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Harper Group

AI-driven insurance brokerage for SMBs

Vice President of Customer Success

Business OperationsPosted on Nov 12
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Have scaled customer operations or support to millions of customers or transactions in a high-volume business and be able to show volume, headcount, and cost per contact before and after.
  • Have experience with queues, arrivals, handle times, workforce planning, tiered support, quality programs, and offshore or partner teams.
  • Have moved substantial work volume from people to automation or AI, understand where it fails, and remain accountable for customer outcomes.
  • Have led domain experts and high-volume operators in the same organization and be able to distinguish which work requires which expertise.
  • Be able to use AI tools directly; engineering experience is not required.

Responsibilities

  • Build and run a customer operation that scales as customer volume grows, moving work from people to agents without harming customer outcomes.
  • Own all customer-operation queues from first contact through active policy, renewal, and recovery, including arrivals, handle times, backlog, ownership, service levels, and cost per customer.
  • Plan capacity by queue, hour, shift, and office to support substantially higher volume without proportional headcount growth.
  • Determine which work agents complete end to end, which work requires human approval, and which work remains with licensed experts; iteratively change that allocation based on evidence.
  • Run operations across San Francisco, Atlanta, and Pakistan, with a lead at each center reporting to the role.
  • Build a talent model combining domain experts and high-volume operators, including an operator in each pod who builds and runs that pod’s agents.
  • Own quality, including assigning one owner per account, ensuring accurate customer answers, and catching errors before they reach a carrier or customer.
  • Work on the floor in all three locations, own the weekly operating review, and ensure every queue has a named owner.
  • Establish capacity planning by queue and hour and reduce the oldest backlogs.
  • Develop a plan for the next two quarters that ties volume, agents, and hiring together.
  • Use queue data in a working session to identify changes for the first 90 days and what is needed to serve four times as many customers.
  • Meet with the teams in San Francisco and Atlanta and speak with the Pakistan team.

About the Company

Harper Group

AI-driven insurance brokerage for SMBs

Harper Group is an AI-native commercial insurance brokerage that connects small- and mid-sized businesses with more than 160 insurance carriers for workers’ compensation and general and professional liability. Its product works by using AI to run almost all licensed agency workflows—routing submissions, following up with underwriters, collecting documents, and managing pipelines—so the brokerage can complete client placements in about one to two days instead of several days, and handle a larger volume of customers each month. Harper differentiates itself from competitors through its heavy use of automation to reduce manual work and speed, enabling it to serve thousands of customers efficiently while maintaining relationships with a broad carrier network. The company’s goal is to scale brokerage operations, grow its engineering and brand, and broaden access to coverage for more businesses by increasing speed, accuracy, and capacity in its processes.

Company size
51-200
Company stage
Series A
Total funding
$47.1M
Headquarters
San Francisco, CA
Founded
2024

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