Insurance Advisor

Vouch is the risk advisor that powers ambition.

We’re a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.

Backed by over $200M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.

Why should you join our team and Vouch?

Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.”

What does a work environment look like at Vouch?

This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.

Role 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. Insurance Advisors interact directly with our clients through email, video calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage.

We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You’ll be responsible for helping us scale that reputation while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology.

What you’ll do:

• 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

About you:

• 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:

• 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, Zen Desk, etc.)

• Prior experience in a quota‑carrying role with responsibility for achieving individual quantitative goals

Vouch provides several benefits to help you bring your best self…