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Salary: USD 65,000 - 75,000 / annual
Vouch is a tech-enabled insurance broker and advisory firm serving growing companies in technology, life sciences, and professional services. The company combines deep industry expertise with AI-powered tools to deliver a modern insurance experience, backed by over $200M in funding.
As a Brokerage Operations Associate, you will support the operations team in managing critical brokerage workflows and client lifecycle activities. You'll partner with brokers, carriers, wholesalers, and internal teams to deliver value from initial sale through binding, billing, renewals, and ongoing policy maintenance.
Key responsibilities include:
- Delivering timely, consistent responses to client and internal/external stakeholder inquiries
- Maintaining and updating policy data and documentation within AMS and CRM systems, ensuring accuracy and completeness
- Managing specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and policy maintenance
- Supporting certificate of insurance requests in partnership with support representatives
- Coordinating with clients and billing partners to resolve billing-related matters
- Identifying opportunities to add value for brokers through proactive follow-ups and operational improvements
- Assisting in documenting and refining day-to-day processes to improve operational efficiency
This is a hybrid role with offices in San Francisco, Chicago, and New York City. The role requires in-office presence at least three days per week (Tuesday, Wednesday, Thursday) to foster collaboration and team building.
Requirements:
- 2+ years of experience in a fast-paced, customer service-oriented environment
- 1+ year of experience in an insurance-related role
- Active Property & Casualty Insurance License
- Strong communication and organizational skills
- Exceptional attention to detail
- Driven by problem-solving and continuous improvement
- Dependable, positive, and action-oriented with strong follow-through
- Comfortable operating in ambiguity and maintaining composure in complex situations
- Independent problem-solver who knows when to seek guidance
- Ability to prioritize and manage high volumes of requests
Nice to have:
- Prior experience with Salesforce or Veruna
- Exposure to and passion for early-stage startups and/or high-growth environments
