Insurance Advisor, Startups

Posted 4 Hours Ago
Be an Early Applicant
Chicago, IL
85K-90K Annually
Junior
Fintech • Insurance • Financial Services
Vouch is a next-generation insurance provider.
The Role
As an Insurance Advisor at Vouch, you will ensure positive client experiences during the sales and onboarding process. Responsibilities include advising clients on coverage, establishing relationships, and using insurance platforms to manage applications and proposals. You will be expected to maintain communication and follow-up with clients to uphold the company's reputation for excellent service.
Summary Generated by Built In

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 Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage.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 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?

This role is based in our Chicago office. We require the team members to be in the office at least two days per week (Monday and Thursday) to foster close collaboration and team building.

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, Zoom 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. 

Job Duties: 

  • Establish trusted relationships with our customers

  • Assess our clients’ risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage

  • Effectively use Direct Carrier and Wholesale Broker platforms to submit applications, secure quotes, and bind coverage

  • Construct and present customized insurance proposals to clients

  • Plan and execute daily sales activities such as conducting Zoom 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

  • Ensure clients are comfortable with and able to utilize the tools/services available through the Vouch platform

About you:

  • Bachelor's degree

  • 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

  • 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 ($80/month)

  • 📲 🛜 Technology allowance ($100/month)

  • 📚 Professional Development ($500/Yr)

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

  • 🏫 📈 L&D: Partnerships with Ethena 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  Peloton, Fetch, OneMedical, SoFi, etc.

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


Salary Range:
The pay for this role is $85,000-$90,000 per year, including on-target variable pay.

Vouch believes in putting our people first, and building a diverse team is at the front of everything that 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 a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected].

Top Skills

Salesforce
Zendesk
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The Company
Chicago, IL
200 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

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 Work With Us

Vouch is disrupting a very large market with a world-class team. We believe in putting our people first and are just getting going on our journey.

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Vouch Insurance Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 2 days a week
Chicago, IL
New York, NY
San Francisco, CA
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