Insurance Advisor

• →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
  
  

• 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
  
  

• 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
  
  

(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
• 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 (role dependent)

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