Customer Success Manager

Converge Insurance

. Own strategic carrier-partner relationships as a trusted advisor and strategic liaison .

Posted 10/14/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $140,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing strategic carrier-partner relationships and facilitating communication across underwriting, actuarial, and distribution teams. Proficient in onboarding, training, and supporting carrier-partner needs while ensuring satisfaction and operational readiness.

Highest-signal resume keywords

5+ Years Insurance ExperienceRelationship ManagementStakeholder ManagementAustralian Insurance Market KnowledgeExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

UnderwritingActuarial AnalysisData ReportingAnalyticsCapacity PlanningProduct LaunchRegulatory ComplianceMarket AnalysisIntegration RequirementsWorkflow Processes

Soft Skills

Problem-SolvingOrganizational SkillsBusiness JudgmentProfessionalismExecutive-Level Presence

Tools & Technologies

Converge PlatformTraining DocumentationEnablement Materials

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Cyber InsuranceSpecialty InsuranceCommercial P&CBroker RelationsDistributionInsurance Regulation

About the role

Key responsibilities & impact

Own strategic carrier-partner relationships as a trusted advisor and strategic liaison
Serve as the primary point of contact between Converge and carrier stakeholders across underwriting, actuarial, claims, engineering, and distribution
Understand carrier-partner needs, challenges, and integration requirements
Ensure carrier-partner satisfaction, long-term engagement, and expansion opportunities
Coordinate onboarding of carrier-partner teams across underwriting, actuarial, distribution, and operational functions
Lead training on Converge platform capabilities and workflow processes
Create and maintain enablement materials, training documentation, and carrier-partner resources
Coordinate with underwriting, engineering, actuarial, distribution, support, and compliance teams
Coordinate platform releases, enhancements, and support escalations
Facilitate communication and integration activity with external broker and technology partners
Manage meeting schedules, workstream alignment, milestone tracking, and onboarding or expansion commitments
Support data, reporting, analytics, carrier performance, program metrics, and capacity planning needs
Assist with new product launches and international expansion readiness
Provide product and engineering feedback on platform improvements and market needs
Support long-term capacity relationship strategy and operational readiness

Requirements

What you’ll need

5+ years of experience in insurance, preferably cyber, specialty, or commercial P&C
Experience working with underwriting, distribution, broker relations, or carrier program operations
Demonstrated success in relationship-driven, customer-facing roles
Excellent communication, stakeholder management, problem-solving, and organizational skills
Ability to operate in a highly dynamic, fast-moving environment with competing priorities
Strong business judgment, professionalism, and executive-level presence
Global insurance experience with exposure to multiple markets or jurisdictions
Understanding of differences in regulation, distribution, and products across markets
Australian insurance market experience, preferably in commercial and specialty lines
Working knowledge of Australian broker distribution, licensing, and regulatory environment
Ability to translate local market and regulatory requirements into inputs for product, underwriting, and engineering teams
Bachelor's degree
U.S. West Coast (Pacific Time) working hours preferred
Occasional Australian business-hours availability required for client meetings
Ability to lift up to 15 pounds occasionally

Benefits

Comp & perks

Annual performance bonuses may be available
Equity participation may be available
Comprehensive medical, dental, and vision benefits
401(k) plan with employer contribution
Flexible paid time off (PTO)
Reasonable accommodations for individuals with disabilities