Account Manager

Coverdash

20d•$90,000 - $120,000•Hybrid

About The Position

Join Coverdash’s Account Management team as a Commercial Insurance Account Manager. In this role, you will manage and grow small to mid-sized commercial accounts, quote and rate renewals, and manage client needs while continuing to develop 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

2+ years of commercial P&C experience in account management, brokerage, sales 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
Wholesale negotiations and leveraging relationships

Responsibilities

Manage and retain a portfolio of commercial P&C accounts up to $4MM 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