Account Manager

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Coverdash

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

🔌 API

🤝 B2B

☁️ SaaS

💰 $13.5M Series A - Coverdash on 2024-02

API • B2B • SaaS

Coverdash is a digital insurance platform that provides instant, tailored business insurance for small businesses, startups, e-commerce merchants, and freelancers. It offers products such as general liability, business owners policies, workers' compensation, cyber, professional liability, and management liability through a self-service dashboard, instant certificates of insurance, and one-line embedded integration (npm/component) for partners to deliver insurance within their platforms.

📋 Description

• 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

🎯 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

🏖️ 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