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ATX Venture Partners
ATX Venture Partners
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AVP, Client



New York, NY, USA
Posted on Saturday, August 12, 2023

AVP, Client

Remote  / Austin, TX  /  Full-time

As an AVP, Client at Assurely, you are primarily focused on client relationships and account management, reporting directly to the VP, Client. Your role will blend administration, client advisory, and carrier discussions, ensuring a well-rounded client experience. 

The right candidate for this role has a high-motor, wants to have an immediate impact, and thrives on learning and growing by doing.  You are smart,100% switched-on, yet very self-aware that hard work and experience is important to growth. You have some experience but are a sponge.  You thrive on working with people and being exposed to a variety of tasks and situations. 

Assurely is a focused team that understands that there is a better way and insurance must adapt to the realities of a modern and evolving world.  As part of the Assurely client team, you will be obsessed with your clients, understand how to communicate and set expectations, and are committed to evolving how insurance is delivered to the modern economy. You are comfortable working with our clients while we build that better way.

We are looking for someone who knows insurance, is highly organized, detail-oriented, optimistic, personable, upbeat, self-motivated, driven to excel, collaborative, flexible, innovative, solutions-focused.  If this sounds like you, please read on.


  • Collaborate with SVP and VP of Client to service existing accounts, identify opportunities for cross-sales, and strengthen client relationships

  • Coordinate commercial insurance marketing efforts, renewals, endorsements, certificates of insurance, ACORD applications, and surplus lines forms with accuracy and in compliance with industry standards and regulations

  • Maintain comprehensive records of client interactions, policies, and transactions, creating periodic reports to keep management informed of account status

  • Assist sales teams in developing and enhancing customer-facing insurance presentations on Assurely's platform

  • Build new / leverage existing relationships to act as a liaison between clients and carriers

  • Serve as an available point of contact for client inquiries and issues, coordinating with other Assurely teams as necessary to ensure timely resolution

  • Support and contribute to business development within targeted insurance market segments

  • Identify and communicate internal information management system needs, updates, and recommendations as needed

  • Advocate Assurely's brand and culture with external and internal partners as well as policyholders


  • Experience: 2+ years of experience in insurance account coordination, brokerage, or a related role.

  • Current and valid insurance license(s) in the relevant jurisdiction(s).

  • Strong written and verbal communication skills, with the ability to explain complex insurance concepts to clients, adapted to fit differing client personas and their specific business operations and needs

  • Ability to balance and manage multiple accounts, projects, and deadlines in a detailed and organized manner 

  • Demonstrated commitment to client satisfaction, relationship-building, and relationship management

  • Familiarity and competency with common insurance software platforms and tools, including CRM systems (Nexsure and Freshsales experience a plus), carrier rating systems (Hartford, CNA, Liberty Mutual, Hanover, etc.), document management solutions, and other technology (Gmail, Google Drive, S3, PDF edit)

  • Ability to work effectively with sales, underwriting, claims, and other internal teams to meet client needs.


  • Specific industry and/or policyholder experience in our PropTech (construction, property management, contractor/ services) or FinTech (financial services, web3/ digital assets, Capital Raising/ venture or investor-backed startups) sectors

  • Experience with multiple lines of business insurance coverage:

    • Professional Liability /  Errors and Omissions

    • Crime

    • Bonds

    • Cyber Liability

    • General Liability

    • Commercial Auto

    • Workers Compensation

    • Commercial Property

    • Builders Risk

  • Deep understanding or experience with carrier rating platforms, Nexsure, Google Drive, PDF Edit, Google systems, Broker Buddha, and Freshsales (as referenced above)


Assurely creates and distributes insurance for changing industries and innovative companies. Assurely’s technology and data-driven platform offers both new, custom-built, and traditional insurance products designed to be embedded into marketplaces and SaaS platforms, or accessed directly by end insurance customers.  

The team has successfully been founders and/or key leadership at other successful InsurTechs before Assurely (Coterie, Lemonade, Pie Insurance, CoverWallet, Esurance, Intego) as well as held leadership roles at the incumbents (AIG, SwissRe, AXA XL, Aon, USI, Hartford, Chubb/Westchester, USAA) and is complimented from talent outside the industry (Google, Gusto, DoD Contractor, NerdWallet, among others). 

Insurance needs to adapt to changing industries, changing customers, and changing risks. Assurely was built specifically for this need.  

Assurely is the next generation of insurance.


People that do not see life and business as a zero-sum game will fit our culture.

Assurely is a collection of high-performing do-ers that strive to create value for every single stakeholder in the communities where we participate and in the industries where we operate.  

Our culture looks for fresh ideas, is not okay with the status quo, asks ‘why’, and relishes in helping others succeed. 


The compensation package is a combination of salary, business development-based compensation, equity, health insurance, and being part of the mission to create the future norm of the insurance industry.

Applicants must be authorized to work in the US as we are unable to sponsor.  

Assurely is an equal opportunity organization.


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