Client Coordinator

Posted 4 Days Ago
3 Locations
70K-75K Annually
Junior
Fintech • Insurance • Financial Services
Vouch is a next-generation insurance provider.
The Role
As a Client Coordinator, you'll support the client management team by ensuring exceptional client experiences through effective communication, operational excellence, and proactive follow-up on client requests. Your responsibilities include preparing client applications, managing proposals, coordinating with internal teams, and identifying process improvements.
Summary Generated by Built In

About Vouch:

At Vouch, we believe business insurance should move at the speed of innovation. Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage.

Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business insurance—just as Stripe transformed payments and Brex reimagined credit cards.

Our platform replaces complex, legacy processes with a streamlined, tailored approach to risk management. Advanced technology simplifies every step, while expert advisors negotiate coverage as dynamic as the industries we serve. With Vouch, clients get the right coverage at the right price—and a team that scales with them.

Why should you join our team and Vouch?

Not only is this an exciting and growing team where you can drive a real impact on our scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values-driven company. Our values are “Put People First,” “Listen, Challenge, and Grow,” “Face challenges head-on and win as a team,” and “Serve clients with integrity and excellence.”

 

What does a work environment look like at Vouch?

Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we prefer it to be based near one of our central offices in SF, Chicago, or NYC to help foster close collaboration and team building.

Role Responsibilities: 

As a Client Coordinator, you will be an integral part of the client management team, which is dedicated to delivering an exceptional client experience while working collaboratively to retain and grow accounts. This client-facing role requires strong organizational skills, keen attention to detail, and a proactive approach to supporting our team in meeting client needs and driving results.

You’ll play a key role in ensuring operational and administrative tasks are executed seamlessly, helping the client management team maintain high service standards and achieve its goals. This is a great opportunity for a motivated, entrepreneurial individual who thrives in a dynamic and fast-paced environment.

What You’ll Contribute

  • Client Support: Act as a key point of contact for clients, responding to inquiries and coordinating with internal teams to resolve client needs quickly and effectively.

  • Operational Excellence: Prepare and manage applications, submission materials, and renewals, ensuring accuracy and timeliness.

  • Proposal Preparation: Support developing polished quote proposal decks that effectively communicate our value and insurance solutions.

  • Task Coordination: Collaborate with the Brokerage Operations team to fulfill servicing tasks such as Certificates of Insurance, coverage upgrades, and billing assistance.

  • Proactive Follow-Up: Monitor outstanding client requests and ensure timely completion, including application follow-ups and required documentation.

  • Data Management: Maintain accurate client records and ensure all internal systems are up to date.

  • Process Improvement: Identify opportunities to improve internal processes and enhance the overall client experience.

What You’ll Bring

  • 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.

Nice To Have:

  • 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 (Unlimited PTO)

  • 🎨 🧠 Wellness allowance ($80/month)

  • 📲 🛜 Technology allowance ($100/month)

  • 📚 Professional Development ($500/Yr)

  • 💻 🎧 Home office setup (One-time $500)

  • 🏫 📈 L&D: Partnerships with Ethena, Hone, and monthly Lunch & Learns

  • 🏳️‍🌈 ♀️ 🤝 Employee Groups: Vouch supports various employee groups to foster an inclusive, equitable workplace and create affirming, empowering, employee-centered spaces for conversation, community, and support. These groups include Pride @ Vouch, Women @ Vouch, Black @ Vouch, Virtual Connections, Pop Culture, Pets of Vouch, Skincare, Astrology, Plants, etc.

  • 🧘 💲 Wellbeing: Voucher’s have access to many wellbeing perks, including Calm, Peloton, Headspace, Fetch, OneMedical, SoFi, etc.

  • 📊 Annual performance reviews with quarterly check-ins: Vouch conducts quarterly review discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.

What to expect in the interview process:

  • 30-minute phone call with our recruiting team

  • 30-45 minute Zoom interview with the hiring manager

  • Case study/technical screen

  • Meet the team! 30-45 min 1:1 Zoom meetings with 3-4 team members you’d work closely with in the role

Salary Range:

The pay range for this role is: $70,000 to $75,000 per year. The role will have a guaranteed base salary and be eligible for a discretionary annual bonus.

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 base 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].

The Company
Chicago, IL
250 Employees
Remote Workplace
Year Founded: 2018

What We Do

Insurance... sounds slow, old-fashioned, and unexciting. Exactly. Insurance is broken, and it's failing fast-moving startups and growing technology companies.

Vouch is a new, technology-first insurance company backed with $160M in funding from world-class investors. Like Stripe for payments or Brex for credit cards, Vouch is creating the go-to business insurance for high-growth companies.

We're doing this by making insurance fast, responsive, and focused on our customers -high growth and innovative companies. Instead of printed PDF applications and week-long waits, Vouch is building new technology to solve real problems, writing policies that actually cover relevant startup scenarios, and designing simple experiences in an otherwise frustrating industry

Why Work With Us

Vouch is disrupting a very large market with a world-class team. We believe in putting our people first and are just getting going on our journey.

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Vouch Insurance Offices

Remote Workspace

Employees work remotely.

Vouch is a Virtual First company offering team members the opportunity to work remotely or hybrid from one of our SF and CHI office locations. We regularly host team gatherings, social events, and in-office lunches.

Typical time on-site: None
Chicago, IL
New York, NY
San Francisco, CA
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