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WithCoverage

Client Service Manager

RemoteUnited States only
Published
Experience
Mid
Employment
Full-time
Company size
Startup
$100k–$140k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Client Service Manager with 2+ years of commercial insurance experience, preferably in Account Management. Must have a Property & Casualty broker's license (or obtain within 120 days) and a High school diploma or equivalent. Associates degree preferred. Experience supporting complex clients is a plus.

Required skills

commercial insurance experience

Optional skills

Property & Casualty broker's licenseAssociates degreeExperience supporting complex clients

What you'll do

  • Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience.
  • Maintains effective and positive relationships with clients.
  • Serves independently in a client-facing capacity on matters of moderate importance and complexity.
  • Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed.
  • Handles client open items lists and responds to client ad-hoc requests.
  • Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
  • Actively supports and monitors the renewal process, engaging with account team members as necessary.
  • May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
  • Receives and handles routine and sophisticated coverage inquiries.
  • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections.
  • Addresses and resolves problems.
  • Ensures tools are understood and used.
  • Performs related duties as assigned.

What they require

  • 2+ years of commercial insurance experience required (preferably in an Account Management role)
  • Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
  • High school diploma or equivalent required
  • Associates degree preferred
  • Experience supporting complex clients is preferred

Benefits

  • Competitive compensation that includes equity
  • Comprehensive benefit plans for medical, dental, vision, life, and disability
  • Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
  • Human Interest: 401(k) provider
  • Flexible time off, sick leave, family and medical leave, major national holidays
  • A curated in-office employee experience, designed to foster community, team connections, and innovation
  • Collaborative, transparent, and fun culture

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. It combines elite risk advisors with proprietary technology for risk management, policies, exposures, claims, billing, and commissions.

🇺🇸 United StatesInsurTechStartup
$100k–$140k/yr