Client Service Manager
With CoverageAI-powered Risk company
United States$100,000 - $140,000/yearManager
Sequoia Capital
Khosla Ventures
8VC
Crystal Venture Partners
Antifund
Night Ventures
Sales & Account Management
About the role
TL;DR
Manage client relationships and service processes in the insurance industry.
- •Partner with Risk Advisors on an assigned book of business, manage day-to-day service processes and outputs, support strategic client-facing initiatives, and run point on each client’s renewal cycle to ensure a positive and productive client experience.
- •Key Responsibilities Maintain effective and positive relationships with clients, serving independently in a client-facing capacity.
- •Facilitate the timely and accurate flow of information between clients and Risk team members.
- •Handle client open items lists and respond to ad-hoc requests.
- •Support and monitor the renewal process, drafting quote comparisons and saving down binders, policies, and endorsements.
- •Serve as key client liaison for items such as certificates, auto IDs, invoices, and policy transmittals.
- •Requirements 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.
- •Experience supporting complex clients is preferred.
Required skills
ExcelPowerPointSQL
Domain expertise
insurtech
Benefits & perks
equity, health insurance, dental insurance, vision insurance, life insurance, disability insurance, FSA, HSAs, dependent care FSAs, commuter savings, 401(k), flexible time off, sick leave, family and medical leave, major national holidays
Tech stack
PythonJavaScriptSQLNode.jsReactAWSGitLinuxJiraConfluenceExcelPowerPoint