Associate Client Manager, Commercial Risk - Founder Shield
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Associate Client Manager, Commercial Risk - Founder Shield: Managing small business insurance renewal accounts end-to-end with an accent on broking/quoting, carrier underwriting coordination, and retention-focused risk management. Focus on delivering accurate quotes, handling policy changes and billing, and maintaining complete account/policy data in Salesforce.
Location: Remote (US)
Company
Founder Shield, powered by , provides tech-enabled risk management and insurance broking for emerging industries and small businesses.
What you will do
- Act as the exclusive point of contact for client renewal processes from start to finish.
- Facilitate policy marketing, quoting, and underwriting on renewals; deliver quotes that meet or exceed client requests.
- Build and maintain relationships with insurance carriers and wholesalers as the liaison between clients and carriers.
- Identify account rounding opportunities to reduce coverage gaps and potential exposure to risk.
- Provide exceptional customer service: answer inquiries, handle policy changes/endorsements, billing issues, and issue certificates of insurance.
- Compile document bundles to bind policies, collect payment, and update internal systems including Salesforce.
Requirements
- 2–3 years of relevant experience in insurance and a strong customer service orientation.
- Current P&C license.
- Exceptional verbal and written communication skills.
- Strong organizational skills and ability to prioritize tasks.
- Proficiency learning new software; Salesforce experience preferred.
- Self-motivated, analytical, ambitious with an entrepreneurial spirit.
Culture & Benefits
- Remote work based in the US.
- Hands-on approach with underwriter relationships and continuous guidance for clients.
- Tech-enabled tools and emerging industry expertise to support renewal and risk management work.
- Focus on retention and long-term client outcomes.
Hiring process
- Apply through the company career site; unsolicited resumes from other sources are not accepted.
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