Job Details

Account Manager
MA, United States
Job ID
Job Description

About Embroker

Embroker is the insurance brokerage the industry said would be impossible to create.  Founded in 2015, Embroker has been named one the innovators shaping the future of finance by Goldman Sachs and one of the most promising private FinTech Companies in the world by CB Insights.  

Our mission is simple: to make insurance work better for businesses of all types and sizes.

About the Position

We're looking for talented, obsessive Client Account Manager/ Service Manager to join the Embroker Service team. At Embroker, we believe that our success is 100% dependent on the success of our customers. We don’t want our customers to be merely satisfied - we haven’t done our job until our customers are wildly successful making better business decisions and mitigating risk.  The Client Account Manager/ Service Manager is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services.  

Core Responsibilities

  • Partner with producers to sell and manage client’s insurance portfolio through entire lifecycle

  • Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform

  • Ensure that clients are comfortable with and are able to utilize the tools available in the Platform, including: benchmarking, policy upload, exposure upload, certificates, claims, and self-service features

  • Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.

  • Recommend coverage improvements and additional policies based on experience and tools available in the Platform

  • Assist with application preparation and data submission

  • Quote online or send submission to markets as applicable

  • Bind policies

  • Review policies and program coverages

  • Manage requests for certificates and endorsements

  • Process policy audits

  • Work with support teams and teams to help deliver outstanding client service and satisfaction.  This may include mentoring, answering questions, helping to improve processes, etc.


  • Property and casualty producer license with 10+ years experience

  • Technical knowledge of property & casualty coverages

  • Proficient with all Microsoft Office 365 tool, experience with SalesForce a plus

  • Highly organized and able to prioritize multiple tasks

  • Comfortable in a quickly changing and dynamic environment

  • Takes pride in delivering high quality client service and satisfaction

  • Self-confident with strong written and verbal communication skills

  • Ability to work in fast paced, high transaction volume environments with minimal training

  • Self-motivated, highly organized, positive, and able to focus on delivering high-quality and timely results for projects and assignments

  • Excellent communication skills both verbal and written

More about Embroker

Embroker embraces differences and is committed to a workplace that is not only free of discrimination, but one that fosters inclusion and belonging. We strongly believe that diversity of experience, perspective, and background lead to a better environment for our employees and a better experience for our clients.  Our team is a diverse group with extensive experience in insurance, engineering, product design, sales, and marketing. 

At Embroker, we work hard, have fun solving difficult problems, and push the boundaries of what was thought possible in our industry.  We are always looking for ways to get better and exceed what’s expected of us. Our team members take ownership of our customer experience and the success of the company. We encourage like-minded individuals to join us in building the next generation insurance company.

Embroker is headquartered in San Francisco with additional offices in Chicago, Boston, and Belgrade, Serbia.

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