Position Overview The Associate Account Executive (AAE) supports the sales team in analyzing and converting inbound lead opportunities to achieve sales objectives. This role requires strong communication skills to engage…
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$55k–$80k/yr
Full-time
bachelor degree
Posted 2d ago
~40 hrs/week
Remote in Atlanta, Georgia, United States
Responsibilities
The Associate Account Executive supports the sales team by managing the sales funnel, engaging with prospects, and facilitating the quoting process for commercial insurance products. They also provide administrative support, including policy servicing, documentation in Salesforce, and coordination between producers and carriers.
Requirements
Candidates must have a bachelor's degree or equivalent experience, along with at least one year of experience in commercial insurance and sales or customer service. An active P&C insurance license is required, as well as strong communication skills and proficiency in CRM software.
Full job description
Position Overview
The Associate Account Executive (AAE) supports the sales team in analyzing and converting inbound lead opportunities to achieve sales objectives. This role requires strong communication skills to engage with potential customers and close collaboration with senior sales staff and the underwriting team to facilitate the referral and quoting process for the company’s proprietary products. The AAE assists in assessing opportunities and sourcing alternative solutions under the guidance of senior account executives. Success in this role is measured by pipeline activity, sales support efficiency, and progress toward individual development milestones.
Job Duties
Sales Funnel Management
Support the sales funnel by engaging with prospects through warm calls and clear communication to guide them toward policy decisions.
Partner with senior sales staff to ensure industry-specific needs are met and appropriate coverages are recommended.
Maintain accurate account and opportunity records while tracking key performance metrics under supervision.
Quoting & Submissions
Assist in the submission process for new business, including gathering underwriting information and managing quotes across carrier-direct portals.
Provide producer support by compiling comparison summaries and following up on carrier inquiries, subjectivities, and outstanding quotes.
Support account growth by assisting in quoting proprietary digital products and identifying ancillary coverage opportunities.
Policy Servicing & Administrative Support
Deliver end-to-end administrative support by facilitating policy updates, admin/platform support, certificates, endorsements, assembling client binders, and maintaining high-precision Salesforce documentation.
Manage electronic records and system files to ensure seamless workflow accuracy and compliance under supervision.
Team & Carrier Coordination
Facilitate communication between producers and carrier representatives to streamline communication.
Assist the onboarding of new accounts and monitor carrier portals for time-sensitive tasks.
Assist the team with special projects, reporting, and operational support to optimize workflows.
Perform other duties as assigned.
Qualifications
Bachelor’s degree; or an equivalent combination of education and experience
1+ year of experience working in commercial insurance required
1+ year of previous experience in an insurance sales/customer service role required
Active P&C insurance licensure required
Knowledge of the sales process from initiation to close
In-depth understanding of company services and its position in the industry
Demonstrated potential to contribute to expanding the company with new sales, clients, and territories
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers, which includes making cold calls and speaking with new people
Strong computer skills, including Microsoft Office Suite, Google Suite and CRM/Salesforce experience preferred
Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client
Persuasive and goal-oriented
Demonstrated energetic, outgoing, and friendly demeanor
Self-motivated and team-oriented
Able to multitask, prioritize, and manage time efficiently
Ability to work collaboratively or as an active member of a team
Ability to work cross-culturally on a global team
Prolonged periods of time sitting at a desk and working on a computer
Ability to perform at a high-level in a remote work environment
Embroker is the easiest way to intelligently insure any business. By pairing technology and broker expertise, Embroker helps growing businesses save time and find the best value on the right coverage.
As the leading digital insurance brokerage, Embroker is working to massively improve the $800 billion property and casualty (P&C) insurance market. Headquartered in San Francisco, we have offices in Chicago and Boston and customers in all 50 states.
Embroker has been named one the innovators shaping the future of finance by Goldman Sachs and one of the most promising private FinTech Companies in the world by CB Insights.
Offices: 24 Shotwell Street, San Francisco, CA 94103, US · 104 S Michigan Ave, #1120, Chicago, IL 60603, US · 22 Boston Wharf Rd, Boston, MA 02210, US · 401 Park Ave S, Unit 836, New York, NY 10016, US
Embroker is the easiest way to intelligently insure any business. By pairing technology and broker expertise, Embroker helps growing businesses save time and find the best value on the right coverage.
As the leading digital insurance brokerage, Embroker is working to massively improve the $800 billion property and casualty (P&C) insurance market. Headquartered in San Francisco, we have offices in Chicago and Boston and customers in all 50 states.
Embroker has been named one the innovators shaping the future of finance by Goldman Sachs and one of the most promising private FinTech Companies in the world by CB Insights.
Offices: 24 Shotwell Street, San Francisco, CA 94103, US · 104 S Michigan Ave, #1120, Chicago, IL 60603, US · 22 Boston Wharf Rd, Boston, MA 02210, US · 401 Park Ave S, Unit 836, New York, NY 10016, US