Customer Success Manager

Employment Type: [Not Specified] Location Type: Fully Remote (US-based, preference for Midwest, Southeast, Southwest, and Mountain West regions) Salary: $75,000–$115,000* + Variable Compensation + Equity *Actual base salary is dependent on experience and geographic location

Who we are at Embroker

Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers. In 2025, Embroker has raised over $150M in funding from leading fintech investors.

Position Overview

The Customer Success Manager (CSM) is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers, and overseeing customer success services.

Job Duties

• Partner with the customer success team and vertical lead to sell and manage client’s insurance portfolio through its entire lifecycle.
• Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform.
• Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
• Recommend coverage improvements and additional policies based on experience and tools available in the Platform.
• Assist with application preparation and data submission.
• Quote online or send submission to markets as applicable.
• Bind policies.
• Review policies and program coverages.
• Manage requests for certificates and endorsements or route to the automated process or service team.
• Work with support teams to help deliver outstanding client service and satisfaction. This may include mentoring, answering questions, helping to improve processes, etc.
• Perform other duties as assigned.

Qualifications

• Property and casualty producer license with 2+ years of experience.
• Technical knowledge of property & casualty coverages.
• Experience with G-Suite and Salesforce is a plus.
• Ability to deliver high-quality client service outcomes and satisfaction.
• Demonstrated confidence with strong written and verbal communication skills.
• Ability to prioritize and manage resources in fast-paced, high transaction volume environments with minimal training.
• Ability to work cross-culturally on a global team.
• Ability to perform at a high level in a remote work environment.
• Prolonged periods of time sitting at a desk and working on a computer.

Preferred States for Remote Work Eligibility

Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming.

Our Values

The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space.

• Pack First: We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.
• Be All-In: We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity.
• Create Magic: We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.

Benefits Summary (US Employees)

AT EMBROKER, EMPLOYEES COME FIRST. BENEFITS SUMMARY HIGHLIGHTED BELOW FOR US & CANADIAN EMPLOYEES.

US Employees:

• Medical: 5 plans to choose from, including one with an employer-funded HSA.
• Dental: Employer pays 100% of employee premium.
• Vision: Employer pays 100% of employee premium.
• Life and AD&D: Employer-provided, as well as additional voluntary options.
• Short and Long Term Disability: [Details not fully provided]