Client Service Manager
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Job Description
Client Service Manager supporting commercial insurance clients and renewals at WithCoverage, an AI-powered risk management company. Managing client service processes, coverage inquiries, policies, and claims-related documentation.
Responsibilities:
- Partner with Risk Advisors on an assigned book of business
- Manage day-to-day service processes and outputs
- Support strategic, client-facing initiatives
- Run point on each client’s renewal cycle
- Maintain positive client relationships and serve independently in a client-facing capacity
- Facilitate timely and accurate information flow between clients and Risk team members
- Handle client open-item lists and ad-hoc requests
- Gather and analyze data and draft stewardship reports and presentations
- Support and monitor renewals, draft quote comparisons, and save binders, policies, and endorsements
- Handle routine and sophisticated coverage inquiries
- Serve as key client liaison for certificates, auto IDs, location additions, invoices, workers’ compensation notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals
- Monitor invoice generation, fee agreements, receivables, and collections; resolve problems
- Ensure tools are understood and used; perform 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 preferred
- For candidates based in the United States, compensation and eligibility details apply to the U.S. role
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
- 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
- Internal promotion and career growth opportunities
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