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.

Responsibilities

• Act as a key point of contact for clients, responding to inquiries and coordinating with internal teams to resolve client needs quickly and effectively
• Prepare and manage applications, submission materials, and renewals, ensuring accuracy and timeliness
• Support developing polished quote proposal decks that effectively communicate our value and insurance solutions
• Collaborate with the Brokerage Operations team to fulfill servicing tasks such as Certificates of Insurance, coverage upgrades, and billing assistance
• Monitor outstanding client requests and ensure timely completion, including application follow-ups and required documentation
• Maintain accurate client records and ensure all internal systems are up to date
• Identify opportunities to improve internal processes and enhance the overall client experience

Skills

• 1-2+ years of client-facing experience, ideally in insurance or professional services
• Exceptional interpersonal and communication skills with a commitment to client success
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
• High attention to detail and a proactive approach to problem-solving
• Proficiency with Microsoft Office Suite and familiarity with CRM tools
• A hunger to learn, grow, and contribute to a team environment
• Entrepreneurial mindset with a passion for delivering exceptional client experiences
• Exposure to and passion for early-stage startups and/or high-growth environments

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