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Salary: USD 60,000 - 70,000 / annual
Vouch is a tech-enabled insurance advisory and brokerage serving 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 modern insurance experience.
As an Insurance Advisor on the Early Stage Advisor Team, you will be the primary point of contact for clients throughout the sales and onboarding process. You'll establish trusted relationships with customers, assess their risk profiles, advise on appropriate coverage, and guide them through the entire lifecycle from application to policy bind.
Key responsibilities include:
- Building trusted relationships with clients and ensuring they can effectively use Vouch's platform and services
- Assessing client risk profiles and advising on risk management best practices as a licensed professional
- Managing the full client lifecycle from application through bind, working with carrier partners and online portals
- Constructing and presenting customized insurance proposals
- Executing daily sales activities including video calls, email responses, and CRM documentation
- Delivering consistent, timely follow-through on client requests and issues
- Maintaining a healthy sales pipeline and conducting regular pipeline reviews with your manager
You'll work in a fast-paced, growing startup environment where you'll help scale Vouch's reputation for exceptional customer experience while contributing to the expansion of the team through new products, processes, and technology.
The role is hybrid with a requirement to be in the New York office at least three days per week (Tuesday, Wednesday, Thursday) to foster collaboration and team building. Vouch also has offices in San Francisco and Chicago.
REQUIREMENTS:
- 2+ years of sales, brokerage, customer service, or other client-facing experience (insurance industry experience preferred)
- Active or current Property and Casualty License, or ability to obtain within 30 days of start date
- Strong communication and organizational skills
- Ability to thrive in a fast-paced, agile environment
- Competitive drive to outperform peers and continuously improve
- Dependable, positive, and detail-oriented with excellent follow-through
- Ability to drive success through ambiguous and complex situations
- Initiative to problem-solve when meeting resistance
