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About the Role
As a member of the Brokerage Operations team, you will play a critical role in supporting clients across brokerage workflows. You will partner with brokers and cross-functional teams to deliver value throughout the customer lifecycle and support clients with post-bind service requests and ongoing policy maintenance. This role offers the opportunity to join a growing, agile team where you will gain deep exposure to the operational systems and processes that power a best-in-class brokerage.
Responsibilities
- Deliver timely, consistent responses to client and internal/external stakeholder inquiries
- Maintain and update policy data and documentation within our AMS and CRM, ensuring accuracy and completeness
- Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, filings, and other policy maintenance activities
- Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives
- Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance
- Coordinate with clients and billing partners to resolve billing-related matters
- Identify opportunities to add value for brokers through proactive follow-ups and operational improvements
- Assist in documenting and refining day-to-day processes to improve operational efficiency
Requirements
- 2+ years of experience in a fast-paced, customer service-oriented environment
- 1+ year of experience in an insurance-related role
- Active Property & Casualty Insurance License
- Strong communication and organizational skills
- Exceptional attention to detail
- Driven by problem-solving and continuous improvement
- Dependable, positive, and action-oriented with strong follow-through
- Comfortable operating in ambiguity and maintaining composure in complex situations
- Independent problem-solver who knows when to seek guidance
- Ability to prioritize and manage high volumes of requests
Skills
- Salesforce
- Veruna
Location
- San Francisco
- New York
- Chicago
Work Type
- Hourly
- Non-exempt
Experience Level
- 2+ years of experience
- 1+ year of experience
Salary/Compensations
- San Fransisco & New York: $70,000 - $75,000 per year
- Chicago: $65,000 - $70,000 per year
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.
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.