Account Manager

Coverdash

. Manage and retain a portfolio of commercial P&C accounts up to $4MM in annual premium .

Posted 9/23/2026full-timeRemote • United StatesJuniorMid-Level💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing commercial Property & Casualty accounts, including ownership of the renewal process and effective client communication. Proficient in policy servicing and maintaining client records while adhering to service standards and managing escalations.

Highest-signal resume keywords

Commercial P&C ExperienceActive Property & Casualty LicenseClient Relationship ManagementPolicy Servicing ExpertiseCRM and AMS Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Commercial P&C CoveragesRenewals ManagementEndorsements ProcessingClient ConsultationsUnderwriting Knowledge

Soft Skills

Excellent Communication SkillsOrganizational SkillsPrioritization SkillsDecision-Making Skills

Tools & Technologies

CRM PlatformsAMS PlatformsBusiness Tools

Certifications & Qualifications

Property & Casualty License

Industry Keywords

Client ServicingPortfolio ManagementEscalation ManagementService StandardsSLA Adherence

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of commercial P&C experience in account management, brokerage, sales or customer success
Active Property & Casualty license in good standing
Strong knowledge of commercial P&C coverages, renewals, endorsements, and servicing requirements
Proven ability to own the renewal process end to end, including proactive client consultations prior to quoting
Experience managing escalations and protecting the client experience during underwriting or carrier challenges
Excellent written and verbal communication skills
Demonstrated success managing and retaining large or complex books of business
Strong organizational, prioritization, and decision-making skills in high-volume environments
Advanced proficiency with CRM and AMS platforms and core business tools

Benefits

Comp & perks

Remote-first role; work from anywhere in the US
NYC office available for in-person collaboration
Working hours aligned to your time zone
Modern tools designed specifically for insurance brokers
Fast-paced, high-impact environment where ownership and results matter
Equal opportunity workplace and affirmative action employer
Optional diversity survey; participation is voluntary and does not affect the application