Account Manager I

2+ years of insurance sales experience Active insurance license Proficiency with navigating multiple software platforms Strong written and verbal communication skills Experience working virtually or in a remote environment (preferred) Self-motivated and goal-oriented (preferred)

Engage with interested leads from marketing or lead generation channels. Conduct high-volume outreach (calls, emails, SMS) to prospective agencies. Vet agencies for platform fit, including licensing and E&O. Facilitate the sign-up and contract process. Support onboarding and integration of agencies. Help agencies gain access to over 130 carriers. Collaborate with internal teams for smooth onboarding.