JOB-1446
An insurance technology startup building an AI-driven operating platform for brokerages is hiring consultants who know the broker world firsthand. As a friendly, tech-comfortable generalist account manager, you will help bring some of the country’s largest brokerages onto the product, and your expertise will influence what the company builds next. Two openings are available.
What you’ll do
- Handle onboarding, training and system configuration for newly signed brokerages, including tedious hands-on manual setup
- Demo the product and offer credible, practical insurance perspective during prospect meetings and customer conversations, alongside account executives, customer success managers and deployment strategists
- Help customers see lasting value once they have gone live
- Act as the resident insurance specialist advising engineers and product managers while features are scoped and the roadmap is set
- Translate what you learn from brokers and customers into improvements to the product
Who you are
- Five or more years in commercial property and casualty or liability brokerage, ideally having handled client accounts at a sizeable regional or national broker, with no personal lines or life background (benefits specialists need 10 to 15 years)
- Generalist coverage knowledge across many lines rather than one niche; managing other account managers or moving up to producer is a plus
- Eager to pick up new technology, for example by using AI assistants to handle your own tasks
- Polished and personable, pleasant to collaborate with, and able to build credibility with customers
- Works well with both sales and engineering colleagues
On-site in the San Francisco Bay Area or the South Bay Area (Silicon Valley). Visa transfers considered.

