Account Executive

Job Type: Full-Time | Remote
Location: US
Salary: Base pay + Performance-based earnings (Client Retention Bonus Structure)

About Us
We are a New York–based concierge insurance agency offering tailored insurance solutions to individuals and businesses across the U.S. We combine personalized service with modern technology to help clients confidently manage their insurance needs. As a remote-first team, we focus on building strong relationships, delivering exceptional service, and making insurance simple and accessible.

Job Overview
We are seeking experienced Account Executives with a solid background in U.S. insurance operations. This is a remote, client-facing role where you will manage a book of 200+ clients—guiding them through policy servicing, billing, renewals, and claims processes. You will work directly with both clients and U.S. carriers.

This role is performance-driven: the more clients you retain and manage effectively, the more you earn. Candidates must be familiar with US carriers, insurance systems, and the underwriting process.

Non-Negotiable Requirements
- Proven experience working with U.S. insurance companies
- Solid understanding of insurance and underwriting workflows
- Hands-on experience using Ezlynx or comparable AMS/CRM
- Ability to manage and communicate with U.S.-based clients and teams

Key Responsibilities
- Manage and support a portfolio of 200+ clients
- Handle onboarding, billing inquiries, endorsements, and renewals
- Assist with claims coordination and carrier follow-ups
- Build lasting client relationships through regular communication
- Maintain accurate records in Ezlynx or internal ticketing systems
- Meet defined KPIs (client retention, response times, quality of service)

Qualifications
- Minimum 1–2 years of experience with a U.S.-based insurance agency or carrier (REQUIRED)
- Knowledge of personal and/or commercial insurance lines
- Strong command of English (written and spoken)
- Tech-savvy and highly organized with remote work discipline
- High emotional intelligence and client-first approach
- Comfortable handling multiple client interactions daily

What We Offer
- Competitive base pay + performance-based incentives (more clients retained = higher earnings)
- Remote-first culture with flexible hours (Work-Life Balance)
- Extensive onboarding, training, and process support
- Opportunities for career growth and performance bonuses
- Supportive and collaborative remote work environment