Client Manager

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