Brokerage Operations Associate

Why this role matters: As a member of the Brokerage Operations team, you will play a critical role in supporting our clients across brokerage workflows. You will partner with brokers and cross-functional teams to deliver value throughout the entire customer lifecycle — from initial sale through binding, billing, and renewals. You will also support clients and internal and external stakeholders with post-bind service requests and ongoing policy maintenance. This role offers the opportunity to join a growing, agile team where you will gain deep exposure to the operational systems and processes that power a best-in-class brokerage. What you'll do: - Being in Operations, this role is a bit of a swiss army knife supporting a wide range of brokerage activities. - Deliver timely, consistent responses to client and internal/external stakeholder inquiries - Maintain and update policy data and documentation within our AMS and CRM, ensuring accuracy and completeness - Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and other policy maintenance activities - Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives - Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance - Coordinate with clients and billing partners to resolve billing-related matters - Identify opportunities to add value for brokers through proactive follow-ups and operational improvements - Assist in documenting and refining day-to-day processes to improve operational efficiency About you: - 2+ years of experience in a fast-paced, customer service-oriented environment - 1+ year of experience in an insurance-related role - Active Property & Casualty Insurance License - Strong communication and organizational skills - Exceptional attention to detail - Driven by problem-solving and continuous improvement - Dependable, positive, and action-oriented with strong follow-through - Comfortable operating in ambiguity and maintaining composure in complex situations - Independent problem-solver who knows when to seek guidance - Ability to prioritize and manage high volumes of requests Nice to have: - Prior experience working (Salesforce, Veruna) - Exposure to and passion for early-stage startups and/or high-growth environments Vouch provides several benefits to help you bring your best self to work: - 💰 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. What to expect in a typical interview process: (Please note these steps may vary slightly depending on the role) - 30-minute phone call with our recruiting team - 30-45 minute video interview with the hiring manager - Case study/technical screen - Meet the team! 30-45 min 1:1 video discussion with 3-4 team members you’d work closely with in the role - Executive chat Compensation philosophy: - The base salary for this role varies by location. - San Fransisco & New York: $70,000 - $75,000 per year - Chicago: $65,000 - $70,000 per year - The base salary listed in the job posting represents what you can expect to earn on an annualized basis. - This role is hourly and non-exempt, with overtime eligibility for hours worked over 40 in a week. - Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. - We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. - Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. - The pay range provided is subject to change and may be modified in the future. Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal-opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, complete any pre-employment testing, or otherwise participate in the employee selection process, please direct your inquiries to [email protected].