Elite Client Concierge - Insurance Tech

Slope; Austin (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health, Dental, Vision

Weekly lunch stipend

Flexible time off + holidays

401(k) plan

Commuter benefits

PAT & MAT Leave

Disability (Short/Long-term)

Monthly team gatherings

In-office perks

Job summary

Stand seeks a detail-oriented Client Concierge Specialist to own the service experience for high-value policyholders and broker partners across the policy lifecycle. You will coordinate inspections, renewals, and inbound inquiries while ensuring policy requirements are met and compliance is verified.

You will surface insights that inform underwriting and retention decisions, maintain relationships, and manage a dynamic portfolio of cases with high ownership and visibility.

Qualifications

• Proven experience in insurance, financial services, or customer-facing operations.
• Experience managing complex follow-up workflows with multiple open cases and deadlines.
• Clear, polished communicator with high-net-worth clients and brokers.
• Experience reviewing customer documentation for policy compliance and escalating exceptions.
• Self-directed and organized with minimal supervision.
• Open to evolving workflows and proprietary tools as the function develops.
• Property & Casualty license (CA/FL) or willingness to obtain within 30 days.

Responsibilities

• Own the service experience for high-value policyholders and broker partners across the policy lifecycle.
• Coordinate inspections, policy follow-ups, renewals, and inbound support needs.
• Navigate policy requirements and verify compliance with clear context.
• Surface insights to inform underwriting and retention decisions.
• Build trusted relationships and deliver exceptional customer experiences while moving cases forward.

Skills

Insurance experience

Follow-up workflows

Communication

Documentation review

Self-directed

Adaptable workflows

P&C license readiness

Tools

Front

Genesys

Zoom Contact Center

CRM workflows

Job description

Stand seeks a detail-oriented Client Concierge Specialist to own the service experience for high-value policyholders and broker partners across the policy lifecycle. You will coordinate inspections, renewals, and inbound inquiries while ensuring policy requirements are met and compliance is verified.

You will surface insights that inform underwriting and retention decisions, maintain relationships, and manage a dynamic portfolio of cases with high ownership and visibility.