Vouch Insurance is a tech-enabled insurance advisory and brokerage that supports growing companies in technology, life sciences, and professional services. The Client Coordinator will play a key role in delivering exceptional client experiences by managing client inquiries, coordinating internal teams, and ensuring operational excellence.
Responsibilities
- Act as a key point of contact for clients, responding to inquiries and coordinating with internal teams to resolve client needs quickly and effectively
- Prepare and manage applications, submission materials, and renewals, ensuring accuracy and timeliness
- Support developing polished quote proposal decks that effectively communicate our value and insurance solutions
- Collaborate with the Brokerage Operations team to fulfill servicing tasks such as Certificates of Insurance, coverage upgrades, and billing assistance
- Monitor outstanding client requests and ensure timely completion, including application follow-ups and required documentation
- Maintain accurate client records and ensure all internal systems are up to date
- Identify opportunities to improve internal processes and enhance the overall client experience
Skills
- 1-2+ years of client-facing experience, ideally in insurance or professional services
- Exceptional interpersonal and communication skills with a commitment to client success
- Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
- High attention to detail and a proactive approach to problem-solving
- Proficiency with Microsoft Office Suite and familiarity with CRM tools
- A hunger to learn, grow, and contribute to a team environment
- Entrepreneurial mindset with a passion for delivering exceptional client experiences
- Exposure to and passion for early-stage startups and/or high-growth environments
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.