Client Partner

Qumis is expert AI built for the top minds in insurance. Our attorney-trained AI delivers clarity, speed, and legal-grade reasoning for brokers, claims professionals, and risk managers handling the industry's most complex risks. Founded in 2023 and backed by world-class investors, we're transforming how insurance professionals analyze policies, compare coverage, and serve their clients.

Our culture: Move fast. Use AI. Be data-driven.

"Qumis is a revelation. It's the only tool I've seen that truly feels like it was built by and for insurance experts."

— Brian Pilarski, SVP & Partner, Kapnick Insurance

"It is like a first-year associate—only faster and more accurate."

— Tom Hanekamp, Senior Partner, Cruser Mitchell

You'll be the insurance expert on our Customer Success team, working alongside our Director of AI Transformation to ensure Qumis customers achieve sustained value and become advocates.

Our Director of AI Transformation leads implementation strategy and serves as the AI adoption thought leader, guiding customers through our structured 12-week implementation framework. Your role is to complement his AI transformation expertise with deep insurance domain knowledge—providing credibility with veteran insurance professionals, translating AI capabilities into insurance workflow wins, and owning the customer relationship post-implementation.

You'll spend 30% of your time co-executing implementations and ensuring customers understand how Qumis solves their specific insurance challenges. The remaining 70% of your time will be dedicated to managing post-implementation customer relationships, running executive QBRs that prove ROI, identifying expansion opportunities, and ensuring customers renew with confidence.

This isn't a hand-holding role. It's a high-leverage position where you'll own retention revenue, serve as the voice of the customer to our product team, and build the trusted advisor relationships that turn customers into long-term partners and champions.

• Gross Retention Rate: 95%+ target across your portfolio

• Net Revenue Retention: 120%+ target (through expansion identification and enablement)

• QBR Completion: 100% of accounts quarterly with documented ROI

• Expansion Pipeline: $500K+ identified opportunities per quarter handed to Sales

• Customer Health: 90%+ of accounts rated "green" or "yellow" (using our health scoring framework)

• Insurance Credibility: Establish trusted advisor status with C-level insurance executives within first 90 days

Co-Execute Implementations with Deep Insurance Context (30% of role)

• Partner with our Director of AI Transformation during implementations to provide insurance domain expertise and translate AI capabilities into insurance-specific workflow wins

• Serve as the "insurance translator" who helps veteran brokers, claims professionals, and risk managers understand how Qumis solves their daily challenges

• Build credibility with skeptical insurance professionals who have decades of experience—you speak their language and understand their world

• Identify insurance-specific adoption barriers early (organizational politics, compensation structures, carrier relationships) and develop mitigation strategies

• Ensure implementation plans account for insurance industry realities: renewal cycles, carrier reporting requirements, E&O concerns, and client servicing obligations

Own Post-Implementation Customer Relationships (45% of role)

• Take full ownership of customer relationships following implementation completion, serving as their primary Qumis point of contact

• Run executive Quarterly Business Reviews (QBRs) that prove ROI using insurance-specific metrics: hours saved on submissions, prospects won, renewal retention improvements, claims cycle time reduction

• Build and maintain trusted advisor relationships with C-level insurance executives (CEOs, CFOs, COOs of brokerages and MGAs)

• Monitor customer health using usage data, engagement signals, and relationship strength indicators

• Intervene proactively when adoption signals weaken or organizational changes create risk

• Translate customer feedback into actionable product insights for our engineering and product teams

• Serve as executive sponsor for your accounts, escalating issues and coordinating internal Qumis resources when needed

Drive Revenue Retention and Expansion Identification (25% of role)

• Own renewal outcomes for your portfolio ($2M+ ARR), ensuring customers renew with confidence based on proven ROI

• Build renewal business cases using usage data, time savings analysis, competitive wins, and business impact narratives

• Identify expansion opportunities within existing accounts: new teams, new workflows, additional seats, new use cases

• Partner with Sales to position and close expansion deals—you identify and enable, Sales closes

• Conduct risk assessment 90+ days before renewal, surfacing potential churn risks and developing mitigation plans

• Document customer success stories and ROI examples that can be used in sales and marketing efforts

• Month 3: Establish credibility with 5+ insurance executive stakeholders across your portfolio, demonstrating you understand their business challenges and can speak their language

• Month 6: Achieve 95%+ gross retention rate across your portfolio and identify your first $250K+ expansion opportunity by proving ROI to executive stakeholders

• Month 12: Own $2M+ in ARR with 95%+ gross retention and 120%+ net revenue retention while managing 20+ post-implementation customer relationships and co-executing implementations for 8-10 new customers with our Director of AI Transformation

• 5-7 years in commercial insurance (P&C focus strongly preferred)

