AI-Driven Insurance Account Executive - Hybrid Boston

AACI Group; Boston (MA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Growth opportunities

Job summary

AACI Group, in collaboration with Five Bays Insurance Agency, seeks an AE Follow in Boston to manage end-to-end homeowners and dwelling placements, handling quotes, client questions, and pre-bind steps. You will support the AE Lead, cover for the Lead, and grow toward leading a squad in a fast-moving, AI-driven environment.

You will work with a licensed background in insurance, maintain CRM records, and coordinate with the squad's Support Associate to keep deals progressing while learning to

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 interest in 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 assigned deals end to end, especially straightforward homeowners and dwelling 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 AE Lead sets
• Close and bind business with carriers, MGAs and wholesalers when designated, including required pre-bind acknowledgements
• Cover for your AE Lead so clients always reach a licensed advisor, and bring material coverage or eligibility changes back to the Lead
• Work with your squad's Support Associate 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 centralized servicing team with complete records, so post-bind work stays off the sales desk

Skills

P&C sales

Licensed producer

Homeowners insurance

CRM management

Communication skills

AI tooling adoption

Tools

CRM system

Job description

AACI Group, in collaboration with Five Bays Insurance Agency, seeks an AE Follow in Boston to manage end-to-end homeowners and dwelling placements, handling quotes, client questions, and pre-bind steps. You will support the AE Lead, cover for the Lead, and grow toward leading a squad in a fast-moving, AI-driven environment.

You will work with a licensed background in insurance, maintain CRM records, and coordinate with the squad's Support Associate to keep deals progressing while learning to