About CoverForce
At CoverForce, we're on a mission to transform the insurance industry by making it faster and easier for businesses to get the coverage they need. Now is the perfect time to join our team and help shape the future of Insurtech. Thousands of insurance agents and corporate customers depend on our tools to simplify quoting, comparing, and buying insurance policies. We partner with top insurers like Travelers, Liberty Mutual, and Chubb to streamline underwriting and sales, cutting the time spent on a single insurance policy by over 60%.Our innovative solutions include:
Quote and Bind Platform: Trusted by several of the Top 100 insurance distributors in the US, our platform lets agents generate and purchase business insurance quotes with a single click, saving time and eliminating repetitive paperwork. Carriers also use it to digitally empower their appointed agencies.
Embedded Commercial Product: This allows partners like Walmart, Gusto, and Uber to offer business insurance directly through their platforms using our API. It also integrates with other Agency Management Systems to enhance their quote and binding capabilities.We're positioned to be the central API for insurance distribution, much like how Plaid has transformed banking. Whether through our user-friendly web platform or our powerful API, CoverForce is here to make insurance purchasing easy, digital and efficient. Join us and be part of a team that's dedicated to innovation and excellence. Headquartered in New York, we’re excited to welcome passionate individuals who want to make a real impact.
Launched in 2022, we have raised over $18m in funding and are backed by top VCs & execs from Insight Partners, NYCA Partners, QED Investors, Google...and a co-founder of Plaid.
About the role
As a member of the Customer Success (CS) team, you will play a crucial role in shaping the onboarding and initial adoption process of our enterprise customers at CoverForce. You will ensure that thousands of insurance agents and corporate customers can effectively leverage our tools to simplify quoting, comparing, and buying insurance policies.Your strong project management skills will be essential in driving customer adoption and ensuring seamless integration. By combining sales expertise with a customer-focused approach, you’ll lead training sessions that showcase product features and address any concerns, guiding agents through adoption.
You’ll also collaborate with senior stakeholders (including C-Suite and Executives) at our customers to develop a customized onboarding plan for their insurance agents.Your ability to build relationships and communicate the value of our platform will empower agents to fully utilize our platform, enhancing their productivity and improving their service offerings to clients. Your role will be vital in ensuring agents recognize our solutions as indispensable to their operations, leading to increased satisfaction and long-term loyalty. If you are passionate about innovation and excellence and want to be part of a team dedicated to transforming insurance distribution, we invite you to join us in making insurance purchasing easy, digital, and efficient.
What you’ll do
Project Management:
Plan, execute, and oversee the full implementation of projects, with a focus on onboarding networks and wholesalers, driving adoption, and change management throughout the process.
Develop project timelines, manage resources, and ensure milestones are met.
Coordinate cross-functional teams to ensure alignment and effective communication.
Complete in-depth analysis to segment customers for continued outreach purposes.
Customer Engagement:
Build strong relationships with clients to understand their goals and objectives.
Conduct training sessions and workshops to promote product adoption.
Address client concerns and provide ongoing support during the implementation process.
Sales Collaboration:
Collaborate with the sales and Customer Success team members to develop strategies for enhancing customer value and maximizing penetration within the agency network and wholesaler channels.
Prepare proposals and presentations that highlight product benefits and emphasize the importance of adopting our solutions to improve operational efficiency.
Identify upselling opportunities based on client needs and product capabilities.
Insurance Industry Expertise (Nice to Have):
Leverage knowledge of the insurance sector to tailor solutions to specific client requirements.
Stay informed about industry trends and best practices to enhance implementation strategies.
You’re an ideal fit if
Must have:
5+ years of project management experience, preferably in a technology or consulting environment.
Strong organizational and time management skills.
Proven sales experience with a track record of successful upsells and adoption.
Excellent communication and interpersonal abilities.
Proficiency in project management tools and software.
Nice to have:
Bachelor’s degree in Business, Project Management, or a related field.
Certification in project management (e.g., PMP).
Experience in the insurance industry is a big plus.
CoverForce's HQ is in NYC but this is a remote role.
Compensation
Base salary: $100,000 - $140,000 + variable compensation
Competitive Equity
Unlimited PTO
Home office stipend
We offer full healthcare and other benefits for you and your family
Hybrid-flexible company – preference for candidates based in NYC or Denver Metro area
Parental leave for all kinds of parents (including adoption and foster care)
401(k) Retirement Plan
Compensation:USD 100000-140000
