Policy Operations Specialist

As a Policy Operations Specialist, you will be essential in delivering an exceptional experience to Vouch clients by ensuring accurate and efficient execution of policy administration tasks. Reporting to the Policy Operations Manager your primary responsibilities will include managing broker and client requests for mid-term policy changes, endorsements, cancellations, policy binding, and renewals.

In addition to these core responsibilities, you may also be involved in project work aimed at improving and streamlining policy operations processes. This could involve contributing to initiatives that enhance workflow efficiency, support compliance, or improve client outcomes.

Job Duties: 

• Establish highly trusted and supportive relationships with our brokers, clients and internal teams
• Execute on mid-term policy changes, including endorsements, coverage amendments and policy renewals
• Execute on other policy maintenance activities like binding, policy issuance and other related tasks as needed
• Deliver consistent and timely responses to policy servicing requests and issues
• Drive additional value by identifying areas to improve processes and procedures, focused on delivering great broker and client experiences and increasing operational efficiency
• Assist with documenting day-to-day processes and improvements

About You:

• 2+ years experience in a fast-paced and customer service-oriented work environment
• 1+ year of experience in an insurance-related service-orientated role
• A strong sense of empathy for brokers and clients
• Strong problem-solving skills
• Strong communication and organizational skills
• Ability to track, prioritize and drive high volumes of policy servicing requests
• Ability to manage multiple tasks of varying natures at one time
• Ability to deal well with ambiguity and maintain composure in complex situations
• Dependable, positive, and detail-oriented with excellent follow-through skills

Nice To Have:

• Bachelor’s Degree (in Business, Insurance & Risk Management or a related field a plus)
• Experience in Commercial Insurance
• 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