Account Manager
About The Position
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. We are in a rapid growth phase, deploying new software daily, and are looking for someone who thrives in a fast-paced startup environment. You will work closely with tech teams as the insurance subject matter expert, helping shape processes, systems, and products that modernize how commercial insurance is delivered. This role requires autonomy, adaptability, and a passion for building efficient, customer-focused insurance solutions.
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
Nice To Haves
- Experience improving workflows, processes, or operational efficiency
- Prior experience in an insurtech, high-growth, or startup environment
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
