Commercial Insurance CSR / Account Manager – COVU

Location: Remote

Salary: USD 60,000 - USD 70,000 + Performance bonus

About the Role

Are you passionate about supporting customers, simplifying complex insurance workflows, and driving operational excellence with technology?

COVU is redefining how independent agencies serve their commercial clients — and we’re looking for a Commercial Insurance CSR / Account Manager to help us deliver best-in-class service through our AI-driven platform.

In this role, you’ll manage a portfolio of commercial accounts, ensuring each client receives proactive service, accurate coverage guidance, and a seamless digital experience. You’ll work alongside our Producers, Advisors, and Operations team to provide clients with smart, technology-enabled solutions that improve retention, efficiency, and satisfaction.

What You’ll Do

• Client Relationship Management: Build strong, trust-based relationships with commercial clients, understanding their business needs and ensuring timely service and renewals.
  
  
• Policy Servicing: Review, process, and issue policies, endorsements, certificates, and renewals within COVU’s digital workflow environment (Applied Epic, Salesforce, and internal tools).
  
  
• Renewals & Retention: Manage renewals proactively — reviewing coverage, identifying gaps, and recommending appropriate solutions to improve retention and upsell opportunities.
  
  
• Data Accuracy & Documentation: Maintain clean client records and communications in our AI-powered system to ensure data quality and regulatory compliance.
  
  
• Cross-Team Collaboration: Partner with Sales, Underwriting Support, and Customer Success teams to deliver seamless end-to-end service.
  
  
• Process Optimization: Identify opportunities to automate or streamline workflows through our COVU technology stack.
  
  
• Industry Awareness: Stay informed about P&C market trends, carrier updates, and coverage innovations to support client needs.
  
  

What We’re Looking For

• Experience: 3+ years in commercial lines account management, CSR, or a related role in an independent agency or MGA environment.
• Licensing: Active Property & Casualty License (multi-state preferred).
• Lines of Business: Has worked in large Commercial businesses like Trucking, Marine, Cyber, Large General and Liability, Trucking
• Technical Aptitude: Experience with Applied Epic, AMS360, Salesforce, or similar agency management systems; comfort working in AI-driven or digital workflows.
• Communication: Strong verbal and written communication skills with a customer-first approach.
• Organization: High attention to detail and ability to manage multiple accounts efficiently.
• Problem Solving: Analytical thinker who can resolve client issues quickly and accurately.
• Team Mindset: Collaborative, proactive, and open to process improvement through technology.
  
  

Why COVU

• Remote Flexibility: Fully remote U.S.-based role with collaborative digital workspace.
• Growth Path: Opportunities to grow into Senior Account Management or Agency Operations leadership.
• Comprehensive Benefits: Competitive compensation, health/dental/vision coverage, PTO, and 401(k).
• Culture: Innovative, inclusive, and impact-focused — we work smarter so agencies can serve clients better.
  
  

About COVU

COVU is an AI-native insurtech empowering independent agencies with modern technology, predictive insights, and automation. Our platform combines agency operations, customer engagement, and data intelligence in one place — helping agencies deliver better service, grow faster, and focus on what matters most: their clients.