Vouch is the risk advisor that powers ambition. We’re a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Backed by Index, Y Combinator and 500 Global.
About the role
As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. This position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers.
What they're looking for
- 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
More about this role
As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. This position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers.
We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You’ll be responsible for helping us scale that reputation.
- 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...
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