Five Bays Insurance Agency · 2 days ago
Personal Insurance Account Manager
Walnut Creek, CA
Full-time
Hybrid
Mid Level
3+ years expFive Bays Insurance Agency is an independent personal lines insurance agency focused on helping homeowners secure coverage in catastrophe-prone markets. The role of Account Manager is foundational, involving managing the sales cycle, advising clients, and leveraging AI tools to enhance service delivery.
Insurance
Responsibilities
Qualify and close new personal P&C business. You will not be required to source and find candidates but rather quote and service ones that are brought into the agency
Manage the full sales cycle from discovery through bind
Gather and submit accurate underwriting information
Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage
Advise clients on coverage options, pricing, and market constraints
Set expectations around inspections, underwriting requirements, and risk mitigation
Servicing requests from clients as needed
Qualification
Required
3+ years of P&C insurance sales experience
Active Property & Casualty license (California or ability to obtain)
Strong knowledge of homeowners insurance and related lines
Proven ability to close business in competitive or constrained markets
Excellent communication and organizational skills
Desire to embrace and incorporate advanced AI tooling into sales workflows
Benefits
Health benefits
Paid time off
Company
Five Bays Insurance Agency
Five Bays Insurance Agency is an independent brokerage helping people in catastrophe-prone states find affordable insurance, currently licensed to serve clients in California.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase