Insurance Advisor

Vouch, Inc; San Francisco (CA); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation & equity

Health, dental, vision insurance

Wellness allowance

Professional development

Stock options

Job summary

Vouch is an insurance advisory and brokerage built for growing technology-focused companies. As part of the Early Stage Advisor Team, you will advise clients on insurance coverages, manage onboarding and vendor relationships, and help scale our sales processes with new products and technology.

This role blends client engagement with analytical, process-driven work. You will work in a hybrid setup with in-office presence required at least three days per week in our San Francisco, Chicago, or New

Qualifications

• 2+ years of sales or client-facing experience, preferably in insurance.
• Licensed Property & Casualty or license expected within 30 days of start.
• Strong communication and organizational skills.

Responsibilities

• Build trusted relationships with clients and onboard them to the Vouch platform.
• Assess risk profiles and advise on coverage with carriers.
• Manage client lifecycle from application to bind with carrier portals.
• Present customized insurance proposals to clients.
• Plan daily sales activities, respond to emails, and document in CRM.
• Provide timely responses and maintain a healthy sales pipeline.
• Conduct pipeline reviews with manager.

Skills

Client-facing sales

Communication skills

Agile / adaptable

Driven to outperform

Problem solving

Education

Active Property and Casualty License

Tools

Salesforce

Zendesk

Job description

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.

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.

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 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 our 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

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

• Competitive compensation and equity packages


• Health, dental, and vision insurance


• Wellness 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)

• 45‑minute phone call with our recruiting team


• Case study/technical screen


• 45 minute video interview with the hiring manager


• Executive chat

Compensation philosophy:

The On Target Earnings (OTE) for this role are $85,000 - $95,000 per year depending on experience.

($60,000 - $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 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] .