Account Manager

Role Overview

Five Bays sells in squads: an Account Executive (AE), an Account Manager (AM) and a Customer Service Representative (CSR), backed by automated quoting, a Manual Quoting team for manual and wholesale risks, and a centralized Servicing team that owns everything after bind. As the Account Manager, you are a licensed producer working alongside your squad's Account Executive.

You own straightforward deals from quote to bind, take licensed callbacks and closes off the AE's plate, and step in when the AE is out so clients always reach a licensed advisor. It's a hands-on role for a producer who wants to sell, learn fast and grow toward running a squad.

Key Responsibilities

• Own straightforward deals end to end, especially clean homeowners (HO3) and dwelling (DP3) placements, from quote review through bind
• Walk clients through their quote results in our online quote experience, by email or by phone, and answer coverage and premium questions
• Make licensed callbacks, explain revised options and handle standard objections within the plan your Account Executive sets
• Close and bind business with carriers, MGAs and wholesalers when designated, including required pre-bind acknowledgements
• Cover for your Account Executive so clients always reach a licensed advisor, and bring material coverage, eligibility or strategy changes back to the AE
• Work with your squad's CSR on prep, scheduling and document collection, and keep every deal in our CRM current with a next action and due date
• Hand bound policies to our Servicing team with complete records, so post-bind work stays off the sales desk

Qualifications

• 1+ years of P&C insurance sales or service experience; personal lines preferred
• Active Property & Casualty license (or ability to obtain within 60 days), plus a California non-resident license or the ability to obtain one
• Working knowledge of homeowners insurance, and interest in catastrophe-exposed markets like California
• Clear, confident communicator by phone and email who can explain coverage in plain language
• Organized and responsive, and comfortable managing many open deals at once in a CRM
• Desire to embrace and incorporate advanced AI tooling into sales workflows

Compensation & Benefits

• Base salary of $55,000 to $65,000, plus bonus eligibility
• Health benefits and paid time off
• Growth opportunities within Five Bays and AACI Group, including a path to Account Executive

Location & Reporting

• Based in Boston, MA, in our office 2-3 days a week
• Reports to the VP of Operations, working day to day with your squad's Account Executive