Embroker
Insurance Account Executive - Remote
Embroker, San Francisco, California, United States, 94199
Overview
This is a fully remote position. We welcome applicants from across the U.S., with preference for candidates based in the Midwest, Southeast, Southwest, and Mountain West regions. A full list of preferred states is included at the bottom of this posting. Base Salary: $85,000–$125,000* + Variable Compensation + Equity. *Actual base salary is dependent on experience and geographic location. Position Overview
The Account Executive plays a key role in driving the growth of Embroker’s Direct Sales channel by converting qualified inbound leads and advising prospective clients on tailored insurance solutions. This role requires a motivated self-starter with strong interpersonal skills, a consultative sales approach, and a passion for solving client challenges. The ideal candidate is highly responsive, detail-oriented, and methodical in managing pipeline activities to ensure reliable forecasting and consistent progress toward team goals. As a front-line representative of Embroker’s insurtech platform, the Account Executive helps deliver a modern, client-focused buying experience that aligns with our mission to simplify and improve business insurance. Job Duties
Pipeline and CRM Management : Maintain accurate records of all sales activities, customer interactions and deal progress. Ensure all opportunity fields are properly updated to support healthy pipeline hygiene and reliable forecasting. Provide accurate projections toward quarterly goals and collaborate with sales leadership to identify opportunities for improved conversion or deal quality. Lead Conversion : Take full ownership of inbound leads generated by Embroker and self-sourced opportunities. Qualify prospects efficiently, assess their business needs, and guide them through the buying journey. Maintain a high conversion rate in line with team benchmarks. Consultative Advisory & Broker Services : Act as a trusted advisory by understanding each prospect's unique business needs and recommending tailored insurance solutions. Maintain a deep understanding of Embroker’s offerings and open marketing alternatives to deliver exceptional solutions throughout the sales process. Cross-Functional Collaboration : Partner closely with the Client Success team to ensure a smooth transition from sale to onboarding, supporting clients with post-sale questions and maintaining continuity of service. Act as a liaison between the customer and internal teams to ensure client needs are addressed promptly and insights are shared to improve the overall customer experience. Product Improvement : Leverage insights gained from client interactions and feedback to help shape the evolution of Embroker’s proprietary products. Perform other duties as assigned. Qualifications
Bachelor's degree Relevant professional certification (e.g., RPLU, CPCU, ARM) is a plus 4+ years in commercial insurance client management or sales Active state insurance license Experience with professional liability, management liability, or cyber liability is a plus Skilled at managing & prioritizing workloads to meet the needs of prospective clients Proven ability to consistently meet sales goals Ability to work both independently and as part of a team Excellent verbal and written communication skills with the ability to communicate complex insurance themes with senior-level positions at prospects Experience with Salesforce and Google Suite Ability to work cross-culturally on a global team Prolonged periods of time sitting at a desk and working on a computer Ability to perform at a high-level in a remote work environment Preferred States for Remote Work Eligibility
Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming. Our Values
The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space. Pack First We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent. Be All-In We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity. Create Magic We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy. Benefits Summary
US Employees Medical - 5 plans to choose from including one with an employer funded HSA Dental - Employer pays 100% of employee premium Vision - Employer pays 100% of employee premium Life and AD&D - Employer provided as well as additional voluntary Short and Long Term Disability - Employer provided Flexible Spending Accounts - Medical and Childcare Accident Critical Illness Employee Assistance Program - Including dependents Pet Insurance 401(k) with Employer Match Unlimited Flexible Time Off (Vacation) Sick Time 12-Weeks Paid Parental Leave Work from Home Office Set-up Stipend Paid Subscription for Wellable Wellness Stock options Canadian Employees Medical Dental Vision Life and AD&D Long Term Disability Employee Assistance Program Additional portable insurance coverage is also available including: Life AD&D Critical Illness Additional benefits offered: RRSP with Employer Match Unlimited Flexible Time Off (Vacation) Sick Time Parental Leave with Salary Top-Up Program Work from Home Office Set-up Stipend Paid Subscription for Wellable Wellness Stock options
