
Account Manager
Vouch Recruitment
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • New York • United States
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Salary
💰 $65,000 - $70,000 per year
About the role
- Establish trusted relationships with our 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
- Nice to have: 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.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance analysisrisk evaluationaccount managementsalesclient retentionpolicy preparationsubmission presentationproblem solvingquota achievement
Soft Skills
communicationorganizationalagilitycompetitive drivedependabilitypositivitydetail-orientedinitiativefollow-through
Certifications
Property and Casualty License