AI-Driven Senior Insurance Case Closure Specialist

Harper; San Francisco (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Health insurance

License reimbursement

Equity

Job summary

Harper is an AI-native commercial insurance brokerage with offices in San Francisco and Atlanta. The role focuses on closing hard insurance cases, reading full histories, and communicating clearly with customers to restore proper coverage.

You will handle complex certificates, endorsements, and recoveries, while leveraging AI tools to find answers quickly. Licensing is supported by the company to ensure prompt eligibility.

Qualifications

• Experience in customer-facing work and ability to resolve complex cases.
• Insurance knowledge is a plus; fast learning is valued.
• License support is provided; licensing can be completed within 30 days.

Responsibilities

• Close and rewrite cases only after reviewing all notices and history.
• Handle complex certificates and endorsements that require contract alignment.
• Recover stalled or lapsed coverage and bind on the spot when appropriate.
• Provide honest, clear counsel to customers about options and deadlines.

Skills

Customer-facing

Adaptability

Education

Licensed or license within 30 days

Tools

AI tools

Job description

Harper is an AI-native commercial insurance brokerage with offices in San Francisco and Atlanta. The role focuses on closing hard insurance cases, reading full histories, and communicating clearly with customers to restore proper coverage.

You will handle complex certificates, endorsements, and recoveries, while leveraging AI tools to find answers quickly. Licensing is supported by the company to ensure prompt eligibility.