Licensed Account Executive

Job Summary

A company is looking for an Account Executive - Remote.

Key Responsibilities

• Manage pipeline and CRM, ensuring accurate records of sales activities and reliable forecasting
• Convert inbound leads and guide prospects through the buying journey, maintaining high conversion rates
• Collaborate with the Client Success team for smooth transitions post-sale and contribute to product improvement based on client feedback

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