Vouch Insurance is a tech-enabled insurance advisory and brokerage that provides tailored solutions for growing companies. The Client Manager will manage a portfolio of commercial insurance clients, delivering expert service and driving client satisfaction while collaborating with internal teams to optimize coverage and support new business efforts.
Responsibilities
- Own and manage a ~$4M annual GWP book of commercial insurance clients, serving as their primary point of contact and trusted advisor
- Deliver proactive, timely, and expert service that drives client satisfaction, retention, and long-term partnership
- Advise clients on evolving risk profiles, analyze coverage needs, and recommend tailored insurance solutions aligned with their business goals
- Engage in retention and renewal efforts by leading the end-to-end renewal process and proactively identifying opportunities to round out accounts
- Drive expansion by surfacing upsell and cross-sell opportunities, and coordinating closely with producers to grow your portfolio
- Collaborate with the Placements team to secure optimal coverage structures, bring client context to market strategy, and ensure seamless execution
- Support new business by partnering with Sales during late-stage deals and onboarding to ensure a smooth client handoff and setup
- Contribute to internal process and tooling development by surfacing insights that improve scalability and efficiency
Skills
- 1-2 years of Account Management experience within the Commercial Insurance space, ideally with exposure to technology companies
- Active/Current Property and Casualty License
- Strong track record of retention & growth of complex Middle Market accounts
- Strong preference for prior working experience in the following commercial lines: Business Owners Package (BOP) and GL/Property, Cyber/Tech E&O, Management Liability (D&O/EPLI, etc.), Workers' Compensation
- Strong communication and organizational skills
- Dependable, coachable, proactive, positive, and detail-oriented with excellent follow-through skills
- Able to deal well with ambiguity and maintain composure in complex situations
- Strong Sales, Communication, and Marketing skills are critical; must be able to demonstrate success in managing tight time frames and high volumes of work
- Exposure to and passion for early-stage startups and/or high-growth environments
- A background in handling Technology, Fintech, AI, Web3, Manufacturing and/or Health & Life Science accounts
Benefits
- 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.
Company Overview
- Insurance... sounds slow, old-fashioned, and unexciting. Exactly. It was founded in 2018, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.vouch.us.