Placements Specialist

Vouch Insurance; San Francisco (CA); On-site; USD 90,000 - 112,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental, and vision insurance

Parental leave

Flexible vacation time

Wellness allowance

Technology allowance

Learning & development programs

Wellbeing perks

Dependent care FSA

Performance reviews

Job summary

Vouch Insurance is seeking a Placements Broker in the San Francisco area with 3-5 years of experience placing insurance risks for small businesses. You will place Cyber, Professional Liability, Management Liability, and P&C lines, while drafting submissions and negotiating terms for clients.

You’ll analyze client needs, stay current on market trends, and collaborate with Sales and Client Services to ensure accurate quotes and seamless servicing. A P&C license is required.

Qualifications

• 1-3 years of insurance industry experience, preferably in a brokerage or underwriting environment.
• Experience placing or supporting Cyber Liability, Professional Liability, Management Liability, and P&C policies.
• Excellent verbal and written communication skills, with the ability to explain complex coverage concepts clearly.
• Strong negotiation and problem-solving skills.
• Proficiency with insurance brokerage management systems and Google Suite.
• Active Property & Casualty (P&C) license.

Responsibilities

• Place all lines of business (Cyber, Professional Liability, Management Liability, GL, etc.) for clients
• Support Sales and Client Managers by analyzing client needs and exposures to develop placement strategies that align with their risk profile
• Draft and submit submissions to underwriters and negotiate terms and pricing on behalf of clients
• Review quotes, binders, and policies for accuracy and completeness
• Build and maintain strong relationships with insurance carriers and underwriters
• Stay current on market trends, carrier appetite, and coverage developments within the relevant product lines
• Collaborate with sales executives and client service teams to ensure seamless handoff and servicing of accounts
• Provide guidance to clients on coverage options and risk management strategies

Skills

Negotiation

Communication

Risk analysis

Client needs analysis

Education

Active Property & Casualty (P&C) license

Tools

G Suite

Brokerage software

Job description

Why this role matters:

We are seeking an enthusiastic and detail-oriented Placements Broker with 3-5 years’ experience placing insurance risks for small businesses. This is an excellent opportunity for an experienced insurance professional to join a dynamic and client-focused team.

The successful candidate will have hands-on experience working with Cyber Liability, Professional Liability (E&O), and Management Liability (D&O, EPLI, Fiduciary), and Commercial (GL, BOP, etc.) insurance products. This role involves developing tailored solutions for clients and working closely with underwriters to secure the most competitive and comprehensive coverage available.

What You’ll Do:

• Place all lines of business (Cyber, Professional Liability,Management Liability, GL, etc.) for clients
• Support Sales and Client Managers by analyzing client needs and exposures to develop placement strategies that align with their risk profile
• Draft and submit submissions to underwriters and negotiate terms and pricing on behalf of clients
• Review quotes, binders, and policies for accuracy and completeness
• Build and maintain strong relationships with insurance carriers and underwriters
• Stay current on market trends, carrier appetite, and coverage developments within the relevant product lines
• Collaborate with sales executives and client service teams to ensure seamless handoff and servicing of accounts
• Provide guidance to clients on coverage options and risk management strategies

About You:

• 1-3 years of insurance industry experience, preferably in a brokerage or underwriting environment
• Demonstrated experience placing or supporting the placement of Cyber Liability, Professional Liability, Management Liability, and P&C (GL, BOP, etc.) policies
• Excellent verbal and written communication skills, with the ability to explain complex coverage concepts clearly
• Strong negotiation and problem-solving skills
• Proficiency with insurance brokerage management systems and Google Suite
• Active Property & Casualty (P&C) license

Nice To Have:

• Enterprise, SaaS, AI, and Professional Services experience and interest.
• Exposure to and passion for early-stage startups and/or high-growth environments
• Experience working in a fast-paced brokerage environment.
• Strong analytical skills with an attention to detail.

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 allowanceCompany-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. In addition to base salary, this role is eligible for a variable annual bonus.

• San Francisco & New York: $90,000 - $112,000 + 15% variable annual bonus
• Chicago: $84,000 - $100,000 + 15% variable annual bonus

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].