Account Manager / Account Executive

About the role

This is a full-time, on-site role based in San Francisco, with a salary range of $80K–$125K.

Responsibilities

• Handle high-volume customer inquiries daily — COIs, endorsements, billing, renewals, and claims coordination with accuracy and speed.
• Own resolution from first contact through close, following up with carriers and looping back to customers.
• Understand policy types, coverage basics, and carrier processes well enough to answer real questions confidently.
• Document, tag, and surface patterns that feed directly into the AI product.
• Flag recurring issues and friction points so Product and Engineering can fix them upstream.

What You'll Do

You'll be responsible for:

• Handling high-volume customer inquiries daily — COIs, endorsements, billing, renewals, and claims coordination with accuracy and speed.
• Own resolution from first contact through close, following up with carriers and looping back to customers.
• Understanding policy types, coverage basics, and carrier processes well enough to answer real questions confidently.
• Documenting, tagging, and surfacing patterns that feed directly into the AI product.
• Flagging recurring issues and friction points so Product and Engineering can fix them upstream.

If You're a Fit

• You've worked in customer service, insurance operations, or a similar high-volume support role.
• You can explain insurance concepts to a business owner in plain language.
• You're comfortable navigating multiple systems on a call without dropping the ball.
• You're detail-oriented even when moving fast through back-to-back requests.
• You're excited about AI tools and want to work somewhere building the future of the industry.
• You see a path into CX leadership, operations, or deeper insurance roles as the company scales 20×, 50×, 100×.