Account Manager

The Role

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.

What You’ll Do

• 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

Who You Are

Required

• 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 Have

• Experience improving workflows, processes, or operational efficiency
• Prior experience in an insurtech, high-growth, or startup environment
• Wholesale negotiations and leveraging relationships

Work Environment

• 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

Compensation

Our salary ranges are based on paying competitively for our size and industry and are one part of our total compensation package that also includes benefits and other perks.

Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.