State Licensed Insurance Account Executive

Job Summary

A company is looking for an Insurance Account Executive - Remote.

Key Responsibilities

• Manage pipeline and CRM to maintain accurate records of sales activities and ensure reliable forecasting
• Convert inbound leads and assess client needs to guide them through the buying journey
• Collaborate with the Client Success team to ensure a smooth transition from sale to onboarding

Required Qualifications

• Bachelor's degree
• Relevant professional certification (e.g., RPLU, CPCU, ARM) is a plus
• 4+ years in commercial insurance client management or sales
• Active state insurance license
• Experience with professional liability, management liability, or cyber liability is a plus