Account Manager

About Vouch:

Vouch is the risk advisor 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 $225M 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 “Put People First,” “Listen, Challenge, and Grow,” “Face challenges head-on and win as a team,” and “Serve clients with integrity and excellence.”

What does a work environment look like at Vouch?

This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least two days per week (Monday and Thursday) to foster close collaboration and team building.

Role Responsibilities: 

As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. This position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers.

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. 

Job Duties: 

• 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, including advising clients on risk solutions and selling more products
• Effectively use Direct Carrier and Wholesale Broker platforms to secure alternative quotes and manage existing policies, including the preparation and presentation of submissions
• Construct and present customized insurance packages to clients
• Ensure clients are comfortable with and able to utilize the tools/services available through the Vouch platform
• Drive additional value by identifying follow-up opportunities for Vouch
• Collaborate with billing and Policy Administration teams on client/carrier instructions and assist in collections as needed

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
• Possess a 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 ability to pass licensing examinations within 30 days of start date
• Ability to drive success through ambiguous and complex situations 
• Takes initiative to problem solve when meeting resistance
• Bachelor's degree

Nice to have:

• Exposure to a