Coverdash

Account Manager

• Manage and retain a portfolio of commercial P&C accounts up to $4MM in annual premium
• Serve as primary point of contact for client servicing, renewals, and coverage questions
• Own the renewal process end to end, including proactive renewal conversations before quote delivery
• Explain coverage, pricing, and policy changes
• Manage client expectations during underwriting delays, market constraints, or carrier issues
• Resolve client concerns and escalate internally when needed
• Execute policy servicing, including endorsements, certificates of insurance, audits, billing coordination, and cancellations
• Maintain accurate client records in AMS and CRM
• Partner with carriers, wholesalers, and internal teams
• Adhere to service standards, SLAs, and escalation protocols
• Work closely with technology teams as the insurance subject matter expert to help shape processes, systems, and products