Account Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the squad inbox by routing every email and call to the appropriate deal in the CRM.

• Initiate contact on new deals and direct each one to the correct lane according to switch rules.

• Prepare deals for the Account Executive and Account Manager by gathering factual information, verifying property details, and collecting necessary documents.

• Schedule calls and follow-ups, and pursue pre-bind documents from clients.

• Ensure every deal is up to date in the CRM with a clear next action, assigned owner, and due date.

• Create manual quote requests and compile the handoff package at the time of binding.

• Respond to the squad phone line and participate in the Intake rotation.

• Utilize AI-native tools to draft, log, and streamline work processes efficiently.

• Report directly to the VP of Operations and collaborate daily with the squad’s Account Executive.

• Avoid discussing or interpreting coverage, recommending carriers, presenting or explaining quotes, or binding; these conversations are reserved for licensed Account Executives and Account Managers.

⛳️ Requirements

• Minimum of 1 year experience in customer service, sales support, operations, or a related field.

• Insurance industry experience is advantageous but not mandatory.

• No insurance license is necessary.

• Highly organized, with a strong focus on clearing tasks and following through.

• Excellent written and verbal communication skills with a professional tone.

• Comfortable using email, phone, CRM systems, and shared inboxes.

• Willingness to adopt and integrate advanced AI tools into everyday workflows.

• Interest in sales and a desire to advance into a licensed position.

• Ability to work remotely within the U.S. during California business hours (Pacific time).

🏝️ Benefits

• Comprehensive health benefits.

• Paid time off.

• Opportunities for career advancement within Five Bays and AACI Group.

• A pathway to becoming an Account Manager with support for licensing.