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Account Manager, Professional Lines



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Sales & Business Development
Mountain View, CA, USA
Posted on Tuesday, January 30, 2024

Account Manager, Professional Lines

Location: Mountain View, CA or Remote

About Capitola

Capitola is a next generation Commercial Insurance Specialty Brokerage focused on Professional Lines. Backed by top-tier VCs, our team of seasoned insurance and technology experts shares a vision to elevate the wholesale experience. Centered around people and fueled by technology, Capitola is dedicated to providing enhanced responsiveness, increased transparency, and superior service to retail brokers and carrier partners alike. Join the cutting edge team at Capitola, a hyper-growth digital wholesaler transforming the insurance landscape.

The Role

We are seeking an Account Manager to join us in reshaping the future of insurance distribution. You will be a key player in our growth journey, responsible for managing and expanding our portfolio of clients as well as working closely with our internal production team to ensure a seamless and efficient experience. If you're passionate about leveraging technology to streamline insurance processes, and thrive in a fast-paced startup environment, this role is tailor-made for you.

Primary Responsibilities

  • Client Management: Build and maintain strong relationships with our clients, understanding their unique needs and business goals
  • Serve as the main point of contact between clients and underwriters to find solutions that satisfy both parties (appropriate coverage by assessing risks, negotiating policy terms, managing ongoing relationships)
  • Policy Analysis and Placement: Conduct thorough analysis of client risk profiles to recommend appropriate coverage solutions
  • Portfolio Growth: Identify cross-selling and up-selling opportunities within the existing client base. Actively participate in business development efforts to acquire new commercial clients and contribute to Capitola’s hyper-growth


  • Deep knowledge in at least one (ideally 2) of the coverage lines: D&O, E&O and Cyber
  • 5-8 years of experience within a wholesale brokerage
  • Excellent relationship-building skills and the ability to thrive in a high-energy startup environment
  • Passionate about a great customer experience and redefining insurance using technology

What you’ll get:

  • Thrive in an exciting hyper-growth startup where your contributions shape the future of insurance
  • If located in the area, you have the opportunity to work in the heart of innovation at our vibrant office in Mountain View, CA
  • Unlimited PTO
  • Comprehensive Health, Dental and Medical Benefits
  • 401K Retirement Plan
  • Option Grants
  • Opportunities for professional growth and skill development

At Capitola, your experience is rewarded with a competitive annual base determined by a variety of factors including: years of experience, market data, location and domain knowledge. Our commitment to recognizing your hard work extends to providing you valuable option grants that contribute to your overall success.

This job is no longer accepting applications

See open jobs at Capitola.