About the Opportunity
We're partnering with an Insurance Technology Company that is transforming how commercial insurance brokers manage complex risks.We're looking for a Senior Account Manager Lead to become the first dedicated servicing hire and help build the client servicing function from the ground up.This is an exciting opportunity for an experienced commercial P&C professional who wants significant ownership and the opportunity to influence client relationships, processes, product development, and team growth.
What You'll Do
- Own ongoing relationships with mid-market commercial insurance accounts
- Manage renewals, certificates of insurance, endorsements, compliance questions, and day-to-day servicing
- Support producers during the sales-to-onboarding transition
- Partner directly with engineering to identify servicing workflows that can be improved through AI and automation
- Build servicing standards, processes, and playbooks from scratch
- Identify operational bottlenecks and recommend product improvements
- Help scale the client book as the company grows
- Hire, mentor, and eventually lead additional account executives
What We're Looking For
- 7+ years of commercial P&C servicing experience
- Deep experience managing mid-market commercial accounts
- Experience serving clients in construction, real estate, and/or manufacturing
- Active P&C broker-agent license (mandatory)
- Strong understanding of commercial P&C products, underwriting, claims, and compliance
- Experience with AI, automation, or technology-driven servicing transformation
- Demonstrated ability to build processes and playbooks from scratch
- Experience mentoring or leading teams
- Excellent client relationship and communication skills
- Comfortable working in a fast-paced, ambiguous startup environment
- Willing to work 4 days per week onsite in San Mateo