Remote Insurance Operations Associate: Path to Licensing

AACI Group, Inc.; California; Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Career growth opportunities

Job summary

Five Bays Insurance Agency seeks an Account Associate to act as the operational engine of the squad. You triage inboxes, prep deals, gather documents, and route workflows, enabling licensed advisors to close sales. A strong emphasis on organization and AI tooling is expected. No insurance license is required, with a path toward licensing.

Remote within the U.S. (California business hours). Reports to the VP of Operations and collaborates with Account Executives and Account Managers to ensure

Qualifications

• 1+ years in customer service, sales support, operations or a similar role; insurance experience is a plus, not a requirement
• 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, phone, CRM and shared inboxes
• Desire to embrace and incorporate advanced AI tooling into daily workflows
• Interest in sales and in growing into a licensed 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 our switch rules
• Prepare deals for your AE and AM: collect factual information, confirm property details and gather required 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 experience

Sales support

Highly organized

Clear written and verbal communication

AI tooling adoption

Sales interest with licensed path

Tools

CRM software

AI tooling

Job description

Five Bays Insurance Agency seeks an Account Associate to act as the operational engine of the squad. You triage inboxes, prep deals, gather documents, and route workflows, enabling licensed advisors to close sales. A strong emphasis on organization and AI tooling is expected. No insurance license is required, with a path toward licensing.

Remote within the U.S. (California business hours). Reports to the VP of Operations and collaborates with Account Executives and Account Managers to ensure