Client Success Specialist, Commercial Risk-Middle Market

📋 Description

• Manage renewal lifecycle activities, deadlines, documentation, and client commitments.
• Coordinate with client teams, carriers, vendors, and internal stakeholders.
• Review policy info, identify discrepancies, resolve issues or escalate.
• Support compliance processes: certificates of insurance, policy docs, regulatory tasks.
• Prepare client-facing materials: renewal docs, coverage summaries, communications, claims updates.
• Participate in client meetings and renewal discussions as a knowledgeable resource.

🎯 Requirements

• 1–3+ years in commercial insurance, brokerage, carrier operations, or related client service.
• Bachelor’s degree in business, finance, insurance, or related field preferred.
• Knowledge of commercial insurance coverages, renewal workflows, policy processes, regulatory
• Ability to analyze complex service situations and exercise independent judgment.
• Strong written and verbal communication; ability to create clear client-ready docs.
• Experience with insurance tech platforms, agency management systems, and digital workflow tools.

🎁 Benefits

• Remote work opportunity within the United States.
• Competitive benefits package for wellbeing.
• Health insurance coverage and wellness resources.
• Opportunities for professional development and insurance expertise growth.
• Collaborative environment focused on innovation and client success.
• Opportunities to contribute to process improvements and operational excellence.