Client Service Manager

Summary

WithCoverage is an AI-supercharged risk management company that replaces traditional insurance brokerage with proprietary technology and automation. The Client Service Manager partners with Risk Advisors to manage client service processes, support strategic client-facing initiatives, and lead renewal cycles while maintaining strong client relationships and handling insurance-related requests.

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

• 2+ years of commercial insurance experience required (preferably in an Account Management role)
• High school diploma or equivalent required
• Property & Casualty broker's license strongly preferred, or to be obtained within 120 days of start date
• Associates degree preferred
• Experience supporting complex clients is preferred

Qualifications

Must Haves

• 2+ years of commercial insurance experience required (preferably in an Account Management role)
• High school diploma or equivalent required

Nice to Haves

• Property & Casualty broker's license strongly preferred, or to be obtained within 120 days of start date
• Associates degree preferred
• Experience supporting complex clients is preferred

Benefits

• Additional variable compensation, including quota-based incentives where applicable
• Equity grants
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Flexible time off, sick leave, family and medical leave, and major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture
• Remote work in St. Louis, MO