Customer Success Manager, Commercial Insurance

Part-Time · Remote · Eastern Time preferred

At Refine Risk, we believe in intentional work and human-first service. We’re hiring a Customer Success Manager who wants to slow down, stay sharp, and work on their own terms. This is a flexible, remote role for a seasoned commercial insurance professional who still loves the work but wants more space for life.

What You’ll Do

• Support a curated book of commercial clients
• Manage renewals, certificates, audits, and client questions with care
• Collaborate closely with our founder to refine and elevate the client experience
• Work independently, with freedom and trust

What Makes This Role Different

• Flexible hours, fully remote
• Part-time by design (15 - 25 hours per week)
• High-quality clients, calm workflows
• Built around trust and respect for your time

Whether you're transitioning out of a full-time role or rebalancing your career, this is a rare opportunity to do great work without burning out.

What You Bring

• 5+ years of commercial insurance servicing experience
• Confidence with COIs, audits, and renewals
• A calm, client-first communication style
• Detail-oriented, reliable, and proactive
• Based in Eastern Time or able to overlap a few hours each day

About Refine Risk

We build protection systems for high-net-worth families, real estate investors, and business owners. Our brand is rooted in clarity, empathy, and legacy. We’re not chasing volume, we’re building trust.

How to Apply

Send a short intro and resume to [email protected] or apply here on LinkedIn. Tell us a bit about how this role fits where you are now, and what flexible, meaningful work looks like to you.