Insurance Customer Success Coordinator

Sorry, this job was removed at 12:11 p.m. (CST) on Tuesday, Apr 21, 2026
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Hiring Remotely in USA
Remote
Insurance • Software
Embroker cuts through insurance complexity with custom quotes & hassle-free coverage tailored to your industry.
The Role

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

What the Team is Saying

Embroker Compensation & Benefits Highlights

  • Healthcare Strength Healthcare includes multiple medical plan options, an HSA choice, and employer-paid dental and vision alongside life, AD&D, and disability coverage. An EAP and optional pet insurance further round out the offering.
  • Leave & Time Off Breadth Time off includes unlimited/flexible PTO, paid sick time and holidays, and paid parental leave noted at 12 weeks. The remote setup is designed to support taking time when needed.
  • Wellbeing & Lifestyle Benefits Remote-first support includes a home-office setup stipend and a paid wellness subscription. These complements add lifestyle value beyond core insurance benefits.

Embroker Insights

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The Company
HQ: San Francisco, CA
125 Employees
Year Founded: 2015

What We Do

A pioneer of business insurance Founded in 2015, Embroker set out to transform the complex world of business insurance. Our digital-first approach simplifies the process, allowing businesses to focus on what matters most. We pioneered the industry with our online platform, making it easy to compare, purchase, and manage insurance policies. By combining advanced technology with expert guidance, we deliver tailored solutions that meet the unique needs of each business. Our commitment to innovation and customer satisfaction drives us to continuously improve our platform and expand our offerings.

Why Work With Us

The Embroker Pack is building a new way for businesses to get insured. Our technology-first, customer-centric approach is about helping companies get what they need to protect themselves. We are putting the power back into the hands of businesses to manage their risk, and leaving legacy insurance behind. Are you in?

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Embroker Offices

Remote Workspace

Employees work remotely.

At Embroker employees come first.. We offer a fully remote work model with a home office set-up stipend, as well as a variety of time off options.

Typical time on-site: None
HQSan Francisco, CA
Canada
Oakbrook Terrace, IL
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