Client Service Manager

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WithCoverage

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

WithCoverage is a modern risk management and insurance platform that replaces traditional brokers with a technology-enabled, white-glove risk advisory service for ambitious businesses. Combining a digital SaaS platform and AI policy analysis with a team of insurance experts and attorneys, WithCoverage manages policies, claims, COIs, billing and tailored risk plans to improve coverage and reduce premiums as companies scale. The company emphasizes proactive claims handling, policy management in a single dashboard, and cost savings for finance and operations teams.

📋 Description

• Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience. • Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. • Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed. • Handles client open items lists and responds to client ad-hoc requests. • Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. • Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements. • Receives and handles routine and sophisticated coverage inquiries. • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. • Ensures tools are understood and used. Performs related duties as assigned.

🎯 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 • Associates degree preferred • Experience supporting complex clients is preferred

🏖️ Benefits

• Competitive compensation that includes equity • Comprehensive benefit plans for medical, dental, vision, life, and disability • Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings) • Human Interest: 401(k) provider • Time Off: Flexible time off, sick leave, family and medical leave, major national holidays • A curated in-office employee experience, designed to foster community, team connections, and innovation • Collaborative, transparent, and fun culture