COVU · 2 months ago
Commercial Lines - Account Manager (AM)
COVU is an innovative technology-focused company disrupting the insurance industry by enhancing customer experiences through technology and sales support. The Commercial Lines Account Manager will manage client relationships, oversee renewal processes, and negotiate with carriers to ensure high retention rates and identify cross-sell opportunities.
FinanceFinancial ServicesInsurance
Responsibilities
Manage all aspects of the renewal process — track expirations, collect updated exposure data, and coordinate with carriers
Secure competitive terms, pricing, and coverage based on client needs and carrier appetite
Maintain a 95%+ renewal rate through proactive outreach, documentation, and follow-up
Identify opportunities for additional coverage or services within the client portfolio
Partner with the CSR for servicing tasks and with the AE for client relationship discussions
Ensure policies and binders meet regulatory and internal documentation standards
Navigate and service accounts primarily across New York, California, and Texas, with the flexibility to handle others
Suggest process improvements to reduce service time and improve client outcomes
Qualification
Required
Active P&C required
4–6+ years of commercial insurance experience, preferably in mid-market accounts
Tactical knowledge of coverages, policy forms, and commercial risk appetite
Strong understanding of renewal workflows, policy audits, and carrier relationships
AMS expertise — capable of navigating Epic, AMS360, or similar systems
Strong written communication, negotiation, and task-prioritization skills
Demonstrated success in achieving renewal and retention goals
Preferred
Multi-state (not single-state only) experience highly preferred
Company
COVU
COVU's mission is to help everyday people and growth-oriented insurance professionals reduce risk and manage insurance smarter.
Funding
Current Stage
Growth StageTotal Funding
$58MKey Investors
Benhamou Global VenturesManchesterStory Group
2025-08-28Undisclosed· $16M
2025-02-21Series A· $10M
2024-10-10Series A· $22M
Recent News
2025-08-29
FinTech Global
2025-08-29
Company data provided by crunchbase