Insurance Advisor

Hybrid (New York, New York, US)Hybridmid

OtherAdvisor

0 views0 saves0 applied

Apply Now

Quick Summary

Key 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.

Requirements Summary

Establish trusted relationships with our customers, ensuring they are comfortable with and

Technical Tools

OtherAdvisor

Responsibilities

~1 min read

→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

Nice to Have

~1 min read

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

What We Offer

~2 min read

✓💰 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.

(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)

#LI-HT1