Insurance Brokerage Operations Specialist (Hybrid)

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

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.