Account Executive - Insurance

Account Executive - B2B Insurance Sales

70k Base, 140k OTE

Onsite/Field in Dallas, TX 75252

Position Overview

Key Responsibilities

• Responsible for growing our network of independent insurance agencies by prospecting, marketing, and building relationships to recruit new member agencies.
• This role combines strategic business development with consultative selling to help agencies succeed and grow.
• Develop and maintain a high-volume prospect pipeline of start-up agencies, scratch agencies, existing agency owners, and larger opportunity partners.
• Partner with marketing to create and deploy effective materials to generate qualified leads.
• Identify, contact, and engage prospective agencies through calls, in-person visits, field work, and social media.
• Evaluate agency suitability for membership in the network and guide prospects through the onboarding process.
• Negotiate and execute membership agreements as directed by the master agency.
• Maintain accurate documentation of all leads, recruiting activity, and agency interactions in the CRM.
• Participate in team meetings, training, and development opportunities

Qualifications

• Bachelor’s degree in Business, Finance, or related field preferred
• 3-5 years of P&C sales experience
• Preferred background in insurance, B2B sales, or entreprenuership
• Proven track record in commercial insurance sales or strong B2B sales experience with interest in commercial lines
• Strong understanding of commercial insurance products and market dynamics
• Excellent communication, presentation, and interpersonal skills
• Strong organizational and time management abilities

Preferred Qualifications

• Experience working with middle-market accounts
• Existing carrier relationships and market knowledge
• Experience using AMS and Salesforce platforms