Strategic Account Executive - AI-Driven Insurance

AACI Group

United States

Remote

USD 70,000 - 90,000

Full time

28 hours ago
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Benefits offered by this job

Health benefits
Paid time off
Growth opportunities

Job summary

AACI Group, Inc. is seeking an Account Executive for Five Bays Insurance Agency to own the sales outcomes for your squad, manage California-focused placements including the CALIFORNIA FAIR PLAN and DIC, and drive high-value personal and commercial line deals.

This remote role operates across the US within CA business hours, reporting to the VP of Operations. The position offers base salary of $70k–$90k plus bonus, health benefits, PTO, and growth opportunities, with investment in AI tooling to

Qualifications

  • 4+ years of P&C insurance sales with a track record of closing personal lines.
  • Active Property & Casualty license (CA) or ability to obtain within 60 days.
  • Experience with California FAIR Plan, DIC, and surplus lines a plus.
  • Strong communication and organizational skills across multiple channels.
  • Desire to incorporate AI tooling into sales workflows.

Responsibilities

  • Own your squad's pipeline and results: prioritize deals, set the plan and lane for each client, and hit the squad's new business premium targets
  • Lead the complex placements yourself, including California FAIR Plan plus DIC, broker of record (BOR) transfers, wholesale and high-value risks, and multi-property clients
  • Advise clients on coverage, carrier options and market constraints, including surplus lines placements, through our online quote experience, email or phone
  • Decide when a risk needs manual or wholesale quoting, handle complex objections and eligibility questions, and approve material coverage changes
  • Confirm each client's election and required pre-bind documents, make the bind decision, and bind coverage with carriers, MGAs and wholesalers
  • Delegate well: hand callbacks, standard closes and straightforward deals to your Account Manager, and preparation, scheduling and document collection to your CSR
  • Work the plan with your Account Manager and coach them as they grow, and cover for each other so clients always reach a licensed advisor
  • Keep our CRM accurate, with a clear next action, owner and due date on every deal and a reason on every lost deal, and hand bound policies to Servicing clean

Skills

P&C insurance sales
Active CA P&C license
Homeowners insurance knowledge
Leadership / mentoring
Communication & organization
AI tooling in sales

Tools

CRM software

Job description

AACI Group, Inc. is seeking an Account Executive for Five Bays Insurance Agency to own the sales outcomes for your squad, manage California-focused placements including the CALIFORNIA FAIR PLAN and DIC, and drive high-value personal and commercial line deals.

This remote role operates across the US within CA business hours, reporting to the VP of Operations. The position offers base salary of $70k–$90k plus bonus, health benefits, PTO, and growth opportunities, with investment in AI tooling to

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