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Vouch Insurance · 1 day ago

Insurance Advisor

Buffalo-Niagara Area

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $65K/yr

2+ years exp

Vouch Insurance is a tech-enabled insurance advisory and brokerage that supports growing companies in technology, life sciences, and professional services. The Insurance Advisor will be responsible for ensuring clients have a great experience during the sales and onboarding process, advising them on appropriate coverages and managing the client lifecycle.

FinanceFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

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

Qualification

PropertyCasualty LicenseSales ExperienceClient Relationship ManagementCRM ExperienceCommunication SkillsAgility in Fast-Paced EnvironmentOrganizational SkillsProblem SolvingDetail-Oriented

Required

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

Preferred

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

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+, 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.