Hybrid Insurance Advisor

at Vouch Recruitment

• Job title: Insurance Advisor
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $60,000 - $65,000 per year
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Chicago, United States

About the role

• Insurance Advisor responsible for advising clients on coverage and managing their onboarding. Engage with clients through multiple channels to deliver exceptional service and establish trusted relationships.

Responsibilities

• Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
• Assess 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
• Construct 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

Requirements

• 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
• Ability to drive success through ambiguous and complex situations
• Takes initiative to problem solve when meeting resistance

Benefits

• Competitive compensation and equity packages
• Health, dental, and vision insurance
• Parental leave
• Flexible vacation time
• Wellness allowance
• Technology allowance
• Company-sponsored personal and professional development
• L&D: Partnerships with Ethena and monthly Lunch & Learns
• Wellbeing: access to wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.
• Caregiver Support: company seed into the dependent care FSA and company sponsored Care.com membership.
• Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities