Job Description
Customer Success Specialist
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Insurance Customer Success Specialist
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Customer Success Specialist, Commercial Lines
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We are working with a client who is seeking a Customer Success Specialist to manage a portfolio of commercial lines accounts from bind through renewal. The company is a fast-growing, AI-driven insurtech startup based in the Bay Area, serving small businesses across the United States. This role sits at the heart of the post-sale experience — handling COIs, endorsements, renewals, and client inquiries while helping shape the systems that make world-class service scalable.
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Key Responsibilities
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- Manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of business
- Issue Certificates of Insurance (COIs) and process endorsement requests accurately and efficiently
- Review policies for accuracy at issuance and resolve errors before they reach the client
- Respond to client inquiries on coverage, billing, and claims with confidence and clarity
- Maintain clean, complete account records in a proprietary agency management system
- Coordinate with producers on renewals, remarketing, and new business support
- Identify recurring carrier or process issues and escalate them for upstream resolution
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An active P&C license is required. This is a high-volume, fast-paced environment built around proprietary technology — the right person is detail-oriented, adaptable, and genuinely comfortable learning new systems. Candidates from both independent agencies and direct writers are encouraged to apply.
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Remote candidates are welcome, and on-site opportunities in San Francisco are also available at a higher compensation tier for candidates seeking an accelerated, high-intensity growth environment.
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Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.