Senior Client Manager
About The Position
Own and manage a ~$6M annual book of commercial insurance clients, serving as their primary point of contact and trusted advisor. Deliver proactive, timely, and expert service that drives client satisfaction, retention, and long-term partnership. Advise clients on evolving risk profiles, analyze coverage needs, and recommend tailored insurance solutions aligned with their business goals. Engage in retention and renewal efforts by leading the end-to-end renewal process and proactively identifying opportunities to round out accounts. Drive expansion by surfacing upsell and cross-sell opportunities, and coordinating closely with producers to grow your portfolio. Collaborate with the Placements team to secure optimal coverage structures, bring client context to market strategy, and ensure seamless execution. Support new business by partnering with Sales during late-stage deals and onboarding to ensure a smooth client handoff and setup. Contribute to internal process and tooling development by surfacing insights that improve scalability and efficiency.
Requirements
- 5+ years of Account Management experience within the Commercial Insurance space, ideally with exposure to technology companies
- Strong track record of retention & growth of complex Middle Market accounts
- Strong communication and organizational skills
- Dependable, coachable, proactive, positive, and detail-oriented with excellent follow-through skills
- Able to deal well with ambiguity and maintain composure in complex situations
- Strong Sales, Communication, and Marketing skills are critical; must be able to demonstrate success in managing tight time frames and high volumes of work
- Active/Current Property and Casualty License
Nice To Haves
- Exposure to and passion for early-stage startups and/or high-growth environments
- A background in handling Fintech and/or Web3-related accounts
- Cyber/Tech E&O
- Management Liability (D&O/EPLI, etc.)
- Business Owners Package (BOP) and GL/Property
- Workers’ Compensation
Responsibilities
- Own and manage a ~$6M annual book of commercial insurance clients, serving as their primary point of contact and trusted advisor.
- Deliver proactive, timely, and expert service that drives client satisfaction, retention, and long-term partnership.
- Advise clients on evolving risk profiles, analyze coverage needs, and recommend tailored insurance solutions aligned with their business goals.
- Engage in retention and renewal efforts by leading the end-to-end renewal process and proactively identifying opportunities to round out accounts.
- Drive expansion by surfacing upsell and cross-sell opportunities, and coordinating closely with producers to grow your portfolio.
- Collaborate with the Placements team to secure optimal coverage structures, bring client context to market strategy, and ensure seamless execution.
- Support new business by partnering with Sales during late-stage deals and onboarding to ensure a smooth client handoff and setup.
- Contribute to internal process and tooling development by surfacing insights that improve scalability and efficiency.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
