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Harper Group

AI-driven insurance brokerage for SMBs

Forward Deployed Operator - Customer Operations

InsurancePosted on Nov 12
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Experience running a real operation, such as a queue, book, city, or desk.
  • Experience building something that people used, with an ability to explain the problem, approach, tools, and measured result.
  • Experience using Cursor or Claude Code and awareness of their limitations.
  • Comfort using SQL.
  • Ability to communicate candidly with frustrated small-business owners while maintaining their trust.
  • Operating instinct and ability to build quickly.

Responsibilities

  • Own one customer-operation workflow end to end and its performance metric.
  • Perform the operational work directly, including calling customers, following up with carriers, and correcting records, to learn edge cases.
  • Build agents, internal tools, and queries using Claude, Cursor, and Harper's tools.
  • Determine which process steps can be handled by an agent, which require a licensed-person checkpoint, and how the system fails safely.
  • Deploy tools with the team, train users, and track adoption.
  • Evaluate whether steps should be eliminated before automating them.
  • Work the queue and develop an initial fix during the first 30 days; take ownership of the workflow's weekly metric by day 60; demonstrate measurable improvement and scope another workflow by day 90.
  • Report the workflow's weekly metric and demonstrate before-and-after results.
  • Work in the San Francisco office Monday through Friday, starting around 7:30–8:00 AM, and spend regular time on the Atlanta floor.

Desired Qualifications

  • Python or TypeScript experience is a plus.
  • Background in deployment or strategic projects at AI companies, marketplace or fintech operations, high-volume customer operations, go-to-market engineering, early-stage startup operations, or as a founder.

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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