- Communication skills
Director, Customer Implementation
BEELINE —Jacksonville, FL
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Customer Success Support
Pied Piper —Orange Park, FL
- Contract
- Marketing
- Mid-level
- 3 years
Customer Success Compounding Pharmacist / Pharmacy Technician
CurifyLabs —Jacksonville, FL
- Full-time
- Remote
- Mid-level
- Travel
- Communication skills
13d
Director Client Relationship Manager (CRM)
GeBBS Healthcare Solutions, Inc. —United States
- Full-time
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply

Discover related jobs

Based on your search for client success jobs.

Insurance Account Manager
Allstate - Angela King Insurance Agency —Saint Johns, FL
Requirements for this position include successfully passing the online 4-40 license, 2-20 license or 20-44 license. Paid time off - Personal time and holidays.
$45,000 - $99,999 a year
Quick Apply
Business Development Manager
Confidential —Jacksonville, FL
Required skills include ability to effectively communicate, create and develop new marketing concepts, and manage multiple accounts.
$60,000 - $70,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Customer Service Representative
Community Choice Financial Family of Brands —Columbus, OH
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Company-Sponsored Life and AD&D Insurance.
$15.00 - $18.25 an hour
Customer Service Representative
Community Choice Financial Family of Brands —Columbus, OH
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Company-Sponsored Life and AD&D Insurance.
$15.00 - $18.25 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for client success in jacksonville fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client success jobs near jacksonville fl

Customer Service Representative jobs in Jacksonville, FL

Client Manager jobs in Jacksonville, FL

Customer Success Manager jobs in Jacksonville, FL

Client Success Manager jobs in Jacksonville, FL

Client Coordinator jobs in Jacksonville, FL

Customer Service Manager jobs in Jacksonville, FL

Director Of Operations jobs in Jacksonville, FL

Director Of Customer Service jobs in Jacksonville, FL

Client Specialist jobs in Jacksonville, FL

Customer Representative jobs in Jacksonville, FL

Client Representative jobs in Jacksonville, FL

Distribution Center jobs in Conroe, Tx

Data Center Technician jobs in Indianapolis, In

Call Center Representative jobs in Pensacola, Fl

Call Center Representative jobs in Greensboro, Nc

Call Center Representative jobs in Virginia

Call Center Representative jobs in Richmond, Va

Call Center Representative jobs in Concord, Ca

Medical Representative jobs in Bend, Or

Bottle Service jobs in Denver, Co

Client Relationship Manager, Employee Benefits-Middle Market

The Baldwin Group -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Managing customer accounts
Customer relationship building
Microsoft Outlook
Spreadsheets
Health insurance policy knowledge
Managing clients in a customer support role
Documentation tools
Customer relationship management
Data interpretation
Managing projects
Life & Health Insurance License
Cross-functional collaboration
Escalation handling
Technical Proficiency
Project stakeholder communication
Cross-functional communication

Full Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Position Summary

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Primary Responsibilities

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.

Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.

Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.

Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

Strong industry knowledge of benefit programs, preferably in a brokerage firm.
Strong analytical and problem-solving skills.
Ability to manage multiple projects and priorities effectively.
A commitment to providing exceptional client service.
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
Strong attention to detail when reviewing materials for completeness and accuracy.
Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
Demonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
Strong presentation skills, both verbal and written communications.

Qualifications

Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state License required (Life & Health)
2-4+ years of employee benefits and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
Experience coordinating with offshore teams or third‑party partners is preferred.

Skills & Behaviors

Functional/Technical Skills

Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors

Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

#LI-NS1

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

client success jobs in jacksonville fl

Client Relationship Manager, Employee Benefits-Middle Market

Client Success Representative (Remote)

Customer Success Representative

Customer Success Agent - Call Center

Client Success Coordinator

Customer Service Representative

New Customer Acquisition Representative II (R-19220)

Manager, Client Success (CSM)

CSM, Strategic Accounts

Director of Practice Operations & Client Delivery

Senior Client Success Manager, Strategic Accounts, Capital Markets Segment - Auto/Asset Finance

Team Lead, Client Success Manager (CSM)

Client Acquisition Specialist

Director, Client Success

Customer Success Support 3

Director, Customer Implementation

Customer Success Support

Customer Success Compounding Pharmacist / Pharmacy Technician

Director Client Relationship Manager (CRM)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for client success in jacksonville fl

Explore jobs in more locations

Position Summary

Primary Responsibilities

Required Knowledge & Experience

Qualifications

Skills & Behaviors

Job Seeker Tools

Employer Tools

Browse

Stay Connected