aacigroup - Account Executive, Lead

Remote - USA *$70k - $90k2d ago

Remote Staff NA Insurance Telecommunications Account Executive Sales Representative Documentation Coaching CRM Management Mentoring

Requirements

• 4+ years of P&C insurance sales experience, with a track record of closing personal lines business • Active Property & Casualty license, with a California license (resident or non-resident) or the ability to obtain one within 60 days • Strong knowledge of homeowners insurance in catastrophe-exposed markets; experience with the California FAIR Plan, DIC and surplus lines is a plus • Experience leading, mentoring or coaching other producers • Excellent communication and organizational skills, and comfortable working a pipeline across email, phone, CRM and shared inboxes • Desire to embrace and incorporate advanced AI tooling into sales workflows

Responsibilities

• Own your squad's pipeline and results: prioritize deals, set the approach for each client and hit the squad's new business premium targets • Advise clients on coverage, carrier options and market constraints, including FAIR Plan, DIC and surplus lines placements, through our online quote experience, email or phone • Handle complex objections, eligibility questions and coverage changes, and decide when a risk needs manual or wholesale quoting • Confirm each client's election and required pre-bind documents, and bind coverage with carriers, MGAs and wholesalers • Delegate well: hand licensed follow-ups and closes to your AE Follow, and preparation, scheduling and document collection to your Support Associate • Coach and develop your AE Follow, and cover for each other so clients always reach a licensed advisor • Keep our CRM accurate, with a clear next action, owner and due date on every deal, and hand bound policies to our centralized servicing team cleanly

Benefits

• Base salary of $70,000 to $90,000, plus squad-based variable compensation tied to new business premium • Growth opportunities within Five Bays and AACI Group • LOCATION & REPORTING • Remote within the U.S., working California business hours (Pacific time) • Reports to the VP of Operations • This is an opportunity to help build a new kind of insurance agency at the forefront of climate and housing challenges. As an AE Lead, you will run your own squad, shape how we sell, and help California families keep their homes protected.