Position Details
About this role
Senior Insurance Account Executive responsible for growing new business in specialized insurance verticals, managing complex client needs, and guiding quotes and underwriting while leveraging Embroker’s platform.
Key Responsibilities
- Pipeline management and lead prioritization
- Lead optimization with Head of Revenue
- Qualify and convert inbound inquiries
- Prepare applications and submissions for quotations
- Bind coverage and manage client relationships
Technical Overview
Uses Salesforce for lead progression and CRM; interacts with underwriting and web-based quoting tools; remote cross-functional collaboration.
Ideal Candidate
The ideal candidate is a senior account executive with 5+ years in agency sales within the insurance industry, holding an active P&C license and deep knowledge of D&O, Tech E&O, and Cyber insurance, capable of leveraging Salesforce for pipeline management in a remote, global team.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
No active Property & Casualty license, Less than 5 years agency sales experience, No experience with Salesforce or quoting tools
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