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Customer Success Specialist

Job

Newman Group Search

Santa Clara, CA (In Person)

Full-Time

Posted 3 days ago (Updated 14 hours ago) • Actively hiring

Expires 7/6/2026

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Job Description

Customer Success Specialist at Newman Group Search Customer Success Specialist at Newman Group Search in Santa Clara, California Posted in about 20 hours ago.
Type:
full-time
Job Description:
Customer Success Specialist Insurance Customer Success Specialist Customer Success Specialist, Commercial Lines We are working with a client who is seeking a Customer Success Specialist to manage a portfolio of commercial lines accounts from bind through renewal. The company is a fast-growing, AI-driven insurtech startup based in the Bay Area, serving small businesses across the United States. This role sits at the heart of the post-sale experience - handling COIs, endorsements, renewals, and client inquiries while helping shape the systems that make world-class service scalable. Key Responsibilities Manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of business Issue Certificates of Insurance (COIs) and process endorsement requests accurately and efficiently Review policies for accuracy at issuance and resolve errors before they reach the client Respond to client inquiries on coverage, billing, and claims with confidence and clarity Maintain clean, complete account records in a proprietary agency management system Coordinate with producers on renewals, remarketing, and new business support Identify recurring carrier or process issues and escalate them for upstream resolution An active P&C license is required. This is a high-volume, fast-paced environment built around proprietary technology - the right person is detail-oriented, adaptable, and genuinely comfortable learning new systems. Candidates from both independent agencies and direct writers are encouraged to apply. Remote candidates are welcome, and on-site opportunities in San Francisco are also available at a higher compensation tier for candidates seeking an accelerated, high-intensity growth environment. Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.