What are the responsibilities and job description for the Account Manager / Account Executive at Series A Startup position at Clera?
This is a full-time, on-site role based in San Francisco, with a salary range of $80K–$125K.
About The Company
This fast-growing Series A insurtech startup is rebuilding commercial insurance distribution from the ground up. While 77% of American businesses are underinsured and over 90% of commercial insurance is still human-led, this company is flipping that ratio — building AI-native systems that make humans more effective and eliminate friction at every step. They recently closed a significant funding round and are scaling rapidly, adding ~1,000 new customers per month with 100× YoY growth.
The Role
You own post-sale customer service, end to end. Business owners call you about certificates of insurance, policy changes, billing questions, renewal timelines, and claims. You resolve what you can, escalate what you can't, and make sure nothing falls through the cracks.
Every interaction you handle and document teaches the company's AI system what to automate next. You're not just serving customers — you're building the infrastructure that lets service scale without scaling headcount.
What You'll Do
Handle high-volume customer inquiries daily — COIs, endorsements, billing, renewals, and claims coordination with accuracy and speed. Own resolution from first contact through close, following up with carriers and looping back to customers. Understand policy types, coverage basics, and carrier processes well enough to answer real questions confidently. Document, tag, and surface patterns that feed directly into the AI product. Flag recurring issues and friction points so Product and Engineering can fix them upstream.
You Might Be a Fit If…
You've worked in customer service, insurance operations, or a similar high-volume support role. You can explain insurance concepts to a business owner in plain language. You're comfortable navigating multiple systems on a call without dropping the ball. You're detail-oriented even when moving fast through back-to-back requests. You're excited about AI tools and want to work somewhere building the future of the industry. You see a path into CX leadership, operations, or deeper insurance roles as the company scales 20×, 50×, 100×.
Interview Process
About The Company
This fast-growing Series A insurtech startup is rebuilding commercial insurance distribution from the ground up. While 77% of American businesses are underinsured and over 90% of commercial insurance is still human-led, this company is flipping that ratio — building AI-native systems that make humans more effective and eliminate friction at every step. They recently closed a significant funding round and are scaling rapidly, adding ~1,000 new customers per month with 100× YoY growth.
The Role
You own post-sale customer service, end to end. Business owners call you about certificates of insurance, policy changes, billing questions, renewal timelines, and claims. You resolve what you can, escalate what you can't, and make sure nothing falls through the cracks.
Every interaction you handle and document teaches the company's AI system what to automate next. You're not just serving customers — you're building the infrastructure that lets service scale without scaling headcount.
What You'll Do
Handle high-volume customer inquiries daily — COIs, endorsements, billing, renewals, and claims coordination with accuracy and speed. Own resolution from first contact through close, following up with carriers and looping back to customers. Understand policy types, coverage basics, and carrier processes well enough to answer real questions confidently. Document, tag, and surface patterns that feed directly into the AI product. Flag recurring issues and friction points so Product and Engineering can fix them upstream.
You Might Be a Fit If…
You've worked in customer service, insurance operations, or a similar high-volume support role. You can explain insurance concepts to a business owner in plain language. You're comfortable navigating multiple systems on a call without dropping the ball. You're detail-oriented even when moving fast through back-to-back requests. You're excited about AI tools and want to work somewhere building the future of the industry. You see a path into CX leadership, operations, or deeper insurance roles as the company scales 20×, 50×, 100×.
Interview Process
- Team lead screen
- Manager screen
- On-site day (meet the team, work through real scenarios)
- Final interview
- Superday
Salary : $80,000 - $125,000