Associate Director, Client Management

Jobtailor; California (MO); On-site; USD 140,000 - 200,000; Full time

Job summary

Jobtailor is seeking a senior commercial insurance broker to own and grow a strategic book of accounts ($1M+ revenue) serving founder-backed, CFO-level, and executive stakeholders at venture-backed companies.

You will lead end-to-end renewal strategy, proactive risk advisory, and client-facing program recommendations aligned with growth milestones such as new funding, headcount expansion, international entry, or new products.

Qualifications

• 5+ years of commercial insurance brokerage experience, with a demonstrated track record of independently managing a complex P&C book.

Responsibilities

• Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture-backed companies.
• Lead end-to-end renewal strategy—including proactive risk advisory, coverage gap analysis, and client-facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products).
• Drive retention and revenue expansion by identifying upgrade and cross-sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it.
• Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions.
• Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions.
• Support new business by engaging during late-stage sales conversations and ensuring a high-quality handoff from Sales that sets the client relationship up for long-term success.
• Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross-functional coordination without close managerial oversight.
• Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales.
• Leverage AI-powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.

Skills

Client relationship management

Risk advisory

Strategic growth

C-suite communication

Autonomy

Tools

Vouch Proprietary Systems

AI Copilots

Job description

Responsibilities

• Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture-backed companies.
• Lead end-to-end renewal strategy—including proactive risk advisory, coverage gap analysis, and client-facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products).
• Drive retention and revenue expansion by identifying upgrade and cross-sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it.
• Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions.
• Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions.
• Support new business by engaging during late-stage sales conversations and ensuring a high-quality handoff from Sales that sets the client relationship up for long-term success.
• Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross-functional coordination without close managerial oversight.
• Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales.
• Leverage AI-powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.

Requirements

• 5+ years of commercial insurance brokerage experience, with a demonstrated track record of independently managing a complex P&C book.
• Deep coverage knowledge across General Liability, Management Liability, Cyber/Tech E&O, and Professional Liability—able to lead substantive coverage conversations with C-suite executives without support.
• Active P&C License required.
• Proven ability to manage high-touch client relationships at Series A–C companies or equivalent complexity, with direct experience navigating funding-stage triggers, board-level dynamics, and rapid growth environments.
• Strong retention and growth track record—can point to specific accounts retained, expanded, or recovered through proactive advisory.
• Operates autonomously: sets priorities, manages workload, and makes quality decisions with limited managerial direction.
• Excellent communicator—able to translate complex insurance concepts into plain language for non-expert audiences and influence internal stakeholders across functions.
• Comfortable with ambiguity and changing conditions; adapts quickly without losing quality or client focus.

Core Competencies

Demonstrates extensive expertise in managing complex commercial insurance accounts, with a strong focus on client relationship management, proactive risk advisory, and strategic growth initiatives. Proficient in navigating high-stakes conversations with C-suite executives and leveraging technology to enhance service delivery.

Tools & Technologies

• Vouch Proprietary Systems
• AI Copilots