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.

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Insurance Customer Success Coordinator