Insurance 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 (HubSpot, DocuSign, Twitter), Expansion VC (Postmates, AngelList, 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.

Job Title

Insurance Account Manager

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

You’ll work closely with U.S.-based Service and Account Manager teams, insurance carriers, and internal systems to process renewals, endorsements, and policy changes. This role is ideal for someone who is organized, detail-oriented, and comfortable owning client interactions in a fast-paced insurtech environment.

• 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 existing clients by handling ongoing 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 the appropriate internal teams when needed
• Pre-fill renewal applications and supporting insurance submissions
• Support carrier quoting activities
• Handle billing notices and payment-related issues, including follow-ups and carrier coordination
• Support onboarding and ongoing training for new and existing team members

Required

Work Environment

Our salary ranges are based on paying competitively for our size and industry and are one part of our total compensation package that also includes benefits and other perks.

Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

Coverdash is an equal opportunity workplace and an affirmative action employer. We welcome all qualified applicants regardless of race, color, ancestry, religion, sex (including pregnancy and related conditions), national origin, sexual orientation, age, marital status, disability (physical or mental), gender identity, gender expression, genetic information, veteran status, citizenship, immigration status, or any other classification, category or characteristic protected by applicable federal, state or local laws. We understand the importance of creating a more diverse and inclusive workplace and celebrate our employees for their differences.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.