Insurance Advisor

Vouch Insurance; Chicago (IL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Flexible vacation time

Wellness allowance

Technology allowance

Parental leave

Job summary

Vouch Insurance is looking for an Insurance Advisor to be part of the Early Stage Advisor Team in Chicago. You will be responsible for ensuring clients' satisfaction during the sales and onboarding process, advising them on appropriate coverage, and streamlining client relationships. Ideal candidates have 2+ years of client-facing experience in the insurance industry and possess strong communication skills. Offering compensation between $85,000 to $90,000 per year, along with benefits and equity packages.

Qualifications

• 2+ years of experience in a client-facing role, preferably in insurance.
• Ability to manage client lifecycle effectively.
• Strong customer relationship-building skills.

Responsibilities

• Ensure a great experience for clients through sales and onboarding.
• Assess clients’ risk profiles and advise on coverage.
• Manage application submissions and binding with carrier partners.

Skills

Sales experience

Brokerage experience

Customer service

Communication skills

Organizational skills

Problem-solving

Agility in fast-paced environments

Education

Active/Current Property and Casualty License

Tools

Salesforce

ZenDesk

Job description

About Vouch

Vouch is the risk advisor that powers ambition. We provide tech‑enabled insurance advisory and brokerage services to 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.

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, video 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. You’ll be responsible for helping us scale that reputation while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology.

What You’ll Do

• Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform.
• Assess clients’ risk profiles, advise them on appropriate risk‑management best practices as a licensed professional, and assist with the purchase of coverage.
• Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals.
• Construct and present customized insurance proposals to clients.
• Plan and execute daily sales activities such as conducting video 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.

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 or obtained within 30 days of start date.
• Ability to drive success through ambiguous and complex situations.
• Takes initiative to problem‑solve when meeting resistance.

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.

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 perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.
• Caregiver support through dependent‑care FSA and Care.com membership.
• Regular performance reviews offering goal setting, check‑ins, development discussions, and promotion opportunities.

Interview Process

• 30‑minute phone call with our recruiting team.
• 30‑45 minute video interview with the hiring manager.
• 30‑45 minute 1:1 video discussion with 3‑4 team members you’d work closely with in the role.
• Executive chat (role dependent).

Compensation Philosophy

On Target Earnings for this role range from $85,000 to $90,000 per year, depending on experience. Base salary ranges from $60,000 to $65,000, with variable compensation up to $25,000. The role is hourly and non‑exempt, with overtime eligibility for hours worked over 40 in a week. Compensation includes benefits and stock options.

Equal‑Opportunity Employment

Vouch believes in putting our people first and building a diverse team. 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, or otherwise participate in the employee selection process, please direct your inquiries to [e-mail].