coverdash - Account Manager
Requirements
• 3+ years of commercial P&C experience in account management, brokerage, or customer success • Active Property & Casualty license in good standing • Strong knowledge of commercial P&C coverages, renewals, endorsements, and servicing requirements • Proven ability to own the renewal process end to end, including proactive client consultations prior to quoting • Confident client-facing presence with experience managing escalations and protecting the client experience during underwriting or carrier challenges • Excellent written and verbal communication skills, with the ability to explain complex insurance concepts in plain language • Demonstrated success managing and retaining large or complex books of business • Strong organizational, prioritization, and decision making skills in high volume environments • Advanced proficiency with CRM and AMS platforms and core business tools • Experience improving workflows, processes, or operational efficiency • Prior experience in an insurtech, high-growth, or startup environment • Work Environment • Remote-first role, work from anywhere in the US • NYC office available for in-person collaboration • Working hours aligned to your time zone: • East Coast: 9:00am to 6:00pm ET • West Coast: 8:00am to 5:00pm PT
Responsibilities
• Manage and retain a portfolio of commercial P&C accounts up to $10MM in annual premium • Serve as primary point of contact for client servicing, renewals, and coverage questions • Own the renewal process end to end, including proactive renewal conversation prior to quote delivery • Clearly explain coverage, pricing, and policy changes • Manage client expectations and protect the client experience during underwriting delays, market constraints, or carrier issues • Resolve client concerns and escalate internally when needed to ensure timely resolution • Execute core policy servicing, including endorsements, certificates of insurance, audits, billing coordination, and cancellations • Maintain accurate client records in AMS and CRM • Partner with carriers, wholesalers, and internal teams to support renewal and servicing outcomes • Adhere to service standards, SLAs, and escalation protocols
Benefits
• We’re reimagining insurance for small to mid-sized businesses with smarter, simpler solutions • Modern tools designed specifically for insurance brokers to make their work easier and more efficient • Fast-paced, high-impact environment where ownership and results matter from day one • Our salary ranges are based on paying competitively for our size and industry and are one part of our total compensation package that also includes benefits and other perks. • Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future. • Coverdash is an equal opportunity workplace and an affirmative action employer. We welcome all qualified applicants regardless of race, color, ancestry, religion, sex (including pregnancy and related conditions), national origin, sexual orientation, age, marital status, disability (physical or mental), gender identity, gender expression, genetic information, veteran status, citizenship, immigration status, or any other classification, category or characteristic protected by applicable federal, state or local laws. We understand the importance of creating a more diverse and inclusive workplace and celebrate our employees for their differences. • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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