Collectivfide
This role provides back-end and processing support to the commercial lines team, ensuring a high-quality experience for brokers and clients by validating and maintaining client files. The position involves handling policy administration functions, issuing certificates of insurance, and managing data entry within the EPIC Broker Management System. It also requires proactive follow-up on payments and documentation while supporting account managers with driver approvals and file organization.
Collectivfide partners with brokerages to support all facets of their operations — including HR, marketing, finance, underwriting, and more. They provide outsourced back-office services, process optimization, and technology integration to improve efficiency, compliance, and scalability for broker firms. By centralizing operational expertise, Collectivfide enables brokers to focus on client relationships and growth while reducing overhead and operational risk.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Collectivfide.
38% below the average for this role