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. 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 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 Qualifications 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. Location & Work Arrangement 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. #J-18808-Ljbffr