Brokerage Operations Associate

Vouch Insurance

About The Position

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. Being in Operations, this role is a bit of a swiss army knife supporting a wide range of brokerage activities.

Requirements

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 Haves

Prior experience working (Salesforce, Veruna)
Exposure to and passion for early-stage startups and/or high-growth environments

Responsibilities

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

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.