Household Account Executive (Remote)

Position Summary

This position exists because a household account should not change hands three times between the first conversation and the day the plan is in force. The account executive stays with the household the whole way: the initial consultation, the analysis, the application, the underwriting requirements, the issue, and the service questions that follow.

Our household advisory group operates remotely and works a standard Monday through Friday schedule. Consultations are scheduled by our appointment team, and a case manager handles processing and carrier