  • Broker, account manager, or commercial lines client servicing experience

  • Deep understanding of account servicing responsibilities, new business development, and renewal management

  • Can speak fluently about submission processes, carrier markets, coverage placement strategies, renewal timelines, and producer compensation

  • Have credibility with 20-year insurance veterans, not just tech-forward early adopters

  • Understand the organizational dynamics of insurance brokerages: producer/service split, book ownership, compensation models, carrier relationships

• Customer success or account management experience

  • Have managed ongoing customer relationships with accountability for retention outcomes

  • Understand the difference between customer satisfaction and customer success (outcomes vs. sentiment)

  • Can run executive-level business reviews that focus on ROI and strategic value, not just product updates

  • Comfortable with data-driven customer health scoring and proactive risk management

• Executive relationship skills without org chart authority

  • Have built trusted advisor relationships with C-level insurance executives (brokerage CEOs, COOs, CFOs)

  • Can run QBRs with VP+ stakeholders where you influence their strategic decisions

  • Comfortable telling a CFO their adoption is at risk and exactly what needs to change

  • Can translate technical usage metrics into business impact narratives that resonate with insurance executives

• Commercial acumen and revenue accountability

  • Understand that your job is driving retention revenue and expansion pipeline, not just relationship management

  • Can build renewal business cases that clearly articulate ROI in insurance-specific terms

  • Have identified expansion opportunities within existing accounts based on customer success and organizational needs

  • Comfortable with the commercial aspects of customer success: contract negotiations, pricing discussions, renewal timing

• Insurance-fluent but tech-curious: You don't need to be an AI expert (we have that covered), but you're genuinely excited about how AI can transform insurance workflows

• AI-pragmatic: Already using AI tools (Claude, ChatGPT, etc.) in your daily work and understand both the potential and the limitations

• Relationship-driven: You build trust naturally with insurance professionals who are skeptical of technology vendors

• Outcome-obsessed: Measure success by customer results (time saved, prospects won, renewals protected), not activity (meetings held, trainings delivered)

• Action-biased: You ship solutions quickly and iterate rather than planning for perfection

• Commercially honest: Will have direct conversations about renewal risk, expansion timing, and ROI expectations; you're a trusted advisor, not a yes-person

1. Screening (30 min): Insurance domain fluency, customer success experience, and cultural fit assessment

2. Case Study (take-home + 60 min presentation): Prepare and present a QBR for a fictional insurance brokerage customer, demonstrating how you prove ROI and address renewal risks

3. Team Fit (45 min): Meet our Director of AI Transformation and discuss how you'll collaborate during implementations

4. Culture Fit (60 min): Meet founders and assess alignment with "move fast + use AI + be data-driven"

• Base Salary: $130,000 - $155,000 (based on experience and insurance domain depth)

• Equity: 0.15% - 0.25% early employee grant (4-year vest)

• Benefits: Health/dental/vision, unlimited PTO, $1,000 home office stipend

Most insurance technology roles ask you to choose: Be a tech expert who struggles to build credibility with insurance veterans or be an insurance expert relegated to "relationship management" with no real impact on outcomes.

This role is different. You'll partner with a world-class AI transformation expert who handles the change management and adoption methodology. Your job is to be the insurance expert—the person who understands why a 20-year broker is skeptical, what questions a claims adjuster will ask, and how to prove ROI in language that resonates with insurance executives.

You'll own success from day 1. Not "manage relationships and hope they renew." You'll build the renewal business case, present it to the COO, identify the expansion opportunities, and own the outcome. Your success is measured by whether customers renew and expand, not by activity metrics.

You'll build on a strong foundation and make it world-class. We've developed an implementation framework and structured QBR playbooks based on real customer data. But we're not done—we're iterating toward excellence. You will be critical in refining what works, identifying what doesn't, and rebuilding our approaches until they're truly world-class. You're not joining to execute a perfect playbook—you're joining to help perfect the playbook while scaling what's already working.

You'll build something meaningful. AI adoption in insurance is the defining challenge of the next decade. Most AI tools get tried once and abandoned. You'll help insurance professionals transform their workflows—saving 5 hours every Monday, winning prospects they would have lost, protecting renewals they thought were safe. That's career-defining work.

You'll work with a team who get it. We built this role because we recognized that AI transformation expertise and insurance domain expertise are both essential—and rarely found in the same person. We've hired the AI transformation expert. Now we need the insurance expert. That's you.

The timing is perfect. You're joining early enough to define the Client Partner function and build trusted advisor relationships with our growing customer base, but late enough that we have product-market fit, paying customers, proven ROI metrics, and a structured implementation framework. You won't spend 6 months "figuring out insurance customers"—you already know them. You'll spend 6 months proving Qumis transforms how they work.