Insurance AE Follow — Grow into Squad Lead in AI-native Agency

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

Path to AE Lead

Job summary

Five Bays Insurance Agency, an independent personal lines insurance agency, is seeking an AE Follow in Boston, MA. You’ll join a squad with an AE Lead and Support Associate, handling licensed follow-ups and simpler quotes end-to-end, from quote to bind.

You will work from our Boston office 2-3 days a week, close with carriers and MGAs, and grow toward leading a squad while embracing AI tooling to improve sales workflows.

Qualifications

• 1+ year in personal lines insurance sales or service.
• Active P&C license or ability to obtain within 60 days; CA non-resident license preferred.
• Knowledge of homeowners insurance in catastrophe-exposed markets.
• Clear, confident communicator by phone and email.
• Organized, responsive, and able to manage multiple deals in CRM.
• Willingness to adopt AI tooling in sales workflows.

Responsibilities

• Own assigned deals end to end, especially straightforward homeowners and dwelling placements, from quote review through bind
• Walk clients through quote results via 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 Insurance Sales

Communication Skills

Time Management

AI Tooling Awareness

Education

Property & Casualty License

California Non-resident License

Tools

CRM

Quoting Software

Job description

Five Bays Insurance Agency, an independent personal lines insurance agency, is seeking an AE Follow in Boston, MA. You’ll join a squad with an AE Lead and Support Associate, handling licensed follow-ups and simpler quotes end-to-end, from quote to bind.

You will work from our Boston office 2-3 days a week, close with carriers and MGAs, and grow toward leading a squad while embracing AI tooling to improve sales workflows.