AACI Group

Account Executive

• Own the squad's pipeline and results by prioritizing deals, setting the approach for each client and hitting new business premium targets
• Advise clients on coverage, carrier options and market constraints, including FAIR Plan, DIC and surplus lines placements
• Handle complex objections, eligibility questions and coverage changes
• Decide when a risk needs manual or wholesale quoting
• Confirm client elections and required pre-bind documents
• Bind coverage with carriers, MGAs and wholesalers
• Delegate licensed follow-ups and closes to the AE Follow
• Delegate preparation, scheduling and document collection to the Support Associate
• Coach and develop the AE Follow
• Cover for other advisors so clients always reach a licensed advisor
• Keep the CRM accurate with a next action, owner and due date on every deal
• Hand bound policies cleanly to the centralized servicing team
• Report to the VP of Operations

Explore Lead Account Executive at AACI Group. Review requirements and application details.

Lead Account Executive

• Own assigned deals end to end, especially straightforward homeowners and dwelling placements, from quote review through bind
• Walk clients through quote results in the online quote experience, by email or phone, and answer coverage and premium questions
• Make licensed callbacks, explain revised options, and handle standard objections within the AE Lead's plan
• Close and bind business with carriers, MGAs, and wholesalers when designated, including required pre-bind acknowledgements
• Cover for the AE Lead so clients always reach a licensed advisor, and bring material coverage or eligibility changes back to the Lead
• Work with the squad's Support Associate on preparation, scheduling, and document collection
• Keep every deal in the CRM current with a next action and due date
• Hand bound policies to the centralized servicing team with complete records
• Report to the VP of Operations and work day to day with the squad's AE Lead

Explore Account Executive at AACI Group. Review requirements and application details.

Open roles

Lead Account Executive

Account Executive