This role focuses on closing small-business insurance policies at volume. The Account Executive will take qualified leads, understand their needs, and guide them through the decision-making process to a closed policy. This is a phone-closing role where success is measured by policies closed, revenue booked, conversion quality, and sales accuracy. The position involves handling straightforward sales as well as more complex "recovery" opportunities where initial classifications or quotes did not work, requiring the ability to diagnose issues, rebuild solutions, and clearly explain recommendations to clients. The role utilizes AI tools for account context and preparation, but the core function is direct customer interaction and closing.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed