Client Coordinator - Vouch Talent Community at Vouch Insurance

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

75000.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Organizational Skills, Attention To Detail, Proactive Approach, Interpersonal Skills, Communication Skills, Task Coordination, Data Management, Process Improvement, Problem-Solving, Microsoft Office Suite Proficiency, CRM Tools Familiarity, Entrepreneurial Mindset

Industry

Insurance

Description

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 🪷 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: 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 recruiting@vouch.us.

Responsibilities

As a Client Coordinator, you will be a key part of the client management team, focusing on delivering excellent client experiences, retaining accounts, and ensuring operational and administrative tasks are executed seamlessly. Responsibilities include acting as a client point of contact, preparing submission materials, supporting proposal development, coordinating servicing tasks, and maintaining accurate client records.