Why this role matters: As a member of the Brokerage Operations team, you will play a critical role in supporting our clients across brokerage workflows. You will partner with brokers and cross-functional teams to deliver value throughout the entire customer lifecycle — from initial sale through binding, billing, and renewals. You will also support clients and internal and external stakeholders with post-bind service requests and ongoing policy maintenance. This role offers the opportunity to join a growing, agile team where you will gain deep exposure to the operational systems and processes that power a best-in-class brokerage.
What you'll do:
- Being in Operations, this role is a bit of a swiss army knife supporting a wide range of brokerage activities.
- Deliver timely, consistent responses to client and internal/external stakeholder inquiries
- Maintain and update policy data and documentation within our AMS and CRM, ensuring accuracy and completeness
- Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and other policy maintenance activities
- Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives
- Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance
- Coordinate with clients and billing partners to resolve billing-related matters
- Identify opportunities to add value for brokers through proactive follow-ups and operational improvements
- Assist in documenting and refining day-to-day processes to improve operational efficiency
About you:
- 2+ years of experience in a fast-paced, customer service-oriented environment
- 1+ year of experience in an insurance-related role
- Active Property & Casualty Insurance License
- Strong communication and organizational skills
- Exceptional attention to detail
- Driven by problem-solving and continuous improvement
- Dependable, positive, and action-oriented with strong follow-through
- Comfortable operating in ambiguity and maintaining composure in complex situations
- Independent problem-solver who knows when to seek guidance
- Ability to prioritize and manage high volumes of requests
Nice to have:
- Prior experience working (Salesforce, Veruna)
- Exposure to and passion for early-stage startups and/or high-growth environments
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
- Executive chat
Compensation philosophy:
- The base salary for this role varies by location.
- San Fransisco & New York: $70,000 - $75,000 per year
- Chicago: $65,000 - $70,000 per year
- 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 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.