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About the Role
Manage a ~$6M book of commercial insurance clients, acting as their primary point of contact and trusted advisor. Deliver expert service to drive client satisfaction, retention, and long-term partnerships. Advise clients on risk profiles, analyze coverage needs, and recommend tailored insurance solutions. Lead the renewal process, identify upsell/cross-sell opportunities, and collaborate with internal teams to ensure optimal coverage and seamless execution. Support new business onboarding and contribute to internal process improvements.
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.
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 preference for prior working experience in Cyber/Tech E&O, Management Liability (D&O/EPLI, etc.), Business Owners Package (BOP) and GL/Property, and Workers’ Compensation
- 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
Skills
- Account Management
- Commercial Insurance
- Client Relationship Management
- Risk Analysis
- Insurance Solutions
- Sales
- Communication
- Organization
- Problem-Solving
- Time Management
- Cyber/Tech E&O
- Management Liability
- Business Owners Package
- General Liability
- Property Insurance
- Workers’ Compensation
Location
- San Francisco
- New York
- Chicago
Work Type
- Full-time
Experience Level
- 5+ years
Salary/Compensations
- San Francisco & New York: $120,000 - $140,000 + 20% variable annual bonus
- Chicago: $100,000 - $120,000 + 20% variable annual bonus
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.
About the Company
- Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities.
Equal Opportunity
- We are an equal-opportunity employer and celebrate the diversity of our growing team.
- If you require reasonable accommodation to complete this application, interview, complete any pre-employment testing, or otherwise participate in the employee selection process, please direct your inquiries to recruiting@vouch.us.