Insurance Account Executive - Remote
United StatesJob Description
Who we are at Embroker: Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers.
Position Overview: The Account Executive is essential for driving growth within Embroker's Direct Sales channel, converting qualified inbound leads and advising clients on tailored insurance solutions. We seek a motivated self-starter with a consultative sales approach, exceptional interpersonal skills, and a passion for solving complex client challenges. Representing Embroker's Insurtech platform, the Account Executive delivers a modern, client-focused buying experience.
Job Duties
- Pipeline and CRM Management: Maintain accurate records of all sales activities, customer interactions and deal progress. Ensure all opportunity fields are properly updated to support healthy pipeline hygiene and reliable forecasting.
- Lead Conversion: Take full ownership of inbound leads generated by Embroker and self-sourced opportunities. Qualify prospects efficiently, assess their business needs, and guide them through the buying journey.
- Consultative Advisory & Broker Services: Serve as a trusted advisory by understanding each prospect's unique business needs and recommending tailored insurance solutions.
- Cross-Functional Collaboration: Partner closely with the Client Success team to ensure a smooth transition from sale to onboarding, supporting clients with post-sale questions.
- Product Improvement: Leverage insights gained from client interactions and feedback to help shape the evolution of Embroker's proprietary products.
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 P&C insurance license
- Experience with management liability is required, professional or cyber liability experience is a plus
- Proven ability to consistently meet sales goals
- Excellent verbal and written communication skills with the ability to communicate complex insurance themes with senior-level positions
- Experience with Salesforce and Google Suite
Benefits & Perks
- Health, dental, and vision coverage
- Retirement savings with employer match
- Paid parental leave
- Flexible time off and wellness support
- Remote work stipend & Equity participation
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