Vouch Recruitment

Insurance Advisor

Vouch Recruitment

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • California • Illinois • United States

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Salary

💰 $60,000 - $65,000 per year

About the role

  • Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform
  • Assess our clients’ risk profiles, advise them 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
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 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
communication skillsorganizational skillsagilitycompetitive drivedependabilitypositivitydetail-orientedfollow-throughinitiativeproblem-solving
Certifications
Property and Casualty License