Account Manager

About the role

Join Coverdash’s Commercial Risk Unit as a Commercial Insurance Account Manager. In this role, you will build and manage small to mid-sized commercial accounts, quote and rate renewals, support the growth of our in-house brokers and managers, and partner with customer success to manage client needs while developing deep expertise in commercial P&C Insurance.

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 conversations 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

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
• Congnitive 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

Qualifications

• Nice to have: Experience improving workflows, processes, or operational efficiency
• Nice to have: Prior experience in an insurtech, high-growth, or startup environment

Skills

• Strong communication and problem-solving skills
• Ability to work independently and manage multiple tasks simultaneously
• Experience with CRM and AMS platforms

Benefits

Our benefits package includes:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Flexible vacation and sick leave
• Annual performance review and bonus opportunities
• Professional development and training opportunities

Pay

$90K - $120K

Schedule

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