Account Manager (Licensed)

AACI Group•Walnut Creek, CA

6d•Hybrid

About The Position

Five Bays Insurance Agency is an independent personal lines insurance agency helping homeowners and property owners secure coverage in hard-to-insure, catastrophe-prone markets, with an initial focus on California. We specialize in navigating constrained underwriting environments and helping clients maintain meaningful, sustainable coverage. This is a foundational role in building a new kind of personal lines insurance agency. You will be on the ground floor helping define how we sell, place, and advise clients in some of the most challenging insurance markets, working closely with leadership to shape sales processes, underwriting workflows, and client experience. The role combines hands-on production with the opportunity to leverage AI-native tools developed across AACI Group to improve speed, accuracy, and outcomes, and is ideal for someone excited to build, influence, and grow with a modern, advisory-driven agency from day one.

Requirements

3+ years of P&C insurance sales experience
Active Property & Casualty license (California or ability to obtain)
Strong knowledge of homeowners insurance and related lines
Proven ability to close business in competitive or constrained markets
Excellent communication and organizational skills
Desire to embrace and incorporate advanced AI tooling into sales workflows

Responsibilities

Qualify and close new personal P&C business.
Manage the full sales cycle from discovery through bind
Gather and submit accurate underwriting information
Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage
Advise clients on coverage options, pricing, and market constraints
Set expectations around inspections, underwriting requirements, and risk mitigation
Servicing requests from clients as needed