Insurance Account Manager

About the role

As an Insurance Account Manager, you play a central role in managing ongoing client service needs and policy renewals at Coverdash. This role ensures existing clients receive timely, accurate, and proactive support throughout the renewal and servicing lifecycle, helping drive client retention and maintain strong carrier relationships.

Key responsibilities

• Lead and manage existing client interactions related to policy servicing and renewals.
• Process policy renewals—including auto‑renewals, conditional renewals, and non‑renewals—in a timely manner.
• Retain clients by handling service requests and renewal‑related communication.
• Operate daily within Coverdash’s CRM and Admin (AMS) systems to manage client and policy data.
• Navigate carrier portals to retrieve renewal details and documentation.
• Manage the end‑to‑end renewal workflow through Coverdash systems.
• Route incoming service requests to appropriate internal teams when needed.
• Pre‑fill renewal applications and support carrier quoting activities.

Required profile

• 2–4 years of experience in insurance operations, service, renewals, or customer support.
• Experience with U.S. commercial insurance products.
• Strong attention to detail and ability to manage complex policy workflows.
• Excellent English communication skills, both written and spoken.
• Comfortable working across multiple systems, CRMs, carrier portals, and internal tools.
• Highly organized with the ability to manage multiple clients, renewals, and deadlines.