Brokerage Operations Associate

Vouch Insurance; San Francisco (CA); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Parental leave

Flexible vacation

Wellness allowance

Technology allowance

Stock options

Personal & professional development

Job summary

Vouch Insurance is seeking an Operations professional to support brokerage workflows across binding, billing, and renewals. This role partners with brokers, carriers, and internal teams to deliver value throughout the client lifecycle.

You will handle inquiries, maintain policy data in AMS & CRM, and drive process improvements in a fast-paced startup environment with hybrid in-office requirements in San Francisco.

Qualifications

• 2+ years in a fast-paced, customer service-oriented environment.
• 1+ year in an insurance-related role.
• Active Property & Casualty Insurance License.

Responsibilities

• Deliver timely, consistent responses to client inquiries.
• Maintain and update policy data in AMS and CRM.
• Manage policy servicing: binding, cancellations, endorsements, billing.
• Support certificate of insurance requests with Brokerage Ops.
• Coordinate with brokers, carriers, and internal teams for policy servicing.
• Identify opportunities to add value through proactive follow-ups and improvements.
• Document and refine day-to-day processes to boost efficiency.

Skills

Customer service

Communication

Organizational skills

Problem-solving

Ambiguity tolerance

Tools

Salesforce

Veruna

Job description

About Vouch:

Vouch is the insurance broker 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.

Why should you join our team and Vouch?

Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values-driven company. Our values are "Be Client Obsessed", "Own it together", "Act with integrity and empathy", "Stay Curious and Grow", and "Empower People."

What does a work environment look like at Vouch?

Vouch has employees located across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.

Why this role matters:

As a member of the Brokerage Operations team, you will play a critical role in supporting our clients across brokerage workflows. You will partner with brokers and cross-functional teams to deliver value throughout the entire customer lifecycle — from initial sale through binding, billing, and renewals. You will also support clients and internal and external stakeholders with post-bind service requests and ongoing policy maintenance.

This role offers the opportunity to join a growing, agile team where you will gain deep exposure to the operational systems and processes that power a best-in-class brokerage.

What you'll do:

Being in Operations, this role is a bit of a swiss army knife supporting a wide range of brokerage activities.

• Deliver timely, consistent responses to client and internal/external stakeholder inquiries
• Maintain and update policy data and documentation within our AMS and CRM, ensuring accuracy and completeness
• Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and other policy maintenance activities
• Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives
• Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance
• Coordinate with clients and billing partners to resolve billing-related matters
• Identify opportunities to add value for brokers through proactive follow-ups and operational improvements
• Assist in documenting and refining day-to-day processes to improve operational efficiency

About you:

• 2+ years of experience in a fast-paced, customer service-oriented environment
• 1+ year of experience in an insurance-related role
• Active Property & Casualty Insurance License
• Strong communication and organizational skills
• Exceptional attention to detail
• Driven by problem-solving and continuous improvement
• Dependable, positive, and action-oriented with strong follow-through
• Comfortable operating in ambiguity and maintaining composure in complex situations
• Independent problem-solver who knows when to seek guidance
• Ability to prioritize and manage high volumes of requests

Nice to have:

• Prior experience working (Salesforce, Veruna)

• Exposure to and passion for early-stage startups and/or high-growth environments

Vouch provides several benefits to help you bring your best self to work:

• 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: Vouch conducts regular performance discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.

What to expect in a typical interview process:

(Please note these steps may vary slightly depending on the role)

• 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
• Executive chat

Compensation philosophy:

The base salary for this role varies by location.

• San Fransisco & New York: $70,000 - $75,000 per year
• Chicago: $65,000 - $70,000 per year

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 pay range provided is subject to change and may be modified in the future.

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].