Account Associate — AI-Powered, Remote, Licensing Path

AACI Group, Inc.; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health benefits and PTO

Growth opportunities within Five Bays

Job summary

Five Bays Insurance Agency is seeking an Account Associate to support insurance sales processes from within a licensed advisor environment. You will triage inquiries, prep deals, gather docs, and coordinate with Account Executives and Account Managers.

This role leverages AI-native tools to streamline workflows and does not require an insurance license initially. You will work remotely across the United States, aligning with California business hours, and report to the VP of Operations.

Qualifications

• 1+ years in customer service, sales support, operations or a similar role.
• No insurance license required.
• Exceptionally organized with a bias for clearing the queue and following through.
• Clear, professional written and phone communication.
• Comfortable working across email, CRM and shared inboxes.
• Interest in incorporating AI tooling into daily workflows.
• Interest in growth toward a licensed sales role.

Responsibilities

• Triage the squad inbox and match every email and call to the right deal in our CRM.
• Make first contact on new deals and route each one to the right lane, following switch rules.
• Prepare deals for AE/AM: collect factual information, confirm property details and gather documents.
• Schedule calls and follow-ups, and chase pre-bind documents from clients.
• Keep every deal current in our CRM with a clear next action, owner and due date.
• Prepare manual quote requests and assemble the handoff package at bind.
• Answer the squad phone line and take a turn on the Intake rotation.
• Use our AI-native tools to draft, log and organize work faster.

Skills

Customer service

Sales support

Operations

Clear communication

AI tooling

Licensed role interest

Tools

CRM

Job description

Five Bays Insurance Agency is seeking an Account Associate to support insurance sales processes from within a licensed advisor environment. You will triage inquiries, prep deals, gather docs, and coordinate with Account Executives and Account Managers.

This role leverages AI-native tools to streamline workflows and does not require an insurance license initially. You will work remotely across the United States, aligning with California business hours, and report to the VP of Operations.