Remote Client Success & Renewal Manager

WithCoverage; St. Louis (MO); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity

Medical benefits

401(k) plan

Flexible time off

Job summary

WithCoverage is seeking an account-management professional in the United States to partner with Risk Advisors on assigned book of business, manage day-to-day service processes, and support a variety of client-facing initiatives through renewal cycles.

You will serve as a client liaison, gather data for stewardship reports, and handle routine to complex coverage inquiries, ensuring accurate information flow and strong client relationships throughout the engagement.

Qualifications

• 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

Responsibilities

• 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.

Skills

Client management

Communication skills

Time management

Education

High school diploma

Associate degree preferred

Tools

CRM software

Policy management system

Job description

WithCoverage is seeking an account-management professional in the United States to partner with Risk Advisors on assigned book of business, manage day-to-day service processes, and support a variety of client-facing initiatives through renewal cycles.

You will serve as a client liaison, gather data for stewardship reports, and handle routine to complex coverage inquiries, ensuring accurate information flow and strong client relationships throughout the engagement.