Product Manager

Product Manager Responsibilities

• Own the Herald placement application – the primary working surface brokers use to manage commercial submissions end to end
• Translate real broker workflows into product decisions and ship features that reduce manual effort in the insurance placement process
• Work directly with users from day one, partner closely with engineering to ship fast, and use AI both as a personal productivity tool and a lens for identifying where automation can meaningfully change how brokers work
• Own carrier work to bring new markets or capabilities into the platform when required, while keeping the broker experience as the primary focus
• Leverage AI tools habitually to identify where AI and agentic workflows can be layered into the product to reduce coordination overhead, surface the right information at the right time, and let brokers focus on tasks requiring their judgment
• Own the Placement System – Herald’s platform for managing a commercial submission from intake through bind, which includes:
  • Application intake and form management – dynamic application forms that adapt to coverage type, prefill from uploaded documents via AI extraction, and surface what digital carriers still need
  • Market outreach – digital submission to carrier APIs and templated offline outreach, with a unified view of where every market stands
  • Quote review and comparison – structured quote data across digital and offline markets, coverage-level detail views, and exportable comparison outputs
  • AI‑assisted coordination – submission‑scoped chat, AI summaries, and agentic actions that let brokers delegate routine coordination
• Expand the broader placement product backlog, including:
  • Improving document extraction accuracy and coverage for the prefill and data‑capture flows
  • Expanding agentic capabilities: defining where the platform should act autonomously, where it should surface recommendations, and where a human needs to stay in the loop
  • Scoping and launching new carrier integrations to unlock new market access for users
  • Improving monitoring and self‑healing for the integration layer that feeds market data into the workspace

• Strong instincts for UX and an ability to simplify complex processes – the placement workflow is multi‑step, involves many stakeholders, and has real consequences; you design for clarity under that complexity
• Demonstrated ability to work with real users, understand operational pain, and translate what you learn into crisp product decisions
• Comfort working with engineering teams building AI‑powered products – you understand how to design features that build trust in AI outputs, evaluate them, and where human oversight needs to stay
• 2–3 years of experience in product management or a closely adjacent role (e.g., product engineering, solutions engineering, implementation PM, or technical program management) in a B2B SaaS environment
• Habitual, fluent use of AI tools in your own work – you reach for AI to draft communications, investigate problems, synthesize information, and reduce repetitive effort; you have well‑developed instincts for where AI helps and where it falls short
• Strong writer – you communicate product rationale clearly in specs, Slack, and in the room with skeptical users
• Clear communicator and fast executor – you move quickly, write things down, and pull the right people in at the right time
• Prior startup experience at a company in a similar stage (Series A–C); you know how to operate with lean support structures and build process where there isn’t any
• Familiarity with REST APIs and how they underpin product features – you can read API documentation, understand what’s technically feasible, and have informed conversations with engineers about integration design
• Experience designing or scoping AI‑assisted or agentic workflows – you understand where automation adds value, how to evaluate AI outputs in operational contexts, and how to build processes that keep humans appropriately in the loop
• Prior experience at a company building workflow automation, document processing, or AI‑assisted tools for enterprise users
• Experience in commercial insurance, insure tech, or a closely adjacent vertical – familiarity with carrier‑distribution dynamics and how quoting, submission, and binding workflows operate

• Company equity
• Hybrid‑flexible company
• Relocation stipend
• Quarterly in‑person meetups (on the company)
• 20 days of PTO (that roll over) + 12 company holidays + 5 sick days
• Quality health, vision, and dental insurance
• Pre‑tax commuter benefits to be used towards parking & transit costs
• 401K plan
• Parental leave for all kinds of parents (including adoption and foster care)
• $500 additional home office stipend (beyond the standard equipment)