Lead Client Service Manager at WithCoverage

<p><strong>Lead Client Service Manager</strong></p> <p><strong>Location:</strong> Philadelphia</p> <p><strong>About </strong><a href="https://withcoverage.com/"><strong>WithCoverage</strong></a><strong>:</strong></p> <p><strong>WithCoverage is reimagining risk management and insurance for the modern economy.</strong> We protect the companies building the future—100's of brands like GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee—so they can move fast without compromise.</p> <p>Instead of a stale brokerage model, we’ve built a new category: world-class risk advisors powered by proprietary technology. From next-generation defense contractors and advanced manufacturers to iconic consumer brands and hospitality leaders, we partner with ambitious businesses to give them the confidence to scale.</p> <p>Founded by JD Ross (co-founder of Opendoor) and Max Brenner (Compound, Bain), WithCoverage is disrupting a trillion-dollar industry from the inside out. We grew 10x last year while staying cash-flow positive, with backing from 8VC, Crystal Venture Partners, and other top investors.</p> <p>We’re also the only brokerage that has built its own Agency Management System from scratch, giving us full control of our operations and a platform to automate more and more of the business with AI. It’s the foundation for transforming how risk is managed across the economy.</p> <p><strong>Why Join Us:</strong></p> <ul> <li><strong>Grow Faster</strong> – We’re scaling fast, giving you outsized opportunities to learn, lead, and shape your career and the future of the company.</li> <li><strong>Work That Matters</strong> – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.</li> <li><strong>Redefine an Industry</strong> – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.</li> <li><strong>Financial Rewards</strong> – We hire the best and invest in you. That means competitive comp, meaningful equity, and great benefits. We believe strongly in internal promotion, and lay out a plan for everyone's career growth.</li> </ul> <p><strong>About The Role:</strong></p> <p>The Lead Client Service Manager is a senior individual contributor and team anchor within the Client Services organization. You will own a complex, high-value book of business while serving as a mentor and quality standard-setter for junior CSMs. Partnering closely with Risk Advisors, you will lead strategic client initiatives, and model best-in-class service delivery. This role is ideal for a seasoned insurance professional ready to step into a leadership-adjacent position and leave a lasting imprint on our client experience and team culture.</p> <p><strong>What You’ll Do:</strong></p> <p><strong>Client Relationship Leadership</strong></p> <ul> <li>Own and cultivate relationships with a portfolio of complex, high-priority clients, serving as a trusted advisor on matters of significant scope and complexity.</li> <li>Proactively identify emerging client needs, coverage gaps, or service opportunities and bring them to the attention of the Risk Advisor team.</li> </ul> <p><strong>Service Excellence &amp; Operational Ownership</strong></p> <ul> <li>Manage client open items lists, respond to ad-hoc requests, and ensure timely, accurate flow of information between clients and internal Risk team members.</li> <li>Serve as key client liaison for all critical policy and program changes.&nbsp;</li> <li>Receive and resolve routine and sophisticated coverage inquiries, escalating appropriately and following through to resolution.</li> </ul> <p><strong>Renewal &amp; Placement Support</strong></p> <ul> <li>Contribute meaningfully to renewal strategy conversations alongside Risk Advisors, offering informed perspectives on coverage, market conditions, and client priorities.</li> </ul> <p><strong>Reporting &amp; Presentations</strong></p> <ul> <li>Gather and analyze data to draft stewardship reports, client presentations, and other strategic deliverables tailored to the audience and circumstances.</li> <li>Ensure all client-facing materials reflect the highest standard of quality, accuracy, and professionalism.</li> </ul> <p><strong>Team Mentorship &amp; Standards</strong></p> <ul> <li>Serve as a go-to resource for junior Client Service Managers, providing guidance on complex accounts, process questions, and professional development.</li> <li>Help onboard new CSM team members by sharing institutional knowledge, tools, and best practices.</li> <li>Partner with leadership to identify process improvements and contribute to the evolution of service delivery standards across the team.</li> </ul> <p><strong>Who You Are:</strong></p> <ul> <li>4+ years of commercial insurance experience required, with a strong track record in an Account Management or Client Service role.</li> <li>Property &amp; Casualty broker's license required (or to be obtained within 60 days of start date).</li> <li>Demonstrated experience managing complex, high-value client relationships with minimal oversight.</li> <li>Strong organizational skills with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously.</li> <li>Excellent written and verbal communication skills; confident presenting to clients at all levels.</li> <li>A natural collaborator who elevates the people around them and takes ownership of outcomes.</li> <li>Comfortable operating in a fast-paced, high-growth environment where processes are still being built.</li> </ul> <p>For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $150,000 – $180,000/year. Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Total compensation for this position may also include equity, quota incentives (for sales roles), and employee benefits.</p> <p>In addition to cash compensation, WithCoverage offers full-time employees a comprehensive Total Rewards package that includes equity grants.</p> <p><strong>What We Offer:</strong></p> <ul> <li>Competitive compensation that includes equity</li> <li>Comprehensive benefit plans for medical, dental, vision, life, and disability</li> <li>Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)</li> <li>Human Interest: 401(k) provider</li> <li>Time Off: Flexible time off, sick leave, family and medical leave, major national holidays</li> <li>A curated in-office employee experience, designed to foster community, team connections, and innovation</li> <li>Collaborative, transparent, and fun culture</li> </ul>