Insurance Advisor

About the role

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 $200M 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.

Role Responsibilities

• Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
• Audit our clients' risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage
• Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals
• Create and present customized insurance proposals to clients
• Plan and execute daily sales activities such as conducting video calls with clients, responding to emails, and maintaining appropriate documentation in our CRM
• Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues
• Maintain a healthy pipeline and conduct pipeline reviews with your manager

What You'll Do

Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
Audit our clients' risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage
Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals
Create and present customized insurance proposals to clients
Plan and execute daily sales activities such as conducting video calls with clients, responding to emails, and maintaining appropriate documentation in our CRM
Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues
Maintain a healthy pipeline and conduct pipeline reviews with your manager

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
• Possesses 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 obtained within 30 days of start date
• Able to drive success through ambiguous and complex situations
• Takes initiative to problem solve when meeting resistance
• Nice To Have:
• Knowledge of Commercial P&C coverage lines
• Exposure to and passion for early-stage startups and/or high growth environments
• Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.)
• Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals

What To Expect In a Typical Interview Process

• 30-minute phone call with our recruiting team
• 30-45 minute video interview with the hiring manager
• Meet the team! 30-45 min 1:1 video discussion with 3-4 team members you’d work closely with in the role
• Executive chat (role dependent)

Pay Range For This Role

The On Target Earnings (OTE) for this role are $85,000 - $90,000 per year depending on experience. ($60,000 - $65,000 base salary + $25,000 variable compensation)