California Licensed Account Executive
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Job Summary
Owning the sales outcomes for a dedicated squad, the full-time California Licensed Account Executive will manage client pipelines, lead complex insurance placements, and advise clients on coverage options while working remotely.
Key Responsibilities
- Own the squad's pipeline and results, prioritizing deals and hitting new business premium targets
- Lead complex placements, including California FAIR Plan and multi-property clients, while advising on coverage and market constraints
- Delegate tasks effectively to the Account Manager and Customer Service Representative to streamline operations and ensure client satisfaction
Required Qualifications
- 4+ years of P&C insurance sales experience with a proven track record in personal lines business
- Active Property & Casualty license with California licensure or the ability to obtain one within 60 days
- Strong knowledge of homeowners insurance in catastrophe-exposed markets, including experience with the California FAIR Plan and surplus lines
- Experience in leading, mentoring, or coaching other producers
- Desire to incorporate advanced AI tooling into sales workflows
Complete Job Description
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