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Salary: USD 65,000 - 95,000 / annual
Vouch is a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Backed by over $200M in funding, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. The company is the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork.
As an Account Manager on the Success team, you will be responsible for ensuring customers have a great experience after purchasing coverage with Vouch. This role focuses on guiding existing customers through insurance questions, day-to-day account servicing, renewal business, supporting clients when changing coverage, and ensuring a consistently excellent experience.
Key responsibilities include:
- Establish trusted relationships with 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 additional products
- Effectively use Direct Carrier and Wholesale Broker platforms to secure alternative quotes and manage existing policies, including preparation and presentation of submissions
- Construct and present customized insurance packages to clients
- Ensure clients are comfortable with and able to utilize tools and 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 and carrier instructions, and assist in collections as needed
Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. This hybrid role requires team members to be in the office at least three days per week (Tuesday, Wednesday, and Thursday) to foster close collaboration and team building.
REQUIREMENTS:
- 2+ years of sales, brokerage, customer service, or other client-facing experience (insurance industry preferred)
- Strong communication and organizational skills
- Ability to be agile and thrive in a fast-paced environment
- 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
- Ability to drive success through ambiguous and complex situations
- Takes initiative to problem solve when meeting resistance