Account Manager (Commercial Insurance)

ZipRecruiter; New York (NY); Remote; USD 85,000 - 120,000; Full time

Job summary

A rapidly growing insurtech startup is seeking a Commercial Insurance Account Manager to build and manage commercial accounts. This virtual role requires strong communication skills and a proactive approach to client management and insurance solutions. The position offers competitive compensation and benefits, with a focus on customer success and strategic growth.

Qualifications

• 3+ years of P&C commercial sales or brokerage experience.
• Property and Casualty insurance license in good standing.

Responsibilities

• Manage small to mid-sized commercial accounts and handle renewals.
• Develop and implement competitive insurance programs.
• Serve as the primary contact for clients.

Skills

Communication

Customer Service

Time Management

Problem Solving

Teamwork

Education

Bachelor’s Degree

Tools

Microsoft Office

CRM/AMS

Job description

Job Description

About Coverdash
Coverdash is the fastest growing startup and SMB-focused insurtech agency, powered by advanced embedded technology and strategic partnerships. Our mission is to help growing businesses purchase and manage insurance seamlessly. We offer a simple, powerful embedded platform that enables partners to integrate insurance offerings with minimal effort.
Founded by experts in fintech and financial services, Coverdash is the first insurance-as-a-service platform, backed by over $16 million from top investors including NYCA, Bling Capital, and others.
Headquartered in NYC with a remote-friendly environment, our team collaborates with innovative embedded partners globally.

Commercial Insurance Account Manager Job Description:

Join Coverdash’s Commercial Risk Unit! As an Account Manager, you will build and manage small to mid-sized commercial accounts, handle renewals, support a team of insurance producers, and become a commercial insurance expert. You will work in a fast-paced startup environment, collaborating with technical teams to develop efficient processes and systems for the P&C insurance industry. The role is remote, with core hours from 9:00 am to 5:00 pm Eastern Time, and can be based anywhere in the U.S.

What You’ll Be Responsible For:

1. P&C commercial insurance renewal sales and service
2. Managing client relationships and accounts up to $20MM revenue
3. Developing and implementing competitive insurance programs
4. Serving as the primary client contact for daily service requests
5. Growing a profitable book of business through strategic placement
6. Customer success, account management, and sales
7. Organizing client information for policy processing
8. Managing data entry and document organization in agency systems
9. Building relationships with commercial underwriters

Qualifications

• 3+ years of P&C commercial sales or brokerage experience
• Property and Casualty insurance license in good standing
• Excellent communication and presentation skills
• Customer service professionalism and tact
• Proficiency in Microsoft Office, especially advanced features
• Resourcefulness, initiative, and problem-solving skills
• Ability to work collaboratively in a fast-paced environment
• Strong time management skills
• Willingness to learn and adopt new technology systems
• Intermediate project management skills
• Bachelor’s Degree or equivalent experience
• Experience with CRM/AMS and rating platforms
• Insurtech or startup experience is a plus

The salary range for this role is $85,000 to $120,000 per year, including commission/variable pay. Compensation is competitive and includes benefits. Pay decisions depend on qualifications, experience, skills, location, and business needs.