Marketing Events & Influencer Partnership Manager at SourceWhale leading event - driven community growth. Building industry partnerships and managing high - impact events.
About the role
- Account Manager at Vouch ensuring great customer experience after purchasing coverage. Managing existing accounts and guiding clients through insurance questions and needs with a focus on relationship building.
Responsibilities
- Establish trusted relationships with our 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 more products
- Effectively use Direct Carrier and Wholesale Broker platforms to secure alternative quotes and manage existing policies, including the preparation and presentation of submissions
- Construct and present customized insurance packages to clients
- Ensure clients are comfortable with and able to utilize the tools/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/carrier instructions and assist in collections as needed
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
- Possess a 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 ability to pass licensing examinations within 30 days of start date
- Bachelor's degree
Benefits
- Health, dental, and vision insurance
- Parental leave
- Flexible vacation time (Unlimited PTO)
- Wellness allowance ($80/month)
- Technology allowance ($100/month)
- Company-sponsored professional development
- Partnerships with Ethena, Hone, and monthly Lunch & Learns
- Employee Groups
- Wellbeing perks including Peloton, Headspace, Fetch, OneMedical
- Annual performance reviews with quarterly check-ins
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