Customer Service Operations Specialist

The role

You will own complex commercial insurance accounts end to end. You will work with underwriters and wholesalers to place hard risks, handle E&S and surplus lines work, and guide customers through audits and inspections.

What you will do

• Own the complex accounts end to end
• Partner with underwriters and wholesalers to place hard risks and remarket renewals
• Guide customers through audits and inspections
• Handle E&S and surplus lines work including filings and binding packets
• Keep coverage, class codes and records current as businesses change
• Work payment, financing and cancellation situations to save accounts
• Own specific underwriter and wholesaler relationships
• Turn expertise into playbooks and train the service team
• Provide feedback to Product and Engineering to automate the service workbench

Required qualifications

• 5+ years in commercial lines underwriting, account executive, wholesale brokerage, or carrier-side roles
• Active property & casualty license
• Existing carrier and wholesaler relationships
• A track record owning complex commercial cases end to end
• Comfort with technology
• Based in New York City or San Francisco, or willing to relocate

Nice to have

• Surplus lines license
• E&S experience: surplus lines tax, filings, binding packets, DocuSign workflows
• Premium finance depth: PFAs, reconciliation, finance-company defaults and cancellation reversals
• Workers' comp and class-code expertise, including NCCI audit disputes
• Wholesaler, MGA or carrier underwriting-desk background
• Experience at an insurtech or tech-forward brokerage

Benefits

• Health, dental, and vision insurance
• Commuter benefits
• Team meals and snacks

Before you apply

• People screen
• Founder screen
• Super day involving working through real cases

About the company

harperinsure is building an AI-led commercial insurance distribution system. The company has grown 100x since last year and is adding approximately 1,000 customers per month.