Commercial Insurance Account Manager

Coverdash is the fastest-growing startup and SMB-focused insurtech agency, powered by advanced embedded technology and partnership strategies. Our mission is to help growing businesses purchase and manage business insurance from trusted platforms. Our embedded technology enables partners to 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), and Expansion VC (Postmates, AngelList, Lemonade).

Headquartered in NYC with a remote-friendly working environment, Coverdash collaborates with innovative embedded partners.

The Role

Join Coverdash’s Account Management team as a Commercial Insurance Account Manager. You will manage and grow small to mid-sized commercial accounts, handle quote and rate renewals, and manage client needs while developing deep expertise in commercial P&C Insurance.

Coverdash is in rapid growth, deploying new software daily, and seeks someone who thrives in a fast-paced startup environment. You will work closely with tech teams as the insurance subject matter expert, helping shape processes, systems, and products that modernize commercial insurance delivery.

This role requires autonomy, adaptability, and a passion for building efficient, customer-focused insurance solutions.

What You’ll Do

• Manage and retain a portfolio of commercial P&C accounts up to $4MM in annual premium
• Serve as the primary point of contact for client servicing, renewals, and coverage questions
• Own the renewal process end-to-end, including proactive renewal conversations prior to quote delivery
• Clearly explain coverage, pricing, and policy changes to clients
• Manage client expectations and protect the client experience during underwriting delays, market constraints, or carrier issues
• Resolve client concerns and escalate internally when needed to ensure timely resolution
• Execute core policy servicing, including endorsements, certificates of insurance, audits, billing coordination, and cancellations
• Maintain accurate client records in AMS and CRM
• Partner with carriers, wholesalers, and internal teams to support renewal and servicing outcomes
• Adhere to service standards, SLAs, and escalation protocols

Who You Are

Required

• 2+ years of commercial P&C experience in account management, brokerage, sales, or customer success
• Active Property & Casualty license in good standing
• Strong knowledge of commercial P&C coverages, renewals, endorsements, and servicing requirements
• Proven ability to own the renewal process end-to-end, including proactive client consultations prior to quoting
• Confident client-facing presence with experience managing escalations and protecting the client experience during underwriting or carrier challenges
• Excellent written and verbal communication skills, with the ability to explain complex insurance concepts in plain language
• Demonstrated success managing and retaining large or complex books of business
• Strong organizational, prioritization, and decision-making skills in high-volume environments
• Advanced proficiency with CRM and AMS platforms and core business tools

Nice to Have

• Experience improving workflows, processes, or operational efficiency
• Prior experience in an insurtech, high-growth, or startup environment
• Wholesale negotiations and leveraging relationships

Work Environment

• Remote-first role, work from anywhere in the US
• NYC office available for in-person collaboration
• Working hours aligned to your time zone:
• East Coast: 9:00am to 6:00pm ET
• West Coast: 8:00am to 5:00pm PT

Why Coverdash?

• We’re reimagining insurance for small to mid-sized businesses with smarter, simpler solutions
• Modern tools designed specifically for insurance brokers to make their work easier and more efficient
• Fast-paced, high-impact environment where ownership and results matter from day one