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About the Role
As a member of the Early Stage Advisor Team, you will ensure clients have a great experience through the sales and onboarding process. You will interact directly with clients to advise them on appropriate coverages and help them satisfy third-party contract requirements. You will be responsible for scaling our reputation for customer experience and service while playing a key part in the growth and expansion of the team through new products, processes, and technology.
Responsibilities
- Establish trusted relationships with customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
- Assess client risk profiles, advise 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
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
Skills
- Sales
- Brokerage
- Customer service
- Client-facing experience
- Insurance industry
- Communication skills
- Organizational skills
- Agility
- Fast-paced environment adaptability
- Competitive drive
- Detail-oriented
- Follow-through skills
- Problem-solving
- Commercial P&C coverage lines knowledge
- Early-stage startups knowledge
- High growth environments knowledge
- CRM experience
- Multiple communication tools experience
- Quota-carrying role experience
- Achieving individual quantitative goals experience
Location
- Remote
Work Type
- Full-time
- Hourly
- Non-exempt
Experience Level
- 2+ years
Salary/Compensations
- $85,000 - $95,000 per year (OTE)
- $60,000 - $70,000 base salary
- $25,000 variable compensation
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
- Stock options
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.