Product Manager - Workflows

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 , Kin , and Insurify . We’ve raised our Series A funding from top-tier VCs ( Lightspeed , Brewer Lane, Afore , Underscore ) along with a panel of insurtech founders ( At-Bay , Marble ), insurance executives ( CRC ), and early employees of other successful API infrastructure companies ( Plaid , Alloy ). 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 fo…