Qumis · 12 hours ago
Client Partner
United States
Full-time
Remote
Senior Level
$130K/yr - $155K/yr
5+ years expQumis is an AI company focused on transforming the insurance industry through innovative technology. The Client Partner role involves owning long-term customer success by leveraging deep insurance expertise to ensure clients achieve sustained value and act as advocates for the product.
Artificial Intelligence (AI)Generative AIInsurTechLegal Tech
Responsibilities
Partner with our Director of AI Transformation during implementations to provide insurance domain expertise and translate AI capabilities into insurance-specific workflow wins
Serve as the "insurance translator" who helps veteran brokers, claims professionals, and risk managers understand how Qumis solves their daily challenges
Build credibility with skeptical insurance professionals who have decades of experience—you speak their language and understand their world
Identify insurance-specific adoption barriers early (organizational politics, compensation structures, carrier relationships) and develop mitigation strategies
Ensure implementation plans account for insurance industry realities: renewal cycles, carrier reporting requirements, E&O concerns, and client servicing obligations
Take full ownership of customer relationships following implementation completion, serving as their primary Qumis point of contact
Run executive Quarterly Business Reviews (QBRs) that prove ROI using insurance-specific metrics: hours saved on submissions, prospects won, renewal retention improvements, claims cycle time reduction
Build and maintain trusted advisor relationships with C-level insurance executives (CEOs, CFOs, COOs of brokerages and MGAs)
Monitor customer health using usage data, engagement signals, and relationship strength indicators
Intervene proactively when adoption signals weaken or organizational changes create risk
Translate customer feedback into actionable product insights for our engineering and product teams
Serve as executive sponsor for your accounts, escalating issues and coordinating internal Qumis resources when needed
Own renewal outcomes for your portfolio ($2M+ ARR), ensuring customers renew with confidence based on proven ROI
Build renewal business cases using usage data, time savings analysis, competitive wins, and business impact narratives
Identify expansion opportunities within existing accounts: new teams, new workflows, additional seats, new use cases
Partner with Sales to position and close expansion deals—you identify and enable, Sales closes
Conduct risk assessment 90+ days before renewal, surfacing potential churn risks and developing mitigation plans
Document customer success stories and ROI examples that can be used in sales and marketing efforts
Qualification
Required
5-7 years in commercial insurance (P&C focus strongly preferred)
Broker, account manager, or commercial lines client servicing experience
Deep understanding of account servicing responsibilities, new business development, and renewal management
Can speak fluently about submission processes, carrier markets, coverage placement strategies, renewal timelines, and producer compensation
Have credibility with 20-year insurance veterans, not just tech-forward early adopters
Understand the organizational dynamics of insurance brokerages: producer/service split, book ownership, compensation models, carrier relationships
Customer success or account management experience
Have managed ongoing customer relationships with accountability for retention outcomes
Understand the difference between customer satisfaction and customer success (outcomes vs. sentiment)
Can run executive-level business reviews that focus on ROI and strategic value, not just product updates
Comfortable with data-driven customer health scoring and proactive risk management
Executive relationship skills without org chart authority
Have built trusted advisor relationships with C-level insurance executives (brokerage CEOs, COOs, CFOs)
Can run QBRs with VP+ stakeholders where you influence their strategic decisions
Comfortable telling a CFO their adoption is at risk and exactly what needs to change
Can translate technical usage metrics into business impact narratives that resonate with insurance executives
Commercial acumen and revenue accountability
Understand that your job is driving retention revenue and expansion pipeline, not just relationship management
Can build renewal business cases that clearly articulate ROI in insurance-specific terms
Have identified expansion opportunities within existing accounts based on customer success and organizational needs
Comfortable with the commercial aspects of customer success: contract negotiations, pricing discussions, renewal timing
Preferred
Insurance-fluent but tech-curious: You don't need to be an AI expert (we have that covered), but you're genuinely excited about how AI can transform insurance workflows
AI-pragmatic: Already using AI tools (Claude, ChatGPT, etc.) in your daily work and understand both the potential and the limitations
Relationship-driven: You build trust naturally with insurance professionals who are skeptical of technology vendors
Outcome-obsessed: Measure success by customer results (time saved, prospects won, renewals protected), not activity (meetings held, trainings delivered)
Action-biased: You ship solutions quickly and iterate rather than planning for perfection
Commercially honest: Will have direct conversations about renewal risk, expansion timing, and ROI expectations; you're a trusted advisor, not a yes-person
Benefits
Health/dental/vision
Unlimited PTO
$1,000 home office stipend
Company
Qumis
Qumis provides an AI-powered platform for the insurance industry, delivering legal-grade policy analysis, and claim reviews
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$2.46MKey Investors
Armory Square VenturesBrokerTech Ventures
2025-01-21Pre Seed· $2.2M
2024-03-27Pre Seed· $0.05M
2023-10-01Pre Seed· $0.21M
Leadership Team
Dan Schuleman
CEO & Co-Founder
Recent News
Digital Insurance
2025-10-15
FinTech Global
2025-08-07
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