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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