Brokerage Operations Associate
Posted on 5/12/2023
INACTIVE
Vouch Insurance

51-200 employees

Business insurance for tech companies
Company Overview
Vouch was founded to increase the number of startups that succeed, with the mission to fix business insurance. They provide coverage that is efficient, affordable, and simple, designed specially for startups so companies can focus on what matters.
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Salesforce
Communications
CategoriesNew
Sales & Account Management
Operations & Logistics
Requirements
  • 1+ years of experience in account management, customer success, insurance, or service-oriented roles
  • Background in business development or customer-facing roles
  • Strong communication and organizational skills
  • Strong attention to detail both with written communication and data
  • Love swimming in solutions versus dwelling on problems
  • Dependable, positive, and action-oriented with excellent follow-through skills
  • Able to deal well with ambiguity and maintain composure in complex situations
  • Independent problem-solver and confident in seeking help when needed
  • Bachelor's Degree in Liberal Arts, Business, Communications or a related field
Responsibilities
  • Being in Operations, this role is a bit of a swiss army knife. You will be tasked with a wide span of responsibilities,all supporting the operations of our brokerage house
  • Deliver consistent and timely follow-up in response to client and internal stakeholder requests and issues
  • Triage clients servicing requests such as cancellations, endorsements, and billing related inquiry
  • Bind policies internally, ensuring policy records are accurate
  • Engage with clients and coordinate with our billing partners on any billing related matters
  • Drive additional value by identifying follow-up opportunities for the broker team and process improvements for the brokerage
Desired Qualifications
  • Exposure to and passion for early-stage startups and/or high growth environments
  • Prior experience working in CRMs or Agency Management Systems (Salesforce, Veruna)
  • A background in insurance or other regulated categories