Account Manager

Vouch Insurance; San Francisco (CA); Hybrid; USD 90,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Equity

Parental leave

Flexible vacation

Wellness allowance

Technology allowance

Development programs

L&D partnerships

Wellbeing perks

Caregiver support

Performance reviews

Job summary

Vouch Insurance in San Francisco is seeking a results‑driven Success Advocate to guide existing customers through coverage questions, renewals, and day‑to‑day servicing after purchase. You’ll help clients get the most from their policies and scale the company’s reputation for exceptional service.

Join a fast‑growing team with a collaborative culture, competitive compensation, and benefits. The role requires strong communication, a client‑obsessed mindset, and the ability to manage multiple

Qualifications

• 2+ years of sales, brokerage, customer service, or other client-facing experience in insurance.
• Strong communication and organizational skills.
• Able to thrive in a fast-paced environment.
• Competitive drive to outperform peers and continuously improve skills.
• Dependable, positive, detail-oriented with excellent follow-through.
• Active/Current Property and Casualty License.
• Ability to navigate ambiguous and complex situations.
• Takes initiative to problem solve when meeting resistance.

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, advising clients on risk solutions and selling more products.
• Use Direct Carrier and Wholesale Broker platforms to secure quotes and manage policies.
• Construct and present customized insurance packages to clients.
• Ensure clients are comfortable with and able to use the Vouch platform.
• Drive additional value by identifying follow-up opportunities for Vouch.
• Collaborate with billing and Policy Administration teams on client/carrier instructions.

Skills

Communication

Organizational skills

Agility

Initiative

Reliability

Follow-through

Ambiguity handling

Education

Property & Casualty License

Job description

About Vouch

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.

Location

San Francisco or New York City, hybrid work flexibility. Team members are required in the office at least three days per week (Tuesday, Wednesday, Thursday).

Our Values

\"Be Client Obsessed\", \"Own it together\", \"Act with integrity and empathy\", \"Stay Curious and Grow\", and \"Empower People\".

Why This Role Matters

As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. The position will guide existing customers through any insurance questions they may have, day‑to‑day servicing of accounts, renewal business, and support client needs when changing coverage, ensuring a great experience for all Vouch customers. You’ll help us scale that reputation.

What You’ll Do

• 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

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

Nice to Have

• Exposure to and passion for early‑stage startups and/or high‑growth environments
• A background in insurance or other regulated categories
• Prior experience in a quota‑carrying role with responsibility for achieving individual quantitative goals

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 many 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

Interview Process

• 30‑minute phone call with our recruiting team
• 30‑45 minute video interview with the hiring manager
• Case study/technical screen
• Meet the team! 30‑45 min 1:1 video discussion with 3‑4 team members you’d work closely with in the role

Compensation Philosophy

The On Target Earnings (OTE) for this role are $90,000 - $95,000 per year depending on experience. ($65,000 - $70,000 base salary + $25,000 variable compensation). The base salary listed in the job posting represents what you can expect to earn on an annualized basis. This role is hourly and non-exempt, with overtime eligibility for hours worked over 40 in a week. Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

Pay Range

90,000 - 95,000 USD per year (Hybrid (New York, New York, US))
90,000 - 95,000 USD per year (Hybrid (San Francisco, California, US))

Equal Opportunity & Accessibility

Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, complete any pre‑employment testing, or otherwise participate in the employee selection process, please direct your inquiries to [e-mail].