
Account Manager
Vouch Insurance · San Francisco Bay Area
- On site
- Full-time
- $95,000 / year
- San Francisco Bay Area
Job highlights
- Manage and grow existing client accounts.
- Provide excellent customer service post-purchase.
- Analyze insurance packages and evaluate risk.
- Collaborate with internal teams for client needs.
- Drive account value and identify new opportunities.
About the role
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, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.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 "Be Client Obsessed", "Own it together", "Act with integrity and empathy", "Stay Curious and Grow", and "Empower People."What does a work environment look like at Vouch?
Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. This role is aligned to our SF or NY office. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.Why This Role Matters
As a Success team member, you will be responsible for ensuring our customers have a great experience after purchasing coverage with Vouch. This position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers. 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.What You'll Do
- 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
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
- 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
- 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
Benefits
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
- 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
Compensation Philosophy
The On Target Earnings (OTE) for this role are $90,000 - $95,000 per year depending on experience. ($65,000 - $70,000 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. 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 recruiting@vouch.us.The Pay Range For This Role Is
$90,000 - $95,000 USD per year (Hybrid (New York, New York, US)) $90,000 - $95,000 USD per year (Hybrid (San Francisco, California, US))Key skills/competency
- Account Management
- Client Relationship Management
- Insurance Sales
- Customer Service
- Risk Management
- Sales Strategy
- Client Retention
- Cross-selling
- Insurance Brokerage
- Account Servicing
Skills & topics
- Account Manager
- Insurance
- Sales
- Customer Service
- Client Relations
- Risk Management
- Brokerage
- Account Management
- Client Retention
- Insurance Sales
How to get hired
- Tailor your resume: Highlight 2+ years of client-facing experience, insurance industry background, and a Property and Casualty License.
- Address core responsibilities: Emphasize your ability to build relationships, manage accounts, analyze risk, and drive retention.
- Showcase soft skills: Mention your communication, organizational, agility, and problem-solving abilities in a fast-paced environment.
- Prepare for interviews: Expect a phone screen, hiring manager interview, case study, and team discussions.
- Ask insightful questions: Inquire about team dynamics, growth opportunities, and Vouch's impact on clients.
Technical preparation
Review P&C license requirements and best practices.,Understand insurance package analysis and risk evaluation.,Familiarize yourself with carrier and broker platforms.,Practice using Vouch's platform tools and services.
Behavioral questions
Describe a time you built a trusted client relationship.,How do you handle client requests and issues?,Share an example of managing a growing account.,How do you drive value and identify opportunities?
Frequently asked questions
- What is the typical compensation for an Account Manager at Vouch Insurance?
- The On Target Earnings (OTE) for the Account Manager role at Vouch Insurance range from $90,000 to $95,000 per year, which includes a base salary of $65,000 - $70,000 and $25,000 in variable compensation. This is a competitive package that also includes stock options and comprehensive benefits.
- What is the work arrangement for the Account Manager position at Vouch?
- This Account Manager role at Vouch Insurance offers a hybrid work arrangement. Team members are expected to be in the office at least three days per week, specifically Tuesdays, Wednesdays, and Thursdays, to foster collaboration. The role is aligned to either the San Francisco or New York City office.
- What are the key responsibilities of an Account Manager at Vouch Insurance?
- The Account Manager at Vouch Insurance is responsible for ensuring a great customer experience post-purchase. This includes guiding clients on insurance questions, day-to-day account servicing, managing renewals, supporting coverage changes, and helping to scale Vouch's reputation for excellent customer service.
- What qualifications are required for the Account Manager role at Vouch?
- Candidates for the Account Manager position should have at least 2 years of experience in sales, brokerage, customer service, or another client-facing role, preferably within the insurance industry. An active Property and Casualty License is also required. Strong communication, organizational skills, and the ability to thrive in a fast-paced, ambiguous environment are essential.
- What is Vouch Insurance's approach to diversity and inclusion?
- Vouch Insurance is committed to building a diverse team and welcomes individuals from various backgrounds, experiences, and perspectives. They are an equal-opportunity employer and celebrate the diversity of their growing team, believing that putting people first is key to their success.
- What kind of benefits does Vouch Insurance offer its employees?
- Vouch Insurance offers a comprehensive benefits package including competitive compensation and equity, health, dental, and vision insurance, parental leave, flexible vacation time, wellness and technology allowances, professional development opportunities, and various wellbeing and caregiver support programs.
- How does Vouch Insurance use technology in its operations?
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