Customer Relations Associate (Tampa Bay Area)
Vault Risk Management Services, LLC, St. Petersburg, FL, United States
Customer Relations Associate (Tampa Bay Area)
Location:
This is a hybrid (3 days/week) position based in our St. Petersburg, FL office. However, we will be relocating to South Tampa in summer 2026.
Company Overview: At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most ™ to our customers.
Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect their legacy proactively.
Thinking about joining our team? We look for self-motivated and inventive individuals dedicated to providing the highest level of service to our customers and partners.
The Customer Relations Associate role will be a hybrid schedule working onsite three days a week in our office. Please note: we are currently located in downtown St. Petersburg, FL but are relocating to south Tampa in summer 2026.
Why Choose Vault:
37% growth rate in staff since December 2021.
Our Financial Strength is rated an A- by AM Best.
Rated 4.5 stars based on our customer experience reviews
Our leaders are respected innovators with decades of experience in the insurance industry.
Vault’s proprietary technology allows for enhanced capabilities, speed, and efficiency.
Leading high-net-worth insurance provider with a foundation in customized solutions.
Comprehensive benefits tailored to your lifestyle.
Job Responsibilities: Responsibilities include, but are not limited to:
Support our external customers via incoming phone calls and email communication.
Follow up as needed with agent partners and customers to ensure we are providing a luxury experience.
Assume ownership and timeliness in handling customer requests in an efficient, accurate and professional manner.
Identify needs of customers and provide solutions and/or alternatives when needed.
Maintain established levels of productivity, service, and quality standards in a fast‑paced environment.
Provide feedback and process improvement recommendations to ensure efficiency and exceptional customer experience.
Attend trainings and continuing education sessions to define growth opportunity pathways.
Preferred Qualifications:
Bachelor’s degree or prior insurance experience in a role directly supporting customers
Exceptional customer service skills and ability to work independently and collaboratively with cross-functional teams to continue to cultivate an environment of teamwork and collaboration
Strong time management and attention to detail
Strong written and verbal communication skills, including the ability to communicate effectively through multiple channels
Effective ability to cultivate strong business relationships through a clear focus on internal and external customers
Basic ability to navigate computers and applications (Microsoft Office)
Shifts are addressed on an individual basis for applicable role
Flexible Spending Account & Health Savings Account, with company contributions
Company‑paid comprehensive life & disability insurance plans
24/7 Telehealth doctor access, virtual wellness screenings, Employee Assistance Programs
Company 401 (k) retirement plan with Day 1 eligibility (6% company match, 100% immediate vesting)
23 PTO days accrued yearly
11 paid holidays
Vault is committed to providing equal opportunities to all employees and employment applicants. Vault prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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This is a hybrid (3 days/week) position based in our St. Petersburg, FL office. However, we will be relocating to South Tampa in summer 2026.
Company Overview: At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most ™ to our customers.
Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect their legacy proactively.
Thinking about joining our team? We look for self-motivated and inventive individuals dedicated to providing the highest level of service to our customers and partners.
The Customer Relations Associate role will be a hybrid schedule working onsite three days a week in our office. Please note: we are currently located in downtown St. Petersburg, FL but are relocating to south Tampa in summer 2026.
Why Choose Vault:
37% growth rate in staff since December 2021.
Our Financial Strength is rated an A- by AM Best.
Rated 4.5 stars based on our customer experience reviews
Our leaders are respected innovators with decades of experience in the insurance industry.
Vault’s proprietary technology allows for enhanced capabilities, speed, and efficiency.
Leading high-net-worth insurance provider with a foundation in customized solutions.
Comprehensive benefits tailored to your lifestyle.
Job Responsibilities: Responsibilities include, but are not limited to:
Support our external customers via incoming phone calls and email communication.
Follow up as needed with agent partners and customers to ensure we are providing a luxury experience.
Assume ownership and timeliness in handling customer requests in an efficient, accurate and professional manner.
Identify needs of customers and provide solutions and/or alternatives when needed.
Maintain established levels of productivity, service, and quality standards in a fast‑paced environment.
Provide feedback and process improvement recommendations to ensure efficiency and exceptional customer experience.
Attend trainings and continuing education sessions to define growth opportunity pathways.
Preferred Qualifications:
Bachelor’s degree or prior insurance experience in a role directly supporting customers
Exceptional customer service skills and ability to work independently and collaboratively with cross-functional teams to continue to cultivate an environment of teamwork and collaboration
Strong time management and attention to detail
Strong written and verbal communication skills, including the ability to communicate effectively through multiple channels
Effective ability to cultivate strong business relationships through a clear focus on internal and external customers
Basic ability to navigate computers and applications (Microsoft Office)
Shifts are addressed on an individual basis for applicable role
Flexible Spending Account & Health Savings Account, with company contributions
Company‑paid comprehensive life & disability insurance plans
24/7 Telehealth doctor access, virtual wellness screenings, Employee Assistance Programs
Company 401 (k) retirement plan with Day 1 eligibility (6% company match, 100% immediate vesting)
23 PTO days accrued yearly
11 paid holidays
Vault is committed to providing equal opportunities to all employees and employment applicants. Vault prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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