Senior Insurance Account Executive - Remote

Pipeline Management

Prioritize and manage a consistent flow of high-intent, qualified leads generated by marketing and business development efforts.

Lead Optimization

Collaborate with the Head of Revenue to provide feedback on lead quality, helping to refine targeting for strategic marketing campaigns.

Rapid Response

Execute timely outreach to inbound inquiries and referrals, leveraging technical expertise to convert interest into active submissions.

Consultative Qualification

Evaluate the complex risk management needs of provided leads to ensure alignment with our core verticals, such as D&O and Cyber.

Placement

Assist in preparing applications and submissions for quotation to appropriate insurance carrier partners; obtain underwriting approval and present customers with quotes and value propositions to bind coverage.

Client Relationships

Build client relationships and trust through strong people skills and technical insurance expertise.

Techical Sales

Advise complex clients on appropriate insurance solutions and negotiate terms to successfully bind coverage, leveraging deep technical product knowledge.

Service

Collaborate with the Customer Service team to ensure high customer satisfaction and nurture larger ‘named accounts’ to maximize retention and drive referrals.

Qualifications

• 5+ years agency sales experience
• Active Property & Casualty Insurance license
• Expertise and deep commercial lines insurance product knowledge, including but not limited to Management Liability and Tech E&O
• Proven track record of high conversion rates when handling company-provided leads and referrals
• Ability to use Salesforce to track lead progression and maintain a transparent sales funnel
• Ability to multi-task and effectively set and meet deadlines
• Proven ability to work independently with little need for supervision
• Working knowledge of Google Suite
• Experience with web-based quoting tools
• Strong verbal, interpersonal, and written communication skills
• Ability to work cross-culturally on a global team

Preferred States for Remote Work Eligibility

• Arizona
• Alabama
• Alaska
• Arkansas
• Delaware
• Florida
• Georgia
• IDaho
• Indiana
• Iowa
• Louisiana
• Maine
• Michigan
• Minnesota
• Mississippi
• Missouri
• Montana
• Nebraska
• New Mexico
• North Dakota
• Nevada
• North Carolina
• Oklahoma
• Kentucky
• South Dakota
• South Carolina
• Tennessee
• Texas
• Utah
• Virginia
• West Virginia
• Wisconsin
• Wyoming

Benefits & Perks

• Health, dental, and vision coverage
• Roth retirement savings with employer match
• Paid parental leave
• Flexible time off and wellness support
• Employee assistance programs
• Remote work stipend
• Equity participation