Client Service Manager

About the Company

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. We partner with hundreds of high-growth, category-defining companies, using proprietary technology and AI to redefine how risk is managed across the economy.

Responsibilities

• Partner with Risk Advisors on assigned book of business and manage day-to-day service processes
• Maintain effective and positive relationships with clients in a client-facing capacity
• Facilitate the timely and accurate flow of information between clients and Risk team members
• Handle client open items lists and respond to ad-hoc requests
• Gather and analyze data to draft stewardship reports and presentations
• Support and monitor the renewal process, including drafting quote comparisons
• Serve as key client liaison for certificates, auto IDs, invoices, and policy transmittals
• Monitor and follow-up on invoice generation, fee agreements, and collections

Requirements

• 2+ years of commercial insurance experience
• High school diploma or equivalent
• Ability to obtain a Property & Casualty broker’s license within 120 days of start date

Preferred Qualifications

• Previous experience in an Account Management role
• Existing Property & Casualty broker’s license
• Associate degree
• Experience supporting complex clients