AI-Native Insurance GM: P&L, Ops & Growth (Remote)

AACI Group, Inc.; Boston (MA); Hybrid; USD 180,000 - 260,000; Full time

Job summary

AACI Group, Inc. is seeking a General Manager for Five Bays Insurance Agency, the AI-native flagship. This hands-on role carries full P&L authority and oversees revenue, margin, headcount, and budgets while directing sales and operations staff.

You will build the automation that generates quotes, own data pipelines, and partner with Engineering and Product to fix gaps. Based in California with hybrid/remote flexibility, reporting to the CEO.

Qualifications

• 7+ years in business operations, sales operations, or general management at a high-growth company, including direct P&L ownership; insurance industry experience is a plus, not a requirement.
• Track record managing a sales and/or operations team against revenue and margin targets, including performance management of existing staff.
• Demonstrated track record diagnosing broken processes or systems and shipping fixes, not just identifying the problem.
• Strong bias to action: comfortable in an early-stage environment with ambiguous scope and incomplete systems.
• Comfortable working directly in data: SQL proficiency required; experience with CRM platforms, quoting/automation tools, or insurance agency management systems (EZLynx or similar) strongly preferred.
• Experience building and owning KPI reporting and financial reconciliation processes from multiple source systems.
• Track record identifying and implementing process automation (tooling, scripting, or workflow platforms) to eliminate manual work.
• Excellent written communication; able to translate operational and technical findings into clear recommendations for executive leadership.

Responsibilities

• Own the Five Bays P&L, including revenue, margin, operating budget, and headcount, and report results against plan to the CEO.
• Manage the agency’s existing sales and operations staff, setting targets, coaching performance, and holding the team accountable to hit them.
• Set the agency’s growth plan, including new states, carriers, and product lines, and the operating plan required to execute it.
• Sales and Financial Performance
• Drive sales performance, including quote volume, bind rate, and conversion, to meet the agency’s revenue and financial targets.
• Build and maintain KPI dashboards covering cycle time, loss ratio inputs, and referral conversion, and report them on a set cadence to the CEO.
• Pull and reconcile agency financials and production metrics from Attio, EZLynx, and QuickBooks, flagging discrepancies before they reach leadership reporting.
• Audit and fix data quality issues across quoting automations, including incorrect field mappings and downstream errors that cause bad quotes or failed binds.
• Diagnose and resolve CRM (Attio) workflow issues affecting sales operations, service, and reporting.
• Own carrier onboarding, identifying integration gaps, standardizing the intake process, and reducing time‑to‑live for new carrier appointments.
• Identify and automate manual, repetitive processes across the agency, including renewals, endorsements, document handling, and referral intake.
• Partner with Engineering and Product to prioritize and scope fixes to internal tools based on operational pain points, not just feature requests.

Skills

P&L ownership

Sales & operations leadership

SQL proficiency

KPI reporting & financial reconc

Process automation & tooling

Executive communication

Tools

Attio CRM

EZLynx

QuickBooks

Job description

AACI Group, Inc. is seeking a General Manager for Five Bays Insurance Agency, the AI-native flagship. This hands-on role carries full P&L authority and oversees revenue, margin, headcount, and budgets while directing sales and operations staff.

You will build the automation that generates quotes, own data pipelines, and partner with Engineering and Product to fix gaps. Based in California with hybrid/remote flexibility, reporting to the CEO.