WithCoverage is an insurance and risk management company serving growing businesses through a combination of technology and specialist advice. Its platform brings policy records, claims, certificates of insurance, billing, and risk planning into one place, while AI-assisted policy analysis and a team of insurance professionals and attorneys help customers identify coverage needs and manage risks as their operations expand. WithCoverage’s approach is designed to give finance and operations teams clearer oversight, more proactive claims support, and a more efficient alternative to traditional brokerage services.
Client Service Manager, Commercial Insurance
Support commercial insurance clients at WithCoverage by managing service requests, coverage questions, and policy renewals. Coordinate with Risk Advisors and clients to keep information, documentation, and renewal work on track.
Description
- Work with Risk Advisors to support an assigned portfolio of commercial insurance clients.
- Oversee daily client service workflows and deliverables.
- Contribute to strategic initiatives involving direct client engagement.
- Coordinate each client’s insurance renewal from start to finish.
- Build strong client relationships and manage client-facing work independently.
- Keep information moving accurately and promptly between clients and Risk team members.
- Track client action items and respond to requests as they arise.
- Collect and assess data, then prepare stewardship reports and presentations.
- Track renewals, prepare quote comparisons, and organize binders, policies, and endorsements.
- Respond to both routine and complex questions about insurance coverage.
- Coordinate client requests for certificates, auto identification cards, location changes, invoices, workers’ compensation notices, allocations, premium finance agreements, insurance summaries, and policy delivery.
- Track invoice creation, fee agreements, outstanding receivables, and collections, and address related issues.
- Help clients and colleagues use the available tools, and take on other related duties.
Requirements
- At least two years of commercial insurance experience; account management experience is preferred.
- A Property and Casualty broker license is strongly preferred; candidates without one are expected to obtain it within 120 days of starting.
- High school diploma or equivalent.
- Associate degree preferred.
- Experience serving complex clients is preferred.
- For U.S.-based candidates, compensation and eligibility details apply to the U.S. role.
Benefits
- Competitive compensation with equity.
- Comprehensive medical, dental, vision, life, and disability coverage.
- Pre-tax accounts for flexible spending, health savings, dependent care, and commuter expenses.
- 401(k) plan through Human Interest.
- Flexible time off.
- Sick leave.
- Family and medical leave.
- Major national holidays.
- A thoughtfully planned in-office experience focused on community, team connection, and innovation.
- A collaborative, transparent, and enjoyable workplace culture.
- Opportunities for internal advancement and career development.