Client Service Manager

WithCoverage; Oregon; Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity

Medical, dental, vision, life, and(dis

401(k)

Flexible time off

Job summary

WithCoverage is redefining risk management for modern businesses by replacing traditional brokerages with AI-enabled advisory. As a Client Service Manager, you will partner with Risk Advisors on an assigned book of business, manage day-to-day service processes, and drive renewal cycles to deliver a positive client experience.

You will maintain client relationships, streamline information flow, assist with stewardship reports, and support invoice and renewal activities.

Qualifications

• 2+ years of commercial insurance experience
• Account management experience preferred
• Licensing: Property & Casualty broker's license strongly preferred or to be obtained within 120 days of start date

Responsibilities

• Maintains effective and positive relationships with clients on matters of moderate importance and complexity.
• Facilitates timely and accurate flow of information between clients and Risk team members.
• Handles client open items lists and ad-hoc requests.
• Gathers and analyzes data for stewardship reports and tailored presentations.
• Supports renewal process and drafts quote comparisons; manages binders, policies, and endorsements.
• Receives and handles routine and sophisticated coverage inquiries.
• Serves as client liaison for certificates, auto IDs, locations, invoices, and related items.
• Monitors invoices, fee agreements, receivables, and collections; resolves problems.
• Ensures tools are understood and used; performs related duties.

Skills

Client relationship management

Renewal coordination

Data analysis

Invoice management

Education

High school diploma or equivalent

Associate degree preferred

Job description

Client Service ManagerLocation: RemoteAbout WithCoverage :WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy.

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster - We're scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters - We protect the world's most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry - Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards - We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client's renewal cycle, ensuring a positive and productive client experience.

What You'll Do:

• Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity.
• Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed.
• Handles client open items lists and responds to client ad-hoc requests.
• Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
• Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
• Receives and handles routine and sophisticated coverage inquiries.
• Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
• Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems.
• Ensures tools are understood and used. Performs related duties as assigned.

Who You Are:

• 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 is preferred.

For candidates based in the United States, the expected total compensation for this position at the start of employment is $100,000 - $140,000/year. Actual compensation will be determined based on factors such as market location, job-related skills, experience, and qualifications. This role is eligible for additional variable compensation, including quota-based incentives where applicable. WithCoverage offers a comprehensive Total Rewards package for full-time employees, which includes equity grants and a robust suite of benefits.

What We Offer:

• 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
• Time Off: 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