Brokerage Operations Associate

About Vouch:

At Vouch, we believe business insurance should move at the speed of innovation. Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage.

Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business insurance—just as Stripe transformed payments and Brex reimagined credit cards.

Our platform replaces complex, legacy processes with a streamlined, tailored approach to risk management. Advanced technology simplifies every step, while expert advisors negotiate coverage as dynamic as the industries we serve. With Vouch, clients get the right coverage at the right price—and a team that scales with them.

Why should you join our team and Vouch?

Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values-driven company. Our values are “Put People First,” “Listen, Challenge, and Grow,” “Face challenges head-on and win as a team,” and “Serve clients with integrity and excellence.”

What does a work environment look like at Vouch?

Vouch has employees located across the U.S., with offices in San Francisco, Chicago, and New York City. This role can be based anywhere in the U.S. as long as you can work our Vouch core collaboration hours (8:30 am-2:30 pm Pacific Time) when most internal meetings are held.

Role Responsibilities:

As a member of the Brokerage Operations team, you will play a key role in supporting the clients we serve through our brokerage operations workflows. You’ll support our broker team and operations to enhance value during the entire customer journey from initial sale, binding, and renewal processes, ensuring that closed deals contain the necessary and accurate information for binding. Additionally, you will assist customers and both internal and external stakeholders with service-related inquiries and requests post-bind, while also supporting our agency billing process.

This is a unique role in that you will be a part of a small and agile team that is rapidly growing and you will be able to hone your client facing skills while also learning about the back-end operations to scale a best-in-class brokerage. 

Job Duties: 

Being in Operations, this role is a bit of a swiss army knife. You will be tasked with a wide span of responsibilities, all supporting the operations of our brokerage.

• Deliver consistent, timely responses to client and internal/external stakeholder requests and inquiries.

• Bind policies internally, ensuring the accuracy and completeness of policy documentation.

• Triage specialty policy servicing requests, including cancellations, endorsements, billing inquiries, certificates of insurance, surplus lines filings, and other policy maintenance activities.

• Work closely with all stakeholders (wholesalers, carriers, or internal brokers) as needed to support policy maintenance activities.

• Coordinate with clients and billing partners to address billing-related matters, inquiries, and concerns.

• Identify and drive additional value through follow-up opportunities for the broker team, while supporting process improvements within the brokerage.

• Assist in documenting and refining day-to-day processes to improve operational efficiency.

About you:

• 2+ years experience in a fast-paced and customer service-oriented work environment

• 1+ year of experience in an insurance-related role

• Active/Current Property and Casualty License

• Strong communication and organizational skills

• Strong attention to detail both with written communication and data 

• Driven by solving problems and turning them into opportunities for improvement

• Dependable, positive, and action-oriented with excellent follow-through skills

• Able to deal well with ambiguity and maintain composure in complex situations

• Independent problem-solver and confident in seeking help when needed 

• Ability to track, prioritize and drive high volumes of policy servicing requests

Nice to have:

• Bachelor's Degree in Business, Communications or a related field 

• Exposure to and passion for early-stage startups and/or high growth environments

• Prior experience working in CRMs or Agency Management Systems (Salesforce, Veruna)

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 (Unlimited PTO)

• 🎨 🧠 Wellness allowance ($80/month)

• 📲 🛜 Technology allowance ($100/month)

• 📚 Professional Development ($500/Yr)

• 💻 🎧 Home office setup (One-time $500)

• 🏫 📈 L&D: Partnerships with Ethena, Hone, and monthly Lunch & Learns

• 🏳️‍🌈 ♀️ 🤝 Employee Groups: Vouch supports various employee groups to foster an inclusive, equitable workplace and create affirming, empowering, employee-centered spaces for conversation, community, and support. These groups include Pride @ Vouch, Women @ Vouch, Black @ Vouch, Virtual Connections, Pop Culture, Pets of Vouch, Skincare, Astrology, Plants, etc.

• 🧘 💲 Wellbeing: Voucher’s have access to many wellbeing perks, including Calm, Peloton, Headspace, Fetch, OneMedical, SoFi, etc.

• 📊 Annual performance reviews with quarterly check-ins: Vouch conducts quarterly review discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.

What to expect in the interview process:

• 30-minute phone call with our recruiting team

• 30-minute Zoom interview with the hiring manager

• Meet the team! 3-4  1:1 Zoom meetings with  team members you’d work closely with

Salary Range:

The pay range for this role is: $55,000 to $60,000 per year  (paid hourly).

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.

Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal-opportunity employer and celebrate the diversity of our growing team. 

If you require reasonable accommodation to complete this application, interview, complete any pre-employment testing, or otherwise participate in the employee selection process, please direct your inquiries to [email protected].