Embroker

Senior Insurance Account Executive

Embroker

full-time

Posted on:

Location Type: Remote

Location: Alabama • Alaska • United States

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Salary

💰 $105,000 - $140,000 per year

Job Level

Senior

About the role

  • Pipeline Management: Prioritize and manage a consistent flow of high-intent, qualified leads generated by marketing and business development efforts.
  • Lead Optimization: Collaborate with the Head of Revenue to provide feedback on lead quality, helping to refine targeting for strategic marketing campaigns.
  • Rapid Response: Execute timely outreach to inbound inquiries and referrals, leveraging technical expertise to convert interest into active submissions.
  • Consultative Qualification: Evaluate the complex risk management needs of provided leads to ensure alignment with our core verticals, such as D&O and Cyber.
  • Placement: Assist in preparing applications and submissions for quotation to appropriate insurance carrier partners; obtain underwriting approval and present customers with quotes and value propositions to bind coverage.
  • Client Relationships: Build client relationships and trust through strong people skills and technical insurance expertise.
  • Technical Sales: Advise complex clients on appropriate insurance solutions and negotiate terms to successfully bind coverage, leveraging deep technical product knowledge.
  • Service: Collaborate with the Customer Service team to ensure high customer satisfaction and nurture larger ‘named accounts’ to maximize retention and drive referrals.
  • Perform other duties as assigned.

Requirements

  • 5+ years agency sales experience.
  • Active Property & Casualty Insurance license.
  • Expertise and deep commercial lines insurance product knowledge, including but not limited to Management Liability and Tech E&O.
  • Proven track record of high conversion rates when handling company-provided leads and referrals.
  • Ability to use Salesforce to track lead progression and maintain a transparent sales funnel.
  • Ability to multi-task and effectively set and meet deadlines.
  • Proven ability to work independently with little need for supervision.
  • Working knowledge of Google Suite.
  • Experience with web-based quoting tools.
  • Strong verbal, interpersonal, and written communication skills.
  • Ability to work cross-culturally on a global team.
  • Prolonged periods of time sitting at a desk and working on a computer.
  • Ability to perform at a high-level in a remote work environment.
Benefits
  • Health, dental, and vision coverage
  • Retirement savings with employer match
  • Paid parental leave
  • Flexible time off and wellness support
  • Employee assistance programs
  • Remote work stipend
  • Equity participation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
agency sales experiencecommercial lines insurance product knowledgelead conversionrisk management evaluationinsurance underwritingtechnical salesclient relationship managementmulti-taskingremote work proficiency
Soft Skills
strong people skillsverbal communicationinterpersonal skillswritten communicationindependent workdeadline managementcross-cultural collaboration
Certifications
Property & Casualty Insurance license