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Client Account Specialist

Corgi Insurance
onsiteUSD 65,000 - 85,000 / year
Dallas, TX, US

About this role

Job title: Client Account Specialist

About the Role

Corgi is 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. The role focuses on managing billing data in our Insurance Operating System (IOS) and supporting customers through accurate processes and ongoing improvements.

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.

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