Customer Success Specialist

Customer Success Specialist

Insurance Customer Success Specialist

Customer Success Specialist, Commercial Lines

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.

Key Responsibilities

• 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
• R...