Head of Client Servicing
- Compensation
- $125K–$160K base; $150K–$235K OTE
- Work mode
- Hybrid/On-site
- Location
- San Mateo, CA
- Industry
- Insurtech · Commercial Insurance · AI Automation
- Posted
- 12 Oct 2026
Your market value for this role
Compared with 17 live mandates (all Head of Function mandates).
Base salary only; excludes equity and bonus. Benchmark your own package →
The mandate
Build and own client servicing for an AI-enabled commercial insurance brokerage. Manage mid-market relationships end to end, establish service playbooks, support renewals and onboarding, and work with engineering to automate high-volume service workflows.
Key responsibilities
- Own ongoing relationships for mid-market commercial accounts, including renewals, endorsements, compliance questions, and day-to-day servicing.
- Support producers through the sales-to-onboarding handoff and ensure new clients transition smoothly.
- Partner with technology and engineering teams to identify servicing workflows that can be automated with AI.
- Create service standards, operating procedures, and repeatable playbooks from scratch.
- Develop into a team leadership role, hiring and coaching additional account executives as volume grows.
What you bring
- 7–15 years of experience owning client servicing or customer success for mid-market accounts.
- Experience managing end-to-end client relationships in technology, financial services, or insurtech; insurance knowledge is helpful but not required.
- Strong communication, renewal management, and process-building skills.
- Interest in applying AI and automation to client operations.
- Must be able to work in person four days per week in the San Mateo/Bay Area.
- Visa sponsorship is unavailable.
Location & engagement details
San Mateo / San Francisco Bay Area, CA · Hybrid
Full-time; four days per week in office in San Mateo. Base salary $125K–$160K depending on equity preference, plus $25K–$75K variable compensation tied to renewals and client satisfaction; stated OTE is $150K–$235K. Competitive equity. Interview process includes leadership, operations, technology, and business-team conversations.
About this mandate
This is a live head of function mandate I refer executives to directly. The role sits in insurtech · commercial insurance · ai automation and is located in San Mateo, CA on a hybrid/on-site basis, with compensation of $125K–$160K base; $150K–$235K OTE.
This is a confidential search. Read the brief above, then apply below for this role. The company name is shared once there's a close match and mutual interest.
Most senior mandates are filled this way — privately, before any listing exists. Read how unadvertised executive roles actually get filled.
- This is a confidential search. The company name and full role details are only discussed on a call with one of our recruiters if there is a close match.
- We use your details — your LinkedIn profile URL and email address — to match you against this mandate and any other closely matched roles.
- A verifiable email address, LinkedIn profile and a recent PDF resume are required. Submissions from bots, spammers or unverifiable profiles are removed.
- There is no call booking at this stage. Calls are scheduled only after we identify a close match.
Who I consider
- C-suite, EVP/SVP, VP and Head of function leaders
- Proven scale-up, venture-backed or enterprise leadership experience
- Track record of building and leading teams in the relevant function
Final hiring decisions rest solely with the hiring company. Outcomes depend on role availability and decisions made by the hiring team.
Apply — Head of Client Servicing
This application is for this role only. I review it against the brief above and contact you if there's a close match.
- This is a confidential search. The company name and full role details are only discussed on a call with one of our recruiters if there is a close match.
- We use your details — your LinkedIn profile URL and email address — to match you against this mandate and any other closely matched roles.
- Handled confidentially — your details are never shared without your consent.
- A referral is an introduction, not a guarantee of an interview or an offer.
- Final hiring decisions rest with the hiring company; outcomes depend on role availability and their decisions.