Account Executive, Insurance Solutions

Formstack

Account Executive handling full sales cycle for insurance solutions at Intellistack. Working with customers to modernize workflows across various insurance operations.

Posted 5/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

Own and grow a territory focused on Insurance accounts
Manage a book of existing customers to proactively drive upsell, cross-sell, and net-new opportunities
Prospect and engage new accounts to expand revenue base
Build and execute strategic account plans, run outbound prospecting campaigns, and drive pipeline generation
Lead full-cycle sales processes from discovery to close
Conduct effective discovery and solutioning with mid-market to enterprise-level customers
Follow the MEDDPICC qualification process and manage detailed deal execution
Negotiate and close complex, high-value deals
Use AI tools to drive your effectiveness in overdelivering on targets

Requirements

What you’ll need

3-5 years of quota-carrying SaaS sales experience
2+ years selling into the Insurance industry OR prior experience working within Insurance/InsureTech
Proven track record exceeding quota in mid-market or enterprise sales environments
Experience selling workflow automation, document management, eSignature, no-code/low-code, AI, or operational software solutions
Strong understanding of insurance operations and workflows
Experience managing opportunities using MEDDPICC or similar sales methodology
Proficiency with Salesforce and utilization of AI tools to drive your sales efficiency at scale.

Benefits

Comp & perks

Health insurance
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

SaaS salesquota-carrying salesworkflow automationdocument managementeSignatureno-code solutionslow-code solutionsAI solutionssales methodologypipeline generation

Soft Skills

negotiationcommunicationstrategic planningprospectingcustomer engagementsolutioningdeal executionrelationship managementleadershipproblem-solving