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

Job title

Account Manager

Job type

Experience level

JuniorMid level

Salary

$85,000 - $90,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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