Work at a Startup

At AI Insurance you'll help build state-of-the-art technology that is redefining the $5 Trillion insurance market. Join us at this pivotal moment, where your contributions will directly shape the future of our company and redefine how insurance works.

About AI Insurance

AI Insurance is the platform that small-to-midsize insurance programs use to run every part of their business. Before we showed up, they often used spreadsheets and filing cabinets – wasting as much as 60% of revenue on administrative expenses. We’re doing what Salesforce did for SMB sales teams, but we’re tapping into the over 10,000 insurance programs that waste $238 Billion annually.

And digitizing these businesses is only the beginning. We are building the largest insurance dataset ever created and levering AI to automate the claims and underwriting process entirely – redefining the insurance experience from purchase to claim payment.

Why You Should Join Us

• Collaborate with Leadership: Work closely with senior leaders across Customer Success, Product, and Engineering to tackle complex, cross-functional challenges that directly impact customer satisfaction and operational excellence.
• Make an Impact: Play a pivotal role in shaping how we communicate, streamline operations, and deliver exceptional customer experiences. Your work will influence both internal teams and our growing customer base.
• Develop Expertise: Gain a deep understanding of the insurance industry, our products, and customer needs. You'll become a trusted resource for both customers and internal teams.
• Grow Your Skills: Learn how to triage and escalate requests effectively, manage customer communications, and collaborate across teams to ensure no details are overlooked. This role offers a strong foundation for growth in customer success and operations.
• Comprehensive Benefits: Enjoy a competitive compensation package, including:
• Unlimited PTO
• Equity in the company
• Healthcare reimbursement through QSEHRA
• A 401(k) retirement plan managed through Guideline

About Client Services Associate

As a Client Services Associate, you will be the cornerstone of our customer experience, ensuring every interaction is seamless, supportive, and productive. Your primary focus will be on guiding new customers through onboarding and implementation while providing ongoing support to our current customers. By understanding customer needs and coordinating effectively with internal teams, you’ll help customers maximize their success with our product. Your ability to communicate clearly, resolve issues promptly, and maintain a high level of organization will ensure that no request goes unanswered, and that every customer feels valued and supported. This role is essential in building trust and long-term relationships with our customers.

As the Client Services Associate your job will be to:

• Document and Communicate Effectively: Accurately record customer issues, requests, and resolutions, ensuring internal teams have the information needed to act. Relay customer feedback and insights to internal teams to improve processes, resolve issues, and refine onboarding materials.
• Schedule business-level check-ins with customers at least every 6 months
• Track and write quarterly updates to all customers explaining what product updates have been made and what updates are incoming
• Proactive and Responsive Support: Address customer inquiries promptly and professionally via email, phone, and other channels, ensuring all communications are clear, empathetic, and solution-oriented
• Customer Onboarding and Configuration: Guide new customers through the onboarding process, assisting with the implementation of configurations to meet their specific needs. Maintain regular communication during onboarding to answer questions, provide updates, and ensure a smooth transition.
• Build and Share Knowledge: Develop a deep understanding of the insurance industry and our product offerings to better assist customers. Create and contribute to educational resources such as guides, templates, and documentation to support both onboarding and ongoing customer success.
• Improve Processes: Share actionable insights from customer interactions to enhance workflows, improve onboarding experiences, and refine customer-facing materials, ensuring all processes are continuously optimized.

Ideal Qualifications

• Education: Bachelor's degree or equivalent experience.
• Attention to Detail: Highly productive, with a strong focus on delivering high-quality work and adhering to best practices.
• Time Management: Skilled at prioritizing and managing tasks efficiently to maximize value and impact.
• Mission-Driven: Passionate about transforming the insurance industry through innovation and automation.
• Communication Skills: Excellent written and verbal communication skills; able to explain complex concepts clearly and concisely.
• Problem-Solving Ability: Quick on your feet, able to de-escalate challenging situations, and find effective solutions for customers.
• Industry Knowledge: Familiarity with the insurance industry or a strong willingness to learn.