Customer Operations Associate

Coverdash; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Coverdash is seeking a Customer Operations Associate to ensure client records, policy data, and billing information stay accurate and compliant, enabling our Service and Sales teams to advise small businesses.

You will collaborate with U.S.-based carriers and internal systems to process activity, resolve billing issues, and support day-to-day operations in a fast-growing insurtech environment, with a remote engagement.

Qualifications

• 1–3 years of experience in operations, customer support, or administrative roles.
• Strong attention to detail with a high level of data accuracy.
• Excellent English communication skills (written and spoken).
• Comfortable working across multiple systems, tools, and online platforms.
• Highly organized with the ability to manage multiple tasks and priorities.
• Proactive, reliable and accountable for your work.
• Comfortable working independently and collaborating with international colleagues across time zones.

Responsibilities

• Maintain accurate client, policy, and billing records within Coverdash’s Admin (AMS) system.
• Manage and resolve client-related requests through Coverdash’s ticketing system.
• Process and issue Certificates of Insurance (COIs) efficiently and accurately.
• Support policy lifecycle activities including applications, endorsements, renewals, and cancellations.
• Coordinate with insurance carriers to retrieve documents, process changes, and complete endorsement quoting.
• Ensure daily carrier downloads are completed and all records are kept current.
• Support billing operations by handling notices, payment follow-ups, and resolving carrier payment issues.
• Collaborate closely with U.S.-based Service and Sales team members to support client needs.
• Use Coverdash’s platform to support client policy access, payments, and modifications.

Skills

Data accuracy

Attention to detail

English proficiency

Multi-system experience

Time management

Independent work

Collaboration across time zones

Tools

AMS

Ticketing systems

Billing platforms

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

As a Customer Operations Associate, you play a critical role in ensuring Coverdash clients have a seamless insurance experience behind the scenes. This role exists to keep our client, policy, and billing data accurate, up to date, and compliant, allowing our Service and Sales teams to focus on advising and supporting small businesses.

You’ll partner closely with U.S.-based teams, insurance carriers, and internal systems to process policy activity, resolve billing issues, and support day-to-day insurance operations. This is a great opportunity for someone who enjoys working with systems, data, and structured processes in a fast-growing insurtech environment , and who is looking for the flexibility of an independent, remote engagement.

What You’ll Do

• Maintain accurate client, policy, and billing records within Coverdash’s Admin (AMS) system
• Manage and resolve client-related requests through Coverdash’s ticketing system
• Process and issue Certificates of Insurance (COIs) efficiently and accurately
• Support policy lifecycle activities including applications, endorsements, renewals, and cancellations
• Coordinate with insurance carriers to retrieve documents, process changes, and complete endorsement quoting
• Ensure daily carrier downloads are completed and all records are kept current
• Support billing operations by handling notices, payment follow-ups, and resolving carrier payment issues
• Collaborate closely with U.S.-based Service and Sales team members to support client needs
• Use Coverdash’s platform to support client policy access, payments, and modifications

Who You Are

Required

• 1–3 years of experience in operations, customer support, or administrative roles
• Strong attention to detail with a high level of data accuracy
• Excellent English communication skills (written and spoken)
• Comfortable working across multiple systems, tools, and online platforms
• Highly organized with the ability to manage multiple tasks and priorities
• Proactive, reliable, and accountable for your work
• Comfortable working independently and collaborating with international colleagues across time zones

Nice to Have

• Experience with U.S. commercial insurance products or carrier portals
• Familiarity with AMS, ticketing systems, or billing platforms (e.g., Ascend)
• Previous experience supporting U.S.-based teams or clients

Work Environment

Location: Remote (Serbia-based)

Working Hours: 10:00 AM – 6:00 PM (Belgrade time)

Engagement Type: Full-time, ongoing - you’ll manage your own schedule and invoicing as part of this remote engagement

Why Coverdash?

• Be part of a fast-growing insurtech company transforming commercial insurance
• Gain hands‑on exposure to U.S. insurance operations and modern insurance technology
• Work with a collaborative, global team that values ownership, transparency, and growth
• Build a strong foundation for long-term career growth within operations or insurance roles

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.

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.