Mid-Market Client Success Manager - Radius Product

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No

Job Type: Client Success/Account Management
Experience: 3+ Years
Travel: N/A
Relocation Covered: N/A

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

We are looking for a Mid-Market Client Success Manager familiar with the life and/or health insurance industry to create long-term, trusting relationships with our customers. The Mid-Market Client Success Manager is responsible for driving adoption, a positive client experience, and growth from within the AgencyBloc suite of products and services.

This key client-facing role requires an entrepreneurial mindset, strong time and project management skills, and a love for solving problems.  If you are driven by creating a valuable experience for clients, are familiar with account management software (CRM), and have a flair for client communication, we’d like to meet you. 


  • Mid-Market Client Success Managers are experts on the AgencyBloc suite of services including our AgencyBloc AMS and the Quote+ quoting and enrollment products and how these systems can be used to help our agencies achieve their business objectives.
  • Manage a book of business or 350+ accounts equaling over $1.5M in ARR.
  • Own personal KPI’s which include gross retention, cross selling and upselling of your personal book of business.
  • Develop and manage client relationships throughout the client lifecycle, including the initial onboarding period, ensuring product adoption and customers are using the solution to achieve full business value.
  • Conduct client product training sessions via web meetings and conference calls.
  • Work with clients and internal business partners to ensure setup and implementation of their account meets client expectations.
  • Monitor and identify adoption and utilization trends, and provide recommendations based on risk and customers' needs.
  • Identify and maintain relationships with main decision-makers in which you identify challenges and areas of opportunity.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
  • Participate in team chat channels to ensure we are utilizing the team’s collective knowledge.
  • Actively participate in weekly departmental meetings.
  • Act as the voice of the customer and collect feedback to drive continuous improvement across all areas including product.
  • Other duties as assigned.


  • 3+ years of SaaS training/account management experience or life and health insurance industry experience.
    • AgencyBloc & FormFire experience desired, but not required.
  • Specific examples of previous experience developing relationships with C-Suite customers and exceeding goals.
  • Proven track record of establishing credibility with key clients and accounts.
  • Strong analytical skills with demonstrated ability to turn data into decisions.
  • Excellent interpersonal skills, highly organized and efficient.
  • High level of comfort with technology.
  • Excellent written and verbal communication skills.
  • Motivated by the opportunity to be part of a fast-moving, entrepreneurial team.
  • Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, humble confidence, and ability to “translate” thoughts among various groups of people.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By