Insurance Advisor
About The Position
As a member of the Early Stage Advisor Team, you will be responsible for ensuring our clients have a great experience through the sales and onboarding process. Insurance Advisors interact directly with our clients through email, video calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage. 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 while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology.
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
- Possesses 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 obtained within 30 days of start date
- Ability to drive success through ambiguous and complex situations
- Takes initiative to problem solve when meeting resistance
Nice To Haves
- Knowledge of Commercial P&C coverage lines
- Exposure to and passion for early-stage startups and/or high growth environments
- Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.)
- Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals
Responsibilities
- Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
- Assess our clients’ risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage
- Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals
- Construct and present customized insurance proposals to clients
- Plan and execute daily sales activities such as conducting video calls with clients, responding to emails, and maintaining appropriate documentation in our CRM
- Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues
- Maintain a healthy pipeline and conduct pipeline reviews with your manager
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+
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
