Associate Director, Client Management

Vouch•San Francisco, CA

1d•Remote

About The Position

Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture-backed companies. Lead end-to-end renewal strategy—including proactive risk advisory, coverage gap analysis, and client-facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products). Drive retention and revenue expansion by identifying upgrade and cross-sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it. Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions. Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions. Support new business by engaging during late-stage sales conversations and ensuring a high-quality handoff from Sales that sets the client relationship up for long-term success. Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross-functional coordination without close managerial oversight. Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales. Leverage AI-powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.

Requirements

5+ years of commercial insurance brokerage experience, with a demonstrated track record of independently managing a complex P&C book.
Deep coverage knowledge across General Liability, Management Liability, Cyber/Tech E&O, and Professional Liability—able to lead substantive coverage conversations with C-suite executives without support.
Active P&C License required.
Proven ability to manage high-touch client relationships at Series A–C companies or equivalent complexity, with direct experience navigating funding-stage triggers, board-level dynamics, and rapid growth environments.
Strong retention and growth track record—can point to specific accounts retained, expanded, or recovered through proactive advisory.
Operates autonomously: sets priorities, manages workload, and makes quality decisions with limited managerial direction.
Excellent communicator—able to translate complex insurance concepts into plain language for non-expert audiences and influence internal stakeholders across functions.
Comfortable with ambiguity and changing conditions; adapts quickly without losing quality or client focus.

Nice To Haves

Exposure to and passion for early-stage startups and/or high-growth environments.
Experience with Fintech, Web3, SaaS, Enterprise AI, and Professional Services accounts.

Responsibilities

Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture-backed companies.
Lead end-to-end renewal strategy—including proactive risk advisory, coverage gap analysis, and client-facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products).
Drive retention and revenue expansion by identifying upgrade and cross-sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it.
Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions.
Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions.
Support new business by engaging during late-stage sales conversations and ensuring a high-quality handoff from Sales that sets the client relationship up for long-term success.
Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross-functional coordination without close managerial oversight.
Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales.
Leverage AI-powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.

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.