Account Manager

Coverdash is the fastest growing startup and SMB focused-insurtech agency, powered by the industry’s most advanced embedded technology and partnership strategies. Our mission is to help growing businesses purchase and manage business insurance from the places they trust most. Our simple and powerful embedded technology helps partners 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 (Hub Spot, Docu Sign, Twitter), Expansion VC (Postmates, Angel List, Lemonade).

Headquartered at our brand new state-of-the-art office in the heart of NYC, Coverdash remains a remote friendly working environment. Our rapidly growing team is a smart, dynamic, and fun-loving group privileged to be collaborating with some of the world’s most innovative embedded partners.

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

We are in a rapid growth phase, deploying new software daily, and are looking for 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 how commercial insurance is delivered.

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

• Manage and retain a portfolio of commercial P&C accounts up to $4MM in annual premium
• Serve as primary point of contact for client servicing, renewals, and coverage questions
• Own the renewal process end to end, including proactive renewal conversation prior to quote delivery
• Clearly explain coverage, pricing, and policy changes
• Manage client expectations and protect the client experience during underwriting delays, market constraints, or carrier issues
• Resolve client concerns and elevate 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

• 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

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