Senior Client Manager

Vouch•San Francisco, CA

7d•Remote

About The Position

The Senior Client Manager will own and manage a book of commercial insurance clients, serving as their primary point of contact and trusted advisor. This role involves delivering proactive, timely, and expert service to drive client satisfaction, retention, and long-term partnerships. The Senior Client Manager will advise clients on evolving risk profiles, analyze coverage needs, and recommend tailored insurance solutions. Key responsibilities include leading the end-to-end renewal process, identifying opportunities for account expansion (upsell and cross-sell), and collaborating with the Placements team for optimal coverage structures. The role also supports new business by partnering with Sales during late-stage deals and onboarding, and contributes to internal process improvements. The ideal candidate has 5+ years of Account Management experience in Commercial Insurance, preferably with technology companies, and a strong track record of retention and growth with Middle Market accounts. Experience in Cyber/Tech E&O, Management Liability, BOP/GL/Property, and Workers’ Compensation is highly preferred. Strong communication, organizational, and problem-solving skills are essential, as is a proactive and detail-oriented approach. An active Property and Casualty License is required.

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

Prior working experience in the following commercial lines: Cyber/Tech E&O, Management Liability (D&O/EPLI, etc.), Business Owners Package (BOP) and GL/Property, Workers’ Compensation
Exposure to and passion for early-stage startups and/or high-growth environments
A background in handling Fintech and/or Web3-related accounts

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.