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This is a fully remote position. We welcome applicants from across the U.S., with preference for candidates based in the Midwest, Southeast, Southwest, and Mountain West regions. A full list of preferred states is included at the bottom of this posting. Base Salary: $85,000–$125,000* + Variable Compensation + Equity. *Actual base salary is dependent on experience and geographic location. Position Overview
The Account Executive plays a key role in driving the growth of Embroker’s Direct Sales channel by converting qualified inbound leads and advising prospective clients on tailored insurance solutions. This role requires a motivated self-starter with strong interpersonal skills, a consultative sales approach, and a passion for solving client challenges. The ideal candidate is highly responsive, detail-oriented, and methodical in managing pipeline activities to ensure reliable forecasting and consistent progress toward team goals. As a front-line representative of Embroker’s insurtech platform, the Account Executive helps deliver a modern, client-focused buying experience that aligns with our mission to simplify and improve business insurance. Job Duties
Pipeline and CRM Management : Maintain accurate records of all sales activities, customer interactions and deal progress. Ensure all opportunity fields are properly updated to support healthy pipeline hygiene and reliable forecasting. Provide accurate projections toward quarterly goals and collaborate with sales leadership to identify opportunities for improved conversion or deal quality. Lead Conversion : Take full ownership of inbound leads generated by Embroker and self-sourced opportunities. Qualify prospects efficiently, assess their business needs, and guide them through the buying journey. Maintain a high conversion rate in line with team benchmarks. Consultative Advisory & Broker Services : Act as a trusted advisory by understanding each prospect's unique business needs and recommending tailored insurance solutions. Maintain a deep understanding of Embroker’s offerings and open marketing alternatives to deliver exceptional solutions throughout the sales process. Cross-Functional Collaboration : Partner closely with the Client Success team to ensure a smooth transition from sale to onboarding, supporting clients with post-sale questions and maintaining continuity of service. Act as a liaison between the customer and internal teams to ensure client needs are addressed promptly and insights are shared to improve the overall customer experience. Product Improvement : Leverage insights gained from client interactions and feedback to help shape the evolution of Embroker’s proprietary products. Perform other duties as assigned. Qualifications
Bachelor's degree Relevant professional certification (e.g., RPLU, CPCU, ARM) is a plus 4+ years in commercial insurance client management or sales Active state insurance license Experience with professional liability, management liability, or cyber liability is a plus Skilled at managing & prioritizing workloads to meet the needs of prospective clients Proven ability to consistently meet sales goals Ability to work both independently and as part of a team Excellent verbal and written communication skills with the ability to communicate complex insurance themes with senior-level positions at prospects Experience with Salesforce and Google Suite Ability to work cross-culturally on a global team Prolonged periods of time sitting at a desk and working on a computer Ability to perform at a high-level in a remote work environment Preferred States for Remote Work Eligibility
Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming. Our Values
The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space. Pack First We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent. Be All-In We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity. Create Magic We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy. Benefits Summary
US Employees Medical - 5 plans to choose from including one with an employer funded HSA Dental - Employer pays 100% of employee premium Vision - Employer pays 100% of employee premium Life and AD&D - Employer provided as well as additional voluntary Short and Long Term Disability - Employer provided Flexible Spending Accounts - Medical and Childcare Accident Critical Illness Employee Assistance Program - Including dependents Pet Insurance 401(k) with Employer Match Unlimited Flexible Time Off (Vacation) Sick Time 12-Weeks Paid Parental Leave Work from Home Office Set-up Stipend Paid Subscription for Wellable Wellness Stock options Canadian Employees Medical Dental Vision Life and AD&D Long Term Disability Employee Assistance Program Additional portable insurance coverage is also available including: Life AD&D Critical Illness Additional benefits offered: RRSP with Employer Match Unlimited Flexible Time Off (Vacation) Sick Time Parental Leave with Salary Top-Up Program Work from Home Office Set-up Stipend Paid Subscription for Wellable Wellness Stock options
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