Insurance Advisor

Vouch Recruitment

. Establish trusted relationships with customers and help them utilize Vouch platform tools and services .

Posted 10/8/2026full-timeUnited StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and risk assessment within the insurance industry, leveraging strong communication and organizational skills to drive sales success and enhance customer experience.

Highest-signal resume keywords

Property And Casualty LicenseClient Relationship ManagementSales Pipeline ManagementCRM ExperienceCommercial P&C Coverage Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk AssessmentInsurance Proposal ConstructionSales Activities PlanningClient Lifecycle ManagementQuantitative Goal Achievement

Soft Skills

Strong Communication SkillsOrganizational SkillsAgility In Fast-Paced EnvironmentsDetail-OrientedProblem Solving

Tools & Technologies

SalesforceZenDesk

Certifications & Qualifications

Active Property And Casualty License

Industry Keywords

Insurance IndustryClient-Facing ExperienceBrokerageCommercial P&C Coverage LinesHigh-Growth Environments

About the role

Key responsibilities & impact

Establish trusted relationships with customers and help them utilize Vouch platform tools and services
Assess clients’ risk profiles and advise on appropriate risk-management practices as a licensed professional
Assist clients with purchasing insurance coverage
Manage the client lifecycle from application submission through binding with carrier partners, including online carrier portals
Construct and present customized insurance proposals
Plan and execute daily sales activities, including client video calls, email responses, and CRM documentation
Deliver consistent and timely responses, follow-through, and follow-up to client requests and issues
Maintain a healthy sales pipeline and conduct pipeline reviews with the manager
Help scale Vouch’s customer experience and contribute to new products, processes, and technology

Requirements

What you’ll need

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
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
Knowledge of Commercial P&C coverage lines preferred
Exposure to and passion for early-stage startups and/or high-growth environments preferred
Experience working within a CRM and multiple communication tools, such as Salesforce and ZenDesk, preferred
Prior experience in a quota-carrying role with responsibility for achieving individual quantitative goals preferred

Benefits

Comp & perks

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 with goal setting, check-ins, development discussions, and promotion opportunities
Stock options
Overtime eligibility for hours worked over 40 in a week