Client Coordinator

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.ResponsibilitiesAct as a key point of contact for clients, responding to inquiries and coordinating with internal teams to resolve client needs quickly and effectivelyPrepare and manage applications, submission materials, and renewals, ensuring accuracy and timelinessSupport developing polished quote proposal decks that effectively communicate our value and insurance solutionsCollaborate with the Brokerage Operations team to fulfill servicing tasks such as Certificates of Insurance, coverage upgrades, and billing assistanceMonitor outstanding client requests and ensure timely completion, including application follow-ups and required documentationMaintain accurate client records and ensure all internal systems are up to dateIdentify opportunities to improve internal processes and enhance the overall client experienceSkills1-2+ years of client-facing experience, ideally in insurance or professional servicesExceptional interpersonal and communication skills with a commitment to client successStrong organizational skills and the ability to manage multiple priorities in a fast-paced environmentHigh attention to detail and a proactive approach to problem-solvingProficiency with Microsoft Office Suite and familiarity with CRM toolsA hunger to learn, grow, and contribute to a team environmentEntrepreneurial mindset with a passion for delivering exceptional client experiencesExposure to and passion for early-stage startups and/or high-growth environmentsBenefitsCompetitive compensation and equity packagesHealth, dental, and vision insuranceParental leaveFlexible vacation timeWellness allowanceTechnology allowanceCompany-sponsored personal and professional developmentL&D: Partnerships with Ethena and monthly Lunch & LearnsWellbeing: 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 OverviewInsurance... 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.



Apply To This Job