Account Manager

Coverdash; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote-friendly

NYC office available for in-personColl

Job summary

Coverdash is hiring an Account Manager to oversee a growing portfolio of commercial P&C accounts. You will manage renewals, serve as the primary client liaison, and collaborate with tech teams to modernize insurance delivery.

The role requires autonomous, adaptable performance and a passion for efficient, customer-focused solutions. Join a remote-first startup with a strong NYC presence for occasional in-person collaboration, and participate in strategic process improvements across underwriting

Qualifications

• 2+ years of commercial P&C experience in account management, brokerage, sales 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.

Responsibilities

• Manage and retain a portfolio of commercial P&C accounts up to $4MM 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 escalation 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

Commercial P&C experience

Active P&C license

Renewals knowledge

Client-facing communication

Written and verbal communication

Book of business management

CRM/AMS proficiency

Prioritization & organization

Tools

AMS platforms

CRM systems

Job description

Who We Are

Coverdash is the fastest growing startup and SMB focused-insurtech agency, powered by the industry’s most advanced embedded technology and partnership strategies. Our mission is to help growing businesses purchase and manage business insurance from the places they trust most. Our simple and powerful embedded technology helps partners offer insurance to existing customers with a single line of code.

Coverdash was founded by a team with deep fintech and financial services experience and is the first insurance-as-a-service platform. We have raised over $16 million to date from top investors including NYCA (Affirm, Fundbox, Acorns, Gemini), Bling Capital (Lyft, Square, Instacart, Palantir), World Insurance Labs (HubSpot, DocuSign, Twitter), Expansion VC (Postmates, AngelList, Lemonade).

Headquartered at our brand new state-of-the-art office in the heart of NYC, Coverdash remains a remote friendly working environment. Our rapidly growing team is a smart, dynamic, and fun-loving group privileged to be collaborating with some of the world’s most innovative embedded partners.

The Role

Join Coverdash’s Account Management team as a Commercial Insurance Account Manager. In this role, you will manage and grow small to mid-sized commercial accounts, quote and rate renewals, and manage client needs while continuing to develop deep expertise in commercial P&C Insurance.

We are in a rapid growth phase, deploying new software daily, and are looking for someone who thrives in a fast-paced startup environment. You will work closely with tech teams as the insurance subject matter expert, helping shape processes, systems, and products that modernize how commercial insurance is delivered.

This role requires autonomy, adaptability, and a passion for building efficient, customer-focused insurance solutions.

What You’ll Do

• Manage and retain a portfolio of commercial P&C accounts up to $4MM 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 escalation 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

Required

• 2+ years of commercial P&C experience in account management, brokerage, sales 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

Nice to Have

• Experience improving workflows, processes, or operational efficiency
• Prior experience in an insurtech, high-growth, or startup environment
• Wholesale negotiations and leveraging relationships

Work Environment

• Remote-first role, work from anywhere in the US
• NYC office available for in-person collaboration
• Working hours aligned to your time zone:
  • East Coast: 9:00am to 6:00pm ET
  • West Coast: 8:00am to 5:00pm PT

Why Coverdash?

• We’re reimagining insurance for small to mid-sized businesses with smarter, simpler solutions
• 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

Compensation

Our salary ranges are based on paying competitively for our size and industry and are one part of our total compensation package that also includes benefits and other perks. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

Compensation Range: $90K - $120K

Coverdash is an equal opportunity workplace and an affirmative action employer. We welcome all qualified applicants regardless of race, color, ancestry, religion, sex (including pregnancy and related conditions), national origin, sexual orientation, age, marital status, disability (physical or mental), gender identity, gender expression, genetic information, veteran status, citizenship, immigration status, or any other classification, category or characteristic protected by applicable federal, state or local laws. We understand the importance of creating a more diverse and inclusive workplace and celebrate our employees for their differences.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.