Account Executive

Your day-to-day work centers on building and maintaining long-term relationships, understanding clients' evolving risks, and designing smart insurance solutions that protect what matters most to them. A typical day includes meeting with clients (virtually and occasionally in person), reviewing coverage, identifying gaps or changes in exposure, and placing or adjusting policies with top-tier carriers. You'll collaborate closely with internal service and marketing support so your time is focused on strategy, client conversations, and growth.
What you'll be doing Work company-provided leads from initial discovery through close
Document every touchpoint in the CRM and follow up on stalled pipeline
Run policy reviews, present quotes, and place coverage that fits the client
Bring back field intel — objections, pricing pressure, competitor activity — to weekly team huddle
What success looks like Day 30: Through onboarding, first commission cleared, hitting daily activity targets
Month 6: Producing in the middle of the band — about $91K annualized
Year 1: Top quartile clears $250K+ and is in the conversation for team lead or closer roles
Who we're looking for Coachable. Sales experience is a plus but track record of grinding through anything counts more
Comfortable being measured by output — activity, close rate, and earned commission
Why this beats the average posting First, our culture truly comes first. We are a boutique, independent agency where relationships matter, both with clients and within our team.

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