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
Numbers & Facts
Location
San Mateo, California
Skills
Artificial Intelligence (AI)unmatched
Automationunmatched
Brokerageunmatched
Communication Skillsunmatched
Constructionunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Insuranceunmatched
Insurance Documentationunmatched
Manufacturingunmatched
Mentoringunmatched
Onboardingunmatched
Product Developmentunmatched
Real Estateunmatched
Risk Managementunmatched
Salesunmatched
Sales Managementunmatched
Startupunmatched
Team Lead/Managerunmatched
Underwritingunmatched
Workflow Analysisunmatched
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