Account Manager: End-to-End Insurance & Leadership Path

AACI Group, Inc.; Boston (MA); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Growth opportunities

Job summary

Five Bays Insurance Agency, in collaboration with AACI Group, seeks an Account Manager in Boston to own end-to-end homeowners and dwelling deals from quote to bind. You will guide clients through quotes via online experience, email or phone, and handle coverage questions with licensed callbacks.

You will support the Account Executive, cover during absences, and collaborate with the CSR to keep CRM updated while pursuing AI-enabled sales improvements.

Qualifications

• 1+ years of P&C insurance sales or service experience; personal lines preferred
• Active Property & Casualty license (or ability to obtain within 60 days), plus a California non-resident license or the ability to obtain one
• Working knowledge of homeowners insurance and catastrophe-exposed markets like California
• Clear, confident communicator by phone and email who can explain coverage in plain language
• Organized and responsive, and comfortable managing many open deals at once in a CRM
• Desire to embrace and incorporate advanced AI tooling into sales workflows

Responsibilities

• Own straightforward deals end to end, especially clean homeowners (HO3) and dwelling (DP3) placements, from quote review through bind
• Walk clients through their quote results in our online quote experience, by email or by phone, and answer coverage and premium questions
• Make licensed callbacks, explain revised options and handle standard objections within the plan your Account Executive sets
• Close and bind business with carriers, MGAs and wholesalers when designated, including required pre-bind acknowledgements
• Cover for your Account Executive so clients always reach a licensed advisor, and bring material coverage, eligibility or strategy changes back to the AE
• Work with your squad's CSR on prep, scheduling and document collection, and keep every deal in our CRM current with a next action and due date
• Hand bound policies to our Servicing team with complete records, so post-bind work stays off the sales desk

Skills

P&C insurance sales

Communication (phone & email)

CRM management

Organization

AI tooling in sales workflows

Tools

CRM

Job description

Five Bays Insurance Agency, in collaboration with AACI Group, seeks an Account Manager in Boston to own end-to-end homeowners and dwelling deals from quote to bind. You will guide clients through quotes via online experience, email or phone, and handle coverage questions with licensed callbacks.

You will support the Account Executive, cover during absences, and collaborate with the CSR to keep CRM updated while pursuing AI-enabled sales improvements.