Account Associate
New
F
Five Bays Insurance AgencyPersonal lines insurance
Remote within the U.S., California business hours (Pacific time)Full-TimeJunior
Salary50,000 - 60,000 USD per year
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Job Details
- Experience
- 1+ years in customer service, sales support, operations or a similar role
- Required Skills
- Customer serviceCRM
Requirements
- Have 1+ years of experience in customer service, sales support, operations, or a similar role.
- Bring strong organization and follow-through, with a focus on clearing the queue.
- Communicate clearly and professionally in writing and by phone.
- Be comfortable working across email, phone, CRM, and shared inboxes.
- Be willing to embrace and incorporate advanced AI tooling into daily workflows.
- Have an interest in sales and growing into a licensed role.
- Insurance experience is a plus, not a requirement.
- No insurance license is required.
Responsibilities
- Triage the squad inbox and match emails and calls to the right deal in the CRM.
- Make first contact on new deals and route each one to the appropriate lane using switch rules.
- Collect factual information, confirm property details, and gather required documents for the AE and AM.
- Schedule calls and follow-ups, and request pre-bind documents from clients.
- Keep each deal current in the CRM with a next action, owner, and due date.
- Prepare manual quote requests and assemble the handoff package at bind.
- Answer the squad phone line and take a turn on the Intake rotation.
- Use AI-native tools to draft, log, and organize work.
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