Account Associate

AACI Group, Inc.

4d•$50,000 - $60,000•Remote

About The Position

Five Bays Insurance Agency, part of AACI Group, is an independent personal lines insurance agency helping homeowners and property owners secure coverage in hard-to-insure, catastrophe-prone markets, initially focusing on California. The agency works in squads consisting of an Account Executive, an Account Manager, and a Customer Service Representative, supported by automated quoting, a Manual Quoting team, and a centralized Servicing team. The Account Associate is the operational engine of the squad, keeping the inbox organized, preparing deals, and handling work that does not require a licensed advisor. No insurance license is required. This role offers an opportunity to learn insurance sales from the inside and develop toward a licensed career. The position is remote within the U.S., follows California business hours (Pacific time), and reports to the VP of Operations while working day to day with the squad’s Account Executive. The Account Associate does not discuss or interpret coverage, recommend carriers, present or explain quotes, or bind policies. Those conversations are owned by the licensed Account Executive and Account Manager.

Requirements

At least 1 year of experience in customer service, sales support, operations, or a similar role.
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.

Nice To Haves

Insurance experience.

Responsibilities

Triage the squad inbox and match every email and call to the right deal in the CRM.
Make first contact on new deals and route each one to the right lane according to switch rules.
Prepare deals for the Account Executive and Account Manager by collecting factual information, confirming property details, and gathering required documents.
Schedule calls and follow-ups, and chase pre-bind documents from clients.
Keep every deal current in the 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 AI-native tools to draft, log, and organize work faster.