Lead Account Executive

AACI Group

. Own the squad's pipeline and results by prioritizing deals, setting the approach for each client and hitting new business premium targets .

Posted 10/31/2026full-timeRemote • United StatesSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Property & Casualty insurance sales, with a strong focus on homeowners insurance in catastrophe-exposed markets. Proven ability to lead and mentor teams while effectively managing client relationships and sales pipelines.

Highest-signal resume keywords

Property & Casualty Insurance Sales ExperienceActive Property & Casualty LicenseHomeowners Insurance KnowledgeExperience with California FAIR PlanCoaching and Mentoring Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Closing Personal Lines BusinessHandling Complex ObjectionsRisk Quoting DecisionsBinding CoverageClient Election Confirmation

Soft Skills

Excellent Communication SkillsOrganizational Skills

Tools & Technologies

CRM ManagementAdvanced AI Tooling

Certifications & Qualifications

California Property & Casualty License

Industry Keywords

FAIR PlanDICSurplus LinesCatastrophe-Exposed Markets

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

4+ years of P&C insurance sales experience, with a track record of closing personal lines business
Active Property & Casualty license
California license (resident or non-resident) or ability to obtain one within 60 days
Strong knowledge of homeowners insurance in catastrophe-exposed markets
Experience with the California FAIR Plan, DIC and surplus lines is a plus
Experience leading, mentoring or coaching other producers
Excellent communication and organizational skills
Comfortable working a pipeline across email, phone, CRM and shared inboxes
Desire to embrace and incorporate advanced AI tooling into sales workflows
Must work California business hours (Pacific time)

Benefits

Comp & perks

Squad-based variable compensation tied to new business premium
Health benefits
Paid time off
Growth opportunities within Five Bays and AACI Group
Remote work within the U.S.
AI-native tools supporting sales workflows