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.
We welcome applicants from across the U.S., with preference for candidates based 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: $75,000–$115,000* + Variable Compensation + Equity
*Actual base salary is dependent on experience and geographic location
Position Overview
The Customer Success Manager (CSM) is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services.
Job Duties
- Partner with the customer success team and vertical lead to sell and manage client’s insurance portfolio through entire lifecycle
- Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform
- Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
- Recommend coverage improvements and additional policies based on experience and tools available in the Platform
- Assist with application preparation and data submission
- Quote online or send submission to markets as applicable
- Bind policies
- Review policies and program coverages
- Manage requests for certificates and endorsements or route to the automated process or service team.
- Work with support teams to help deliver outstanding client service and satisfaction. This may include mentoring, answering questions, helping to improve processes, etc.
- Perform other duties as assigned
Qualifications
- Property and casualty producer license with 2+years experience
- Technical knowledge of property & casualty coverages
- Experience with G-Suite and SalesForce a plus
- Ability to deliver high quality client service outcomes and satisfaction
- Demonstrated confidence with strong written and verbal communication skills
- Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training
- 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
The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space.
Pack First
We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.
Be All-In
We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity.
Create Magic
We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.
AT EMBROKER, EMPLOYEES COME FIRST. BENEFITS SUMMARY HIGHLIGHTED BELOW FOR US & CANADIAN EMPLOYEES.
US Employees
- Medical - 5 plans to choose from including one with an employer funded HSA
- Dental - Employer pays 100% of employee premium
- Vision - Employer pays 100% of employee premium
- Life and AD&D - Employer provided as well as additional voluntary
- Short and Long Term Disability - Employer provided
- Flexible Spending Accounts - Medical and Childcare
- Accident
- Critical Illness
- Employee Assistance Program - Including dependents
- Pet Insurance
- 401(k) with Employer Match
- Unlimited Flexible Time Off (Vacation)
- Sick Time
- 12-Weeks Paid Parental Leave
- Work from Home Office Set-up Stipend
- Paid Subscription for Wellable Wellness
- Stock options
Canadian Employees
- Medical
- Dental
- Vision
- Life and AD&D
- Long Term Disability
- Employee Assistance Program
Additional portable insurance coverage is also available including:
- Life
- AD&D
- Critical Illness
Additional benefits offered:
- RRSP with Employer Match
- Unlimited Flexible Time Off (Vacation)
- Sick Time
- Parental Leave with Salary Top-Up Program
- Work from Home Office Set-up Stipend
- Paid Subscription for Wellable Wellness
- Stock options
Embroker San Francisco, California, USA Office
Our HQ is in San Francisco and we employ Pack members in 18+ states, Canada, and Europe!
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
