Harperinsure Customer Success Manager owning a book of small business accounts to maintain coverage and drive growth using agents and automation. Responsible for proactive account management and early issue detection.
Responsibilities
Own one named owner role per account and close the loop with customers
Ensure coverage matches business needs including new vehicles and payroll
Drive growth in workers’ comp, commercial auto, and property coverage
Protect accounts early from payment problems, cancellations, and audits
Start renewals early with the renewals team
Automate repetitive parts of the book
Qualification
BonusWhat we teachWho should not applyPayExperience serving contractors
Required
You use agents and automation in your own work and can show how you handled a bigger book without more hours.
You are direct on the phone and comfortable talking about money.
Bonus: you have served contractors, truckers, restaurants or other small business owners.
What we teach, what you bring
We teach the insurance and pay for your license. You bring book ownership, curiosity about what changed in a customer’s business, and the habit of building tools for yourself.
Who should not apply
You want the highest quota and the most variable pay. Our renewals and new business teams carry more.
You treat a request for a certificate as a ticket rather than a conversation.
You want to run quarterly business reviews for ten strategic accounts. This is a book of hundreds.
Pay, schedule and place
$110K to $130K base and $140K to $175K on-target, or $130K to $155K base and $170K to $205K on-target at the senior level. About a quarter of on-target pay is variable, paid quarterly on retained premium and bound expansion premium, starting when your license is issued. Plus equity.
In the San Francisco office Monday to Friday, starting around 7:30 to 8 AM. Phone-heavy: small business owners are busy and direct, and they expect you to be the same.