Licensed Account Executive

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

Jun 11, 2025 - 02:20
 0
Licensed Account Executive
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