Account Manager

Hybrid (San Francisco, California, US)Hybridmid

SalesAccount Manager

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Quick Summary

Overview

About Vouch: 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,

Technical Tools

SalesAccount Manager

Responsibilities

~1 min read

→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

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

~1 min read

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

What We Offer

~2 min read

✓💰 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.

(Please note these steps may vary slightly depending on the role)

30-minute phone call with our recruiting team
30-45 minute video interview with the hiring manager
Case study/technical screen
Meet the team! 30-45 min 1:1 video discussion with 3-4 team members you’d work closely with in the role

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