Customer Success Specialist

Customer Success SpecialistInsurance Customer Success SpecialistCustomer Success Specialist, Commercial LinesWe 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 ResponsibilitiesManage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of businessIssue Certificates of Insurance (COIs) and process endorsement requests accurately and efficientlyReview policies for accuracy at issuance and resolve errors before they reach the clientRespond to client inquiries on coverage, billing, and claims with confidence and clarityMaintain clean, complete account records in a proprietary agency management systemCoordinate with producers on renewals, remarketing, and new business supportIdentify recurring carrier or process issues and escalate them for upstream resolutionAn 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.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.Newman Group Search is a member of the National Insurance Recruiter Association network and specializes in Commercial Risk & Insurance.