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VP, Client - FinTech



New York, NY, USA
Posted on Tuesday, August 15, 2023

VP, Client (FinTech) 

Remote  / Austin, TX  /  Full-time

The VP, Client (FinTech) is a client and partner facing role focusing on new business and product expansion in Assurely’s FinTech-focused sectors.  You will specialize in insurance advisory and drive growth within sectors including but not restricted to financial services, financial technology, and new age companies and technologies within the greater startup, capital raising, and financial services ecosystem.  

The VP, Client (FinTech) role is a unique opportunity for industry professionals because of Assurely’s focus on embedded distribution. Assurely’s early success executing embedded distribution strategies to access commercial clients is disciplined and unique to many of the InsurTech incumbents. You will have significant interaction with our non-insurance native partners - the vertical SaaS and operating systems focused on FinTech - and be required to recognize not only end policyholder value propositions but also how that impacts our Partners’ goals and needs.

The Assurely client team is obsessed with their clients, understands how to communicate and set expectations, but mostly understands that there is a better way. You want to be part of that better way. You will be part of a team committed to working with policyholders who will hold you accountable to satisfy new, modern expectations of how a product is delivered to an end business customer.   This should excite and motivate you.


  • Demonstrate technical knowledge necessary to communicate Assurely product and technology solutions effectively

  • Achieve new business sales and product expansion goals within Assurely’s target market of companies and partners on a quarterly basis

  • Facilitate the necessary insurance operations and customer service objectives as directed by the insurance operations team member(s)

  • Update and improve internal information management systems

  • Be a disciplined champion of the Assurely culture and brand with external and internal partners, vendors, clients, and colleagues

  • Acquire new clients and win accounts against competitors

  • Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals

  • Understand the provisions of each policy and communicate this information to the customer

  • Share client information with insurance carriers to determine which products are best to recommend

  • Act as a liaison between insurers and clients

  • Building and maintaining business relationships with clients

  • Preparing reports for insurance underwriters

  • Research insurance trends, policies and products


  • A self-motivated, entrepreneurial spirit with excellent time management, organizational skills,and a habit of assiduity

  • 3-5+ years of experience in insurance brokerage, carrier, or a related insurance business sales and/or account management position (experience is agnostic to SMB, middle-market, and enterprise customers)

  • Experience engaging with clients in the realm of capital raising and startup ventures, particularly within the domains of financial services, FinTech, high-growth investor-backed enterprises, Web3 and Digital Assets, AI, and other cutting-edge emerging technologies.

  • Demonstrated expertise in engaging directly with underwriters and influential insurance stakeholders who support companies within the greater capital raising industry.

  • Experience working within a CRM and various systems to record activities and keep updated on a regular basis

  • Ability to review insurance policy language and provide technical policy comparisons for internal and external purposes

  • Demonstrates an ability to build strong working relationships both internally and externally and a commitment to coming through for people

  • Demonstrates a logical, rational approach to tackling new ideas, sorting information, and discovering creative solutions as problems are presented
    A proven track record of working as an insurance broker

  • In depth knowledge of various insurance plans

  • Excellent communication, interpersonal and presentation skills

  • Self-motivated with intense curiosity 

  • Current insurance licensing


  • In depth knowledge of management liability insurance coverage

  • Experience with Nexsure, Freshsales, Broker Buddha a plus, as well as carrier rating platforms, PDF Edit, and completing ACORD forms and COIs

  • Existing relationships with carrier partners specializing in the FinTech industry

  • Experience working with excess & surplus lines placements and state filing requirements


Assurely creates and distributes insurance for changing industries and innovative companies. Assurely’s technology and data-driven platform offers both new, custom-built, and traditional insurance products designed to be embedded into marketplaces and SaaS platforms, or accessed directly by end insurance customers.  

The team has successfully been founders and/or key leadership at other successful InsurTechs before Assurely (Coterie, Lemonade, Pie Insurance, CoverWallet, Esurance, Intego) as well as held leadership roles at the incumbents (AIG, SwissRe, AXA XL, Aon, USI, Hartford, Chubb/Westchester, USAA) and is complimented from talent outside the industry (Google, Gusto, DoD Contractor, NerdWallet, among others). 

Insurance needs to adapt to changing industries, changing customers, and changing risks. Assurely was built specifically for this need.  

Assurely is the next generation of insurance.


People that do not see life and business as a zero-sum game will fit our culture.

Assurely is a collection of high-performing do-ers that strive to create value for every single stakeholder in the communities where we participate and in the industries where we operate.  

Our culture looks for fresh ideas, is not okay with the status quo, asks ‘why’, and relishes in helping others succeed. 


The compensation package is a combination of salary, business development-based compensation, equity, health insurance, and being part of the mission to create the future norm of the insurance industry.

Applicants must be authorized to work in the US as we are unable to sponsor.  

Assurely is an equal opportunity organization.


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