Insurance Account Manager / Customer Success

Embroker; United States; Remote; USD 75,000 - 115,000; Full time

Job summary

Embroker is seeking a Customer Success Manager to oversee client portfolios and ensure exceptional service in a fully remote capacity. The ideal candidate will have a property and casualty producer license and at least two years of relevant experience. Responsibilities include managing day-to-day client requests, conducting policy renewals, and leveraging technology to enhance customer satisfaction. This position offers a competitive salary along with comprehensive benefits, including unlimited flexible time off.

Benefits

Unlimited Flexible Time Off

401(k) with Employer Match

Medical, Dental, and Vision Insurance

Work from Home Office Set-up Stipend

Stock options

Qualifications

• 2+ years experience in property & casualty insurance.
• Experience with Salesforce desirable.
• Ability to work effectively in a remote environment.

Responsibilities

• Manage client insurance portfolios and service requests.
• Assist with policy renewals and coverage recommendations.
• Ensure high-quality client service through proactive engagement.

Skills

Client service outcomes

Communication skills

Cross-cultural teamwork

Education

Property and casualty producer license

Tools

Salesforce

G-Suite

Job description

Who we are at Embroker

Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers. In 2025, Embroker has raised over $150M in funding from leading fintech investors.

This is a fully remote position.
We welcome applicants from across the U.S., with preference for candidates based in the Midwest, Southeast, Southwest, and Mountain West regions.
A full list of preferred states is included at the bottom of this posting.

Base Salary: $75,000–$115,000* + Variable Compensation + Equity
*Actual base salary is dependent on experience and geographic location

Position Overview

The Customer Success Manager (CSM) is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services.

Job Duties

• Partner with the customer success team and vertical lead to sell and manage client’s insurance portfolio through entire lifecycle
• Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform
• Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
• Recommend coverage improvements and additional policies based on experience and tools available in the Platform
• Assist with application preparation and data submission
• Quote online or send submission to markets as applicable
• Bind policies
• Review policies and program coverages
• Manage requests for certificates and endorsements or route to the automated process or service team.
• Work with support teams to help deliver outstanding client service and satisfaction. This may include mentoring, answering questions, helping to improve processes, etc.
• Perform other duties as assigned

Qualifications

• Property and casualty producer license with 2+years experience
• Technical knowledge of property & casualty coverages
• Experience with G-Suite and SalesForce a plus
• Ability to deliver high quality client service outcomes and satisfaction
• Demonstrated confidence with strong written and verbal communication skills
• Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training
• Ability to work cross culturally on a global team
• Prolonged periods of time sitting at a desk and working on a computer
• Ability to perform at a high-level in a remote work environment

Preferred States for Remote Work Eligibility:
Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming.

Our Values

The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space.

Pack First

We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.

Be All-In

We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity.

Create Magic

We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.

AT EMBROKER, EMPLOYEES COME FIRST. BENEFITS SUMMARY HIGHLIGHTED BELOW FOR US & CANADIAN EMPLOYEES.

US Employees

• Medical - 5 plans to choose from including one with an employer funded HSA
• Dental - Employer pays 100% of employee premium
• Vision - Employer pays 100% of employee premium
• Life and AD&D - Employer provided as well as additional voluntary
• Short and Long Term Disability - Employer provided
• Flexible Spending Accounts - Medical and Childcare
• Accident
• Critical Illness
• Employee Assistance Program - Including dependents
• Pet Insurance
• 401(k) with Employer Match
• Unlimited Flexible Time Off (Vacation)
• Sick Time
• 12-Weeks Paid Parental Leave
• Work from Home Office Set-up Stipend
• Paid Subscription for Wellable Wellness
• Stock options

Canadian Employees

• Medical
• Dental
• Vision
• Life and AD&D
• Long Term Disability
• Employee Assistance Program

Additional portable insurance coverage is also available including:

• Life
• AD&D
• Critical Illness

Additional benefits offered:

• RRSP with Employer Match
• Unlimited Flexible Time Off (Vacation)
• Sick Time
• Parental Leave with Salary Top-Up Program
• Work from Home Office Set-up Stipend
• Paid Subscription for Wellable Wellness
• Stock options