Associate Director, Client Management

Vouch Recruitment

Associate Director managing strategic commercial insurance accounts and advising venture-backed companies. Leading renewal strategies and driving retention in a hybrid work environment.

Posted 7/9/2026full-timeSan Francisco • California, Illinois, New York • 🇺🇸 United StatesSenior💰 $140,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture-backed companies.
Lead end-to-end renewal strategy—including proactive risk advisory, coverage gap analysis, and client-facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products).
Drive retention and revenue expansion by identifying upgrade and cross-sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it.
Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions.
Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions.
Support new business by engaging during late-stage sales conversations and ensuring a high-quality handoff from Sales that sets the client relationship up for long-term success.
Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross-functional coordination without close managerial oversight.
Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales.
Leverage AI-powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.

Requirements

What you’ll need

5+ years of commercial insurance brokerage experience, with a demonstrated track record of independently managing a complex P&C book.
Deep coverage knowledge across General Liability, Management Liability, Cyber/Tech E&O, and Professional Liability—able to lead substantive coverage conversations with C-suite executives without support.
Active P&C License required.
Proven ability to manage high-touch client relationships at Series A–C companies or equivalent complexity, with direct experience navigating funding-stage triggers, board-level dynamics, and rapid growth environments.
Strong retention and growth track record—can point to specific accounts retained, expanded, or recovered through proactive advisory.
Operates autonomously: sets priorities, manages workload, and makes quality decisions with limited managerial direction.
Excellent communicator—able to translate complex insurance concepts into plain language for non-expert audiences and influence internal stakeholders across functions.
Comfortable with ambiguity and changing conditions; adapts quickly without losing quality or client focus.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Risk AdvisoryCoverage Gap AnalysisClient-Facing Program RecommendationsComplex Coverage ConversationsCross-Sell OpportunitiesFunding Stage IntelligenceHigh-Touch Client ManagementProactive AdvisoryWorkflow ImprovementAI-Powered Tools Utilization

Soft Skills

Excellent CommunicationAdaptabilityIndependenceDecision-MakingMentoring

Certifications

Active P&C License