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Account Manager

Vouch Insurance

Remote · USFull-timePosted 1y agoStill listed 1 day ago

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At a glance

Compensation
No compensation found
Location
Remote · US
Schedule
Full-time
Work Authorization
US work authorization required

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Job overview

Vouch Insurance is hiring an Account Manager. Vouch Insurance is seeking an Account Manager to join their Success team. This role involves guiding existing customers through insurance questions, servicing accounts, managing renewals, and supporting client needs. The Account Manager will establish trusted relationships, analyze insurance packages, and deliver consistent follow-up to ensure a great customer experience.

Key focus areas include Establish trusted relationships with customers, Retain existing Vouch clients during their renewal process, and Analyze existing insurance packages and evaluate risk.

Successful candidates bring 2+ Years Sales/Brokerage/Customer Service Experience, Active P&C License Or Pass Within 30 Days, and Bachelor's Degree. Important skills include Communication, Organizational Skills, Agile, Competitive Drive, Detail-Oriented, and Follow-Through Skills. Preferred (not required): Direct Carrier Platforms, Wholesale Broker Platforms, Insurance Industry Knowledge, and Startup Environment Experience.

Skills & qualifications

RequiredNice to have

Skills

CommunicationOrganizational SkillsAgileCompetitive DriveDetail-OrientedFollow-Through SkillsProblem SolvingDirect Carrier PlatformsWholesale Broker PlatformsInsurance Industry KnowledgeStartup Environment ExperienceRegulated Categories Experience

Qualifications

2+ Years Sales Experience2+ Years Brokerage Experience2+ Years Customer Service Experience2+ Years Client-Facing ExperienceActive/Current Property and Casualty LicenseAbility to Pass Licensing Examinations Within 30 DaysBachelor's DegreeQuota-Carrying Role Experience

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Parental Leave
Paid Time Off
Tuition Assistance

Full job description

About Vouch:

Vouch is the risk advisor that powers ambition.

We’re a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.

Backed by over $225M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.

Why should you join our team and Vouch?

Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values-driven company. Our values are “Put People First,” “Listen, Challenge, and Grow,” “Face challenges head-on and win as a team,” and “Serve clients with integrity and excellence.”

What does a work environment look like at Vouch?

This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least two days per week (Monday and Thursday) to foster close collaboration and team building.

Role Responsibilities:

As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. This position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers.

We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You’ll be responsible for helping us scale that reputation.

Job Duties:

Establish trusted relationships with our customers Retain existing Vouch clients during their renewal process Analyze existing insurance packages and evaluate risk Deliver consistent and timely follow-up in response to client requests and issues Manage growing accounts, including advising clients on risk solutions and selling more products Effectively use Direct Carrier and Wholesale Broker platforms to secure alternative quotes and manage existing policies, including the preparation and presentation of submissions Construct and present customized insurance packages to clients Ensure clients are comfortable with and able to utilize the tools/services available through the Vouch platform Drive additional value by identifying follow-up opportunities for Vouch Collaborate with billing and Policy Administration teams on client/carrier instructions and assist in collections as needed About you:

2+ years of sales, brokerage, customer service, or other client-facing experience – within the insurance industry preferred Strong communication and organizational skills Able to be agile and thrive in a fast-paced environment Possess a competitive drive to outperform peers and continuously improve hard and soft skills Dependable, positive, and detail-oriented with excellent follow-through skills Active/Current Property and Casualty License – Or ability to pass licensing examinations within 30 days of start date Ability to drive success through ambiguous and complex situations Takes initiative to problem solve when meeting resistance Bachelor's degree

Nice to have:

Exposure to and passion for early-stage startups and/or high-growth environments A background in insurance or other regulated categories Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals Active/Current Property and Casualty License s Vouch provides several benefits to help you bring your best self to work:

💰 Competitive compensation and equity packages ⚕️ Health, dental, and vision insurance 👶 Parental leave 🌴 Flexible vacation time (Unlimited PTO) 🎨 🧠 Wellness allowance ($80/month) 📲 🛜 Technology allowance ($100/month) 📚 Professional Development ($500/Yr) 💻 🎧 Home office setup (One-time $500) 🏫 📈 L&D: Partnerships with Ethena, Hone, and monthly Lunch & Learns 🏳️‍🌈 ♀️ 🤝 Employee Groups: Vouch supports various employee groups to foster an inclusive, equitable workplace and create affirming, empowering, employee-centered spaces for conversation, community, and support. These groups include Pride @ Vouch, Women @ Vouch, Black @ Vouch, Virtual Connections, Pop Culture, Pets of Vouch, Skincare, Astrology, Plants, etc. 🧘 💲 Wellbeing: Voucher’s have access to many wellbeing perks, including Calm, Peloton, Headspace, Fetch, OneMedical, SoFi, etc. 📊 Annual performance reviews with quarterly check-ins: Vouch conducts quarterly review discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.

What to expect in a typical interview process:

(Please note these steps may vary slightly depending on the role)

30-minute phone call with our recruiting team 30-45 minute Zoom interview with the hiring manager Case study/technical screen Meet the team! 30-45 min 1:1 Zoom meetings with 3-4 team members you’d work closely with in the role #LI-HT1

Compensation philosophy:

Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal-opportunity employer and celebrate the diversity of our growing team.

If you require reasonable accommodation to complete this application, interview, complete any pre-employment testing, or otherwise participate in the employee selection process, please direct your inquiries to [email protected] .

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