Light purple background
Embroker Logo

Embroker

Insurance Customer Success Coordinator

Posted Yesterday
Easy Apply
Remote
Hiring Remotely in USA
Mid level
Easy Apply
Remote
Hiring Remotely in USA
Mid level
The Customer Success Coordinator manages client services, provides technical support, advises clients on usage of the Embroker platform, and enhances service strategies based on client feedback.
The summary above was generated by AI

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.

This is a fully remote position unless otherwise noted. We welcome applicants from across the U.S., with preference for candidates located in the Midwest, Southeast, Southwest, and Mountain West regions.  A full list of preferred states is included at the bottom of this posting.

Base Salary: $60,000–$85,000* + Variable Compensation + Equity
*Actual base salary is dependent on experience and geographic location.

Position Overview

The Success Coordinator is responsible for managing  Embroker’s client service strategy , including technical support, platform navigation, and account-related inquiries.  This role requires a proactive approach to resolving complex issues, advising clients on strategic utilization of the Embroker platform, and ensuring optimal outcomes. The Success Coordinator also contributes to enhancing service strategies by identifying and suggesting improvements.

Job Duties

  • Advise clients on maximizing the benefits of the Embroker online platform, including features such as policy uploads, certificates, claims management, and self-service tools 
  • Guide clients in how to optimize  their insurance strategy and risk management approach
  • Provide clients with information about the state of the market, address basic policy questions and offer recommendations that align with both client objectives and current industry standards
  • Lead the preparation of applications and ensure accurate data submission, and provide consultative support throughout the application process.
  • Prepare and submit new business applications through carrier-direct portals across BOP, General Liability, and Workers’ Compensation lines
  • Gather and organize underwriting information from producers to support accurate and complete submissions
  • Run quotes through multiple carrier portals and compile comparison summaries for producer review
  • Follow up with carriers on outstanding quotes, subjectivities, and underwriting questions
  • Assist in quoting proprietary digital products and identify opportunities to round out accounts with ancillary coverage
  • Oversee and manage client requests for certificates and endorsements, using your judgment to prioritize and resolve complex issues efficiently.
  • Independently evaluate and recommend new products, services, or coverage options that will benefit clients
  • Stay up to date on industry trends, coverage innovations and regulatory changes
  • Work closely with internal teams to identify opportunities for service strategy enhancements
  • Leverage insights from client interactions to make recommendations that improve overall service delivery and platform effectiveness.
  • Perform other duties as assigned

Qualifications

  • Bachelor’s degree in business, marketing, communication or related field
  • Property & Casualty license in the resident state with 3+ years experience
  • Technical knowledge of property & casualty coverages
  • Experience with G-Suite and SalesForce a plus
  • Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training
  • Ability to deliver high-quality client service outcomes and satisfaction
  • Ability to work cross culturally on a global team
  • Prolonged periods of time sitting at a desk and working on a computer
  • Ability to perform at a high-level in a remote work environment

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
We operate as one team, prioritize impact, and bring energy to everything we do:

  • Pack First — We act in the best interest of the company and each other.

  • Be All-In — We move with urgency, ownership, and commitment.

  • Create Magic — We deliver exceptional experiences for our customers and colleagues.

Benefits & Perks
We offer a comprehensive and competitive benefits package for U.S. and Canadian employees, including:

  • Health, dental, and vision coverage

  • Retirement savings with employer match

  • Paid parental leave

  • Flexible time off and wellness support

  • Employee assistance programs

  • Remote work stipend

  • Equity participation

Benefit offerings vary by location and are subject to change.

Applicant Privacy Notice
We are committed to protecting your personal information. Learn more about how we collect, use, and safeguard applicant data, and your applicable privacy rights:
View Applicant Privacy Notice

Top Skills

Google Suite
Salesforce

Similar Jobs at Embroker

2 Hours Ago
Easy Apply
Remote
Easy Apply
Senior level
Senior level
Insurance • Software
The Senior Insurance Account Executive is responsible for driving new business growth in commercial insurance by managing customer relationships, optimizing leads, and providing consultative sales support while collaborating with cross-functional teams.
Top Skills: Google SuiteSalesforceWeb-Based Quoting Tools
9 Days Ago
Easy Apply
Remote
Easy Apply
Mid level
Mid level
Insurance • Software
The Tech E&O/Cyber Underwriter will assess risks, make underwriting decisions, manage a portfolio, and collaborate with internal teams to optimize performance and profitability of tech-related insurance products.
Top Skills: APIsGoogle SuiteSalesforce
9 Days Ago
Easy Apply
Remote
Easy Apply
Mid level
Mid level
Insurance • Software
This role involves underwriting for management liability, Tech E&O, Cyber Liability, involving risk assessment, pricing policies, and managing portfolios. Collaboration with various teams and ensuring compliance are key responsibilities.
Top Skills: APIsGoogle SuiteOnline Quoting PlatformsSalesforce

What you need to know about the Toronto Tech Scene

Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account