Insurance Advisor

Vouch$85K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of sales or client-facing experience, preferably in the insurance industry
  • Strong communication and organizational skills
  • Ability to thrive in a fast-paced environment
  • Competitive drive for personal and team improvement
  • Detail-oriented with excellent follow-through skills
  • Active Property and Casualty License or willingness to obtain within 30 days
  • Capability to navigate complex and ambiguous situations

Responsibilities

  • Establish trusted relationships with clients to enhance their experience on the Vouch platform
  • Assess client risk profiles and recommend risk management practices
  • Manage the client lifecycle from application to coverage binding
  • Construct and present tailored insurance proposals to clients
  • Execute daily sales activities including video calls and follow-ups
  • Provide timely responses and support for client inquiries
  • Maintain a healthy sales pipeline and participate in reviews

Benefits

  • Health, dental, and vision insurance
  • Parental leave
  • Flexible vacation time
  • Wellness allowance
  • Technology allowance
  • Company-sponsored professional development
  • Access to wellbeing resources
  • Caregiver support through FSA and Care.com membership
  • Regular performance reviews and promotion opportunities
Full Job Description
Role Responsibilities:

As a member of the Early Stage Advisor Team, you will be responsible for ensuring our clients have a great experience through the sales and onboarding process. Insurance Advisors interact directly with our clients through email, video calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage.

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 while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology.

What you'll do:

  • 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

About you:

  • 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

Nice to have:

  • Knowledge of Commercial P&C coverage lines
  • Exposure to and passion for early-stage startups and/or high growth environments
  • Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.)
  • Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals

Vouch provides several benefits to help you bring your best self to work:

  • 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.


What to expect in a typical interview process:

(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
  • Meet the team! 30-45 min 1:1 video discussion with 3-4 team members you'd work closely with in the role
  • Executive chat (role dependent)

#LI-HT1

Compensation philosophy:

The On Target Earnings (OTE) for this role are $85,000 - $90,000 per year depending on experience.
($60,000 - $65,000 base salary + $25,000 variable compensation)

The base salary listed in the job posting represents what you can expect to earn on an annualized basis. This role is hourly and non-exempt, with overtime eligibility for hours worked over 40 in a week.

Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future.

The pay range for this role is:

85,000 - 90,000 USD per year (Chicago Office)

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