Strategic Insurance Account Manager

Vouch Insurance; San Francisco (CA); Hybrid; USD 90,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Equity

Parental leave

Flexible vacation

Wellness allowance

Technology allowance

Development programs

L&D partnerships

Wellbeing perks

Caregiver support

Performance reviews

Job summary

Vouch Insurance in San Francisco is seeking a results‑driven Success Advocate to guide existing customers through coverage questions, renewals, and day‑to‑day servicing after purchase. You’ll help clients get the most from their policies and scale the company’s reputation for exceptional service.

Join a fast‑growing team with a collaborative culture, competitive compensation, and benefits. The role requires strong communication, a client‑obsessed mindset, and the ability to manage multiple

Qualifications

• 2+ years of sales, brokerage, customer service, or other client-facing experience in insurance.
• Strong communication and organizational skills.
• Able to thrive in a fast-paced environment.
• Competitive drive to outperform peers and continuously improve skills.
• Dependable, positive, detail-oriented with excellent follow-through.
• Active/Current Property and Casualty License.
• Ability to navigate ambiguous and complex situations.
• Takes initiative to problem solve when meeting resistance.

Responsibilities

• Establish trusted relationships with our customers.
• Retain existing Vouch clients during their renewal process.
• Analyze existing insurance packages and evaluate risk.
• Deliver consistent and timely follow-up in response to client requests and issues.
• Manage growing accounts, advising clients on risk solutions and selling more products.
• Use Direct Carrier and Wholesale Broker platforms to secure quotes and manage policies.
• Construct and present customized insurance packages to clients.
• Ensure clients are comfortable with and able to use the Vouch platform.
• Drive additional value by identifying follow-up opportunities for Vouch.
• Collaborate with billing and Policy Administration teams on client/carrier instructions.

Skills

Communication

Organizational skills

Agility

Initiative

Reliability

Follow-through

Ambiguity handling

Education

Property & Casualty License

Job description

Vouch Insurance in San Francisco is seeking a results‑driven Success Advocate to guide existing customers through coverage questions, renewals, and day‑to‑day servicing after purchase. You’ll help clients get the most from their policies and scale the company’s reputation for exceptional service.

Join a fast‑growing team with a collaborative culture, competitive compensation, and benefits. The role requires strong communication, a client‑obsessed mindset, and the ability to manage multiple