Product Manager - Workflows

Job description

# About Us Herald is transforming how commercial insurance gets sold. We combine modern API infrastructure with industry-specific AI that can read emails, extract data, generate quotes, and guide brokers through submission workflows end-to-end. The result: faster placement, cleaner operations, and meaningful revenue growth. The market is huge, the need is obvious, and the product we’re building doesn’t exist yet. If you want to help shape the operating system for modern insurance, we’d love to work with you. We’re a team of insurtech veterans with experience at [At-Bay](https://www.at-bay.com/), [Kin](https://www.kin.com/), and [Insurify](https://insurify.com/). We’ve raised our Series A funding from top-tier VCs ([Lightspeed](https://lsvp.com/), [Brewer Lane,](https://www.brewerlane.com/) [Afore](https://afore.vc/), [Underscore](https://underscore.vc/)) along with a panel of insurtech founders ([At-Bay](http://at-bay.com/), [Marble](https://marblepay.com/)), insurance executives ([CRC](https://crcgroup.com/)), and early employees of other successful API infrastructure companies ([Plaid](http://plaid.com/), [Alloy](https://alloy.co/)). ## **The Role** As a Product Manager you’ll own the Herald placement application — the primary working surface brokers use to manage commercial submissions end to end. This is a high-ownership, user-facing role where you'll translate real broker workflows into product decisions and ship features that meaningfully reduce manual effort in the insurance placement process. You'll work directly with users from day one, partner closely with engineering to ship fast, and use AI both as a personal productivity tool and as a lens for identifying where automation can meaningfully change how brokers work. When projects require it, you'll also own the carrier work needed to bring new markets or capabilities into the platform, but the broker experience is your primary focus. AI is a core part of how we expect this role to operate. You'll reach for AI tools habitually in your own work, and you'll help identify where AI and agentic workflows can be layered into the product to reduce coordination overhead, surface the right information at the right time, and let brokers focus on the work that actually requires their judgment. ## **What You'll Do** The core product you'll own is the Placement System — Herald's platform for managing a commercial submission from intake through bind. It includes: - **Application intake and form management** — dynamic application forms that adapt to coverage type, prefill from uploaded documents via AI extraction, and surface what digital carriers still need - **Market outreach** — digital submission to carrier APIs and templated offline outreach, with a unified view of where every market stands - **Quote review and comparison** — structured quote data across digital and offline markets, coverage-level detail views, and exportable comparison outputs - **AI-assisted coordination** — submission-scoped chat, AI summaries, and agentic actions that let brokers delegate routine coordination Beyond the core workspace, your project backlog will span the broader placement product — work like: - Improving document extraction accuracy and coverage for the prefill and data-capture flows - Expanding agentic capabilities: defining where the platform should act autonomously, where it should surface recommendations, and where a human needs to stay in the loop - Scoping and launching new carrier integrations when they're required to unlock new market access for users - Improving monitoring and self-healing for the integration layer that feeds market data into the workspace ## ## **What You'll Bring** **Required** - 2–3 years of experience in product management or a closely adjacent role (e.g., product engineering, solutions engineering, implementation PM, or technical program management) in a B2B SaaS environment - Habitual, fluent use of AI tools in your own work — you reach for AI to draft communications, investigate problems, synthesize information, and reduce repetitive effort; you have well-developed instincts for where AI helps and where it falls short - Strong instincts for UX and an ability to simplify complex processes — the placement workflow is multi-step, involves many stakeholders, and has real consequences; you design for clarity under that complexity - Comfort working with engineering teams building AI-powered products — you understand how to design features that build trust in AI outputs, what it means to evaluate them, and where human oversight needs to stay - Demonstrated ability to work with real users, understand operational pain, and translate what you learn into crisp product decisions - Strong writer — you communicate product rationale clearly in specs, Slack, and in the room with skeptical users - Clear communicator and fast executor — you move quickly, write things down, and pull the right people in at the right time **Nice to Have** - Experience in commercial insurance, insuretech, or a closely adjacent vertical — familiarity with carrier-distribution dynamics and how quoting, submission, and binding workflows operate - Prior experience at a company building workflow automation, document processing, or AI-assisted tools for enterprise users - Experience designing or scoping AI-assisted or agentic workflows — you understand where automation adds value, how to evaluate AI outputs in operational contexts, and how to build processes that keep humans appropriately in the loop - Familiarity with REST APIs and how they underpin product features — you can read API documentation, understand what's technically feasible, and have informed conversations with engineers about integration design - Prior startup experience at a company in a similar stage (Series A–C); you know how to operate with lean support structures and build process where there isn't any Full compensation packages are determined based on candidate experience. Please note that some roles may include variable compensation (such as commission, bonuses, and/or equity) that are not outlined here. This range is depicting base pay only. Any variable compensation will be discussed throughout the hiring process. New York Pay Range $160,000—$200,000 USD # Additional information Diversity, equity, and inclusion are featured prominently in our company's values which you can read about below. Please reach out if you would benefit from any assistance throughout the application or have suggestions about how we can make our process more accessible and inclusive to all people. One more note: We want to build an incredible team. As a result, we make a point of being open to surprising candidates who are the right person even though their experience doesn't exactly match up to our job description. Our job descriptions are gestures, not strict criteria. If you think you would be a great addition to our team, but might not fit the criteria perfectly, we still encourage you to apply! We recognize there are many transferable skills and traits that we may not have captured in this description and welcome all interested candidates to apply. # Life at Herald We're just getting started and building our culture with purpose every day. One of the joys of joining a small company early is that you get to build that culture too. Come join us and help us make Herald an (even more) amazing place to work!    # Actions we value There are many actions that we hope for and even demand from members of our team: communicating honestly, working hard, behaving with integrity. These are expectations. But we value these five actions above and beyond the level of "baseline expectation." We believe that if we excel at these, our business will thrive. We’re betting the company on it. ### **Build trust** We always lead with empathy. We publicly own and learn from our mistakes just as we are confident and transparent in explaining our decisions. And we help get the work done because we recognize that no job is too small. ### **Create a shared reality** We each articulate the facts, assumptions, questions, and fears we hold about our business. We listen to and learn from others. We create a shared set of information before making decisions. ### **Get better every day.** We constantly seek ways to improve ourselves. We provide each other candid feedback coupled with support to elevate those around us. We refine how we work together to become more effective as a team. ### **Build a diverse, equitable, and inclusive community.** We thrive when our team has a variety of lived experiences, values each other for their unique perspectives, and shares equitably in our mutual success. We invest in building an inclusive community for people who are oppressed because of their race, ethnicity, age, religion, gender expression, sexual orientation, physical ability, or socio-economic class. ### **(Remember that) we make the rules.** We once created the ways we work and therefore can change them. We do not default to momentum. We challenge ourselves to deconstruct the status quo and create a better future.