[Remote] Account Manager

Note: The job is a remote job and is open to candidates in USA. Coverdash is the fastest growing startup and SMB focused-insurtech agency, powered by the industry’s most advanced embedded technology and partnership strategies. In this role as a Commercial Insurance Account Manager, you will build and manage small to mid-sized commercial accounts, quote and rate renewals, and support the growth of in-house brokers while developing expertise in commercial P&C Insurance.

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

Skills

• 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
• Experience improving workflows, processes, or operational efficiency
• Prior experience in an insurtech, high-growth, or startup environment

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