Client Account Specialist

Corgi Insurance

Corgi is building an AI financial infrastructure company

Client Account Specialist

$65K - $85K•Dallas, TX, US

Job type

Full-time

Role

Finance

Experience

Any (new grads ok)

Visa

US citizen/visa only

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About the role

We're hiring a Client Account Specialist to own billing accuracy and the client experience around it - making sure every property manager on our platform gets clear, correct, on-time billing.

What You'll Do

Billing & client support

• Act as the primary billing contact for property managers.
• Update our Insurance Operating System (IOS) to reflect client requests and changes.

Accuracy & revenue

• Keep billing structures in the IOS accurate.
• Spot revenue-flow improvements and work with engineering to ship them.
• Build dashboards that show leadership how billing is performing.

Process & enablement

• Create training videos and tools to improve the client billing experience.
• Write playbooks for billing support, validation, and troubleshooting.
• Standardize processes to prevent workflow breakdowns.

What We're Looking For

• Sharp attention to detail and a strong instinct for data integrity.
• Can explain technical and billing issues clearly to non-technical people.
• Proactive, organized, and takes ownership.
• Comfortable in-person, 5 days/week, in a fast-paced startup.

Compensation & Growth

• Performance bonuses tied to billing accuracy, CSAT/NPS, and revenue KPIs.
• Fast-tracked salary growth for strong performers.

About Corgi Insurance

Corgi is a full-stack insurance carrier building better, faster insurance products for startups. We're not a broker, so we underwrite and issue policies directly, with fewer handoffs and less friction. Cutting out intermediaries lets us tailor coverage to how companies actually operate and price risk more efficiently.