Coverdash

Operations

• Maintain accurate client, policy, and billing records within Coverdash's Admin (AMS) system
• Manage and resolve client-related requests through Coverdash's ticketing system
• Process and issue Certificates of Insurance (COIs) efficiently and accurately
• Support policy lifecycle activities including applications, endorsements, renewals, and cancellations
• Coordinate with insurance carriers to retrieve documents, process changes, and complete endorsement quoting
• Ensure daily carrier downloads are completed and all records are kept current
• Support billing operations by handling notices, payment follow-ups, and resolving carrier payment issues
• Collaborate closely with U.S.-based Service and Sales team members to support client needs
• Use Coverdash's platform to support client policy access, payments, and modifications

Customer Operations Associate

Account Manager

• Manage and retain a portfolio of commercial P&C accounts up to $10MM in annual premium
• Serve as primary point of contact for client servicing, renewals, and coverage questions
• Own the renewal process end to end, including proactive renewal conversation prior to quote delivery
• Clearly explain coverage, pricing, and policy changes
• Manage client expectations and protect the client experience during underwriting delays, market constraints, or carrier issues
• Resolve client concerns and escalate internally when needed to ensure timely resolution
• Execute core policy servicing, including endorsements, certificates of insurance, audits, billing coordination, and cancellations
• Maintain accurate client records in AMS and CRM
• Partner with carriers, wholesalers, and internal teams to support renewal and servicing outcomes
• Adhere to service standards, SLAs, and escalation protocols