Account Manager at Vouch Insurance | CA, US | Rezi

Account Manager at Vouch Insurance

Account Manager

Vouch Insurance · CA, US

1 months ago

Account Manager

Vouch Insurance · CA, US

a month ago
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About the Role

As a Success team member, you will ensure customers have a great experience after purchasing coverage with Vouch. This position guides existing customers through insurance questions, handles day-to-day servicing of accounts, manages renewal business, supports client needs during coverage changes, and ensures a positive customer experience. We pride ourselves on making things fast, easy, and tailored for our customers, and you'll help scale our reputation for excellent customer service.

Responsibilities

  • Establish trusted relationships with customers
  • Retain existing Vouch clients during their renewal process
  • Analyze existing insurance packages and evaluate risk
  • Deliver consistent and timely follow-up in response to client requests and issues
  • Manage growing accounts, including advising clients on risk solutions and selling more products
  • Effectively use Direct Carrier and Wholesale Broker platforms to secure alternative quotes and manage existing policies, including the preparation and presentation of submissions
  • Construct and present customized insurance packages to clients
  • Ensure clients are comfortable with and able to utilize the tools/services available through the Vouch platform
  • Drive additional value by identifying follow-up opportunities for Vouch
  • Collaborate with billing and Policy Administration teams on client/carrier instructions and assist in collections as needed

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
  • Possess a 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
  • Ability to drive success through ambiguous and complex situations
  • Takes initiative to problem solve when meeting resistance
  • Exposure to and passion for early-stage startups and/or high-growth environments
  • A background in insurance or other regulated categories
  • Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals

Skills

  • Communication
  • Organization
  • Agility
  • Problem-solving
  • Customer service
  • Sales

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 2+ years

Salary/Compensations

  • $90,000 - $95,000 per year (OTE)
  • $65,000 - $70,000 base salary
  • $25,000 variable annual 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.