Insurance Advisor

Vouch Insurance; San Francisco (CA); On-site; Full time

Benefits offered by this job

Competitive compensation and equity packages

Health, dental, and vision insurance

Parental leave

Flexible vacation time

Wellness allowance ($80/month)

Technology allowance ($100/month)

Professional Development ($500/Yr)

Home office setup ($500 one-time)

Bi-Annual performance reviews

Job summary

A tech-enabled insurance advisory firm is seeking an Insurance Advisor in Chicago. In this role, you will ensure clients have a seamless sales and onboarding experience, provide tailored insurance advice, and strengthen client relationships. Ideal candidates will have at least 2 years' experience in insurance or client-facing roles and strong communication skills. This position involves considerable teamwork and collaboration in a fast-paced environment, requiring at least two office days weekly in Chicago.

Qualifications

• 2+ years of sales, brokerage, or customer service experience.
• Active/Current Property and Casualty License.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Ensure clients have a great experience during the onboarding process.
• Interact directly with clients to advise on appropriate coverages.
• Construct and present customized insurance proposals to clients.

Skills

Sales experience

Client-facing experience

Strong communication skills

Organizational skills

Problem-solving skills

Detail-oriented

Education

Bachelor's degree

Tools

CRM tools like Salesforce

Communication tools

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 $225M 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 “Put People First,” “Listen, Challenge, and Grow,” “Face challenges head-on and win as a team,” and “Serve clients with integrity and excellence.”

What does a work environment look like at Vouch?

This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least two days per week (Monday and Thursday) to foster close collaboration and team building.

Role Responsibilities

As a member of the Early Stage Advisor Team, you will be responsible for ensuring our clients have a great experience through the sales and onboarding process. Insurance Advisors interact directly with our clients through email, Zoom calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage. We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You’ll be responsible for helping us scale that reputation.

Job Duties

• Establish trusted relationships with our customers
• Assess our clients’ risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage
• Effectively use Direct Carrier and Wholesale Broker platforms to submit applications, secure quotes, and bind coverage
• Construct and present customized insurance proposals to clients
• Plan and execute daily sales activities such as conducting Zoom calls with clients, responding to emails, and maintaining appropriate documentation in our CRM
• Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues
• Maintain a healthy pipeline and conduct pipeline reviews with your manager
• Ensure clients are comfortable with and able to utilize the tools/services available through the Vouch platform

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
• Possesses 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
• Bachelor's degree

Nice to have

• Knowledge of Commercial P&C coverage lines
• Exposure to and passion for early-stage startups and/or high growth environments
• Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.)
• Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals

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 ($80/month)
• 📲 🛜 Technology allowance ($100/month)
• 📚 Professional Development ($500/Yr)
• 💻 🎧 Home office setup (One-time $500)
• 🏫 📈 L&D: Partnerships with Ethena and monthly Lunch & Learns
• 🏳️🌈 ♀️ 🤝 Employee Groups: Vouch supports various employee groups to foster an inclusive, equitable workplace and create affirming, empowering, employee-centered spaces for conversation, community, and support. These groups include Pride @ Vouch, Women @ Vouch, Black @ Vouch, Virtual Connections, Pop Culture, Pets of Vouch, Skincare, Astrology, Plants, etc.
• 🧘 💲 Wellbeing: Voucher’s have access to many wellbeing perks, including Peloton, Fetch, OneMedical, SoFi, etc.
• 📊 Bi-Annual performance reviews with quarterly check-ins: Vouch conducts bi-annual 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

1. 30-minute phone call with our recruiting team
2. 30-45 minute Zoom interview with the hiring manager
3. Case study/technical screen
4. Meet the team! 30-45 min 1:1 Zoom meetings with 3-4 team members you’d work closely with in the role
5. Executive chat (role dependent)

Compensation philosophy

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.

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].