Brokerage Operations Associate

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.

• Prior experience working (Salesforce, Veruna)

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

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

• 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

(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
  
  

• 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.