Lead Account Executive

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

📋 Description

• Take ownership of the team's pipeline and outcomes by prioritizing deals, determining the strategy for each client, and achieving new business premium goals.

• Provide guidance to clients on coverage options, carrier choices, and market limitations, including FAIR Plan, DIC, and surplus lines placements.

• Manage complex objections, questions regarding eligibility, and modifications to coverage.

• Assess when a risk requires manual or wholesale quoting.

• Verify client elections and the necessary pre-bind documentation.

• Finalize coverage with insurers, MGAs, and wholesalers.

• Assign licensed follow-ups and closures to the AE Follow.

• Delegate the preparation, scheduling, and document collection tasks to the Support Associate.

• Mentor and develop the AE Follow team member.

• Provide coverage for other advisors to ensure clients consistently connect with a licensed advisor.

• Maintain accurate records in the CRM with an action plan, owner, and due date for every deal.

• Deliver bound policies neatly to the centralized servicing team.

• Report directly to the VP of Operations.

⛳️ Requirements

• Minimum of 4 years of experience in P&C insurance sales, with a proven history of closing personal lines business.

• A valid Property & Casualty license.

• Possession of a California license (either resident or non-resident) or the capability to secure one within 60 days.

• In-depth knowledge of homeowners insurance in markets prone to catastrophes.

• Familiarity with the California FAIR Plan, DIC, and surplus lines is advantageous.

• Experience in leading, mentoring, or coaching fellow producers.

• Exceptional communication and organizational abilities.

• Proficient in managing a pipeline through email, phone, CRM, and shared inboxes.

• A willingness to adopt and integrate advanced AI tools into sales processes.

• Availability to work during California business hours (Pacific time).

🏝️ Benefits

• Variable compensation based on new business premium, structured around squad performance.

• Comprehensive health benefits.

• Paid time off.

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

• Remote work options available within the U.S.

• AI-driven tools to support sales workflows.