Account Manager

Vouch•San Francisco, CA

13d•Remote

About The Position

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.

Requirements

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
Ability to drive success through ambiguous and complex situations
Takes initiative to problem solve when meeting resistance

Nice To Haves

Exposure to and passion for early-stage startups and/or high-growth environments
A background in insurance or other regulated categories
Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals

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, 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

Benefits

Competitive compensation and equity packages
Health, dental, and vision insurance
Parental leave
Flexible vacation time
Wellness allowance
Technology 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.