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About the Role
Stand is seeking a detail-oriented and proactive Client Concierge Specialist to join its customer experience team. This role will manage the service experience for high-value policyholders and broker partners throughout the policy lifecycle, including coordinating inspections, policy follow-ups, supporting renewals, and handling inbound inquiries. The specialist will assist customers with policy requirements, verify compliance, and provide insights to inform underwriting and retention. This is a high-ownership, visible position for individuals who excel at problem-solving, relationship building, and delivering exceptional service to sophisticated clientele.
Responsibilities
- Own the service experience for high-value policyholders and broker partners throughout the policy lifecycle.
- Coordinate inspections and policy follow-ups.
- Support policy renewals.
- Manage inbound customer needs.
- Help customers navigate policy requirements.
- Assess and verify compliance with policy requirements.
- Surface insights that inform underwriting and retention decisions.
Requirements
- Proven experience in insurance, financial services, or customer-facing operations, preferably in a fast-paced, high-growth tech-reliant environment.
- Experience managing complex follow-up workflows with multiple concurrent open cases and hard deadlines.
- Clear, polished communication skills with strong judgment and professionalism when interacting with high-net-worth individuals, brokers, and estate managers.
- Experience reviewing customer documentation, verifying compliance, and escalating exceptions with clear context.
- Self-directed and organized, capable of managing a full service workload with minimal oversight.
- Adaptable to evolving workflows, proprietary tools, and new standards.
- Property & Casualty license (CA and/or FL) required or willingness to obtain within 30 days of hire.
- Candidates must be authorized to work in the U.S.
- Stand does not sponsor new work visas.
- Consideration for candidates on TN visas, O-1A visas, or H-1B transfers with three years or more remaining.
Skills
- Insurance
- Financial services
- Customer-facing operations
- Problem-solving
- Relationship building
- Communication
- Judgment
- Professionalism
- Documentation review
- Compliance verification
- Organization
- Adaptability
- Working within a high-net-worth or private client insurance environment
- Familiarity with California or Florida insurance markets, surplus lines, or E&S carriers
- Experience with shared inbox or contact center platforms (Front, Genesys, Zoom Contact Center, or similar)
- Experience with customer follow-up automation, drip campaigns, or CRM workflows
- AI tool usage and evaluation
- Independent thinking
- Problem-solving
Location
- San Francisco
Work Type
- Full-time
Experience Level
- Mid-level
Education Level
- High School Diploma or GED
Salary/Compensations
- $65,000 to $100,000 + meaningful Equity Grant
Benefits
- Above-market Health, Dental, and Vision coverage
- Weekly lunch stipend
- Flexible time off + holidays
- 401(k) plan
- Commuter benefits
- PAT & MAT Leave
- Short-Term and Long-Term Disability
- Monthly team gatherings
- In-office perks
About the Company
- Stand helps build a new class of global property protection using advanced physics and AI to model catastrophic risk at the asset level, then automate underwriting and mitigation before loss occurs.
- The company models what others approximate and builds systems that change outcomes, not just prices.
- The leadership team includes former successful founders and CEOs from Metromile, PolicyGenius, WePay, and HotelTonight.
- Stand takes a different approach to property insurance by simulating how real-world catastrophes affect individual properties, translating this into actionable decisions, and automating the business around it.
- The result is a platform that can underwrite what others can’t and operate with far less friction.
Equal Opportunity
- Stand is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
- Diversity enriches the workplace, and the company is committed to growing its team with talented and passionate people from every community.
- Stand is committed to providing reasonable accommodations for qualified individuals.
- Pursuant to the San Francisco Fair Chance Ordinance, Stand will consider for employment qualified applicants with arrest and conviction records.