Dealer Floor Plan - Insurance Expert partnering with dealerships to tailor insurance solutions for commercial vehicles. Responsible for ensuring compliance and enhancing service offerings in the insurance program.
About the role
- Insurance Advisor responsible for advising clients on coverage and managing their onboarding. Engage with clients through multiple channels to deliver exceptional service and establish trusted relationships.
Responsibilities
- 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
Requirements
- 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
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 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
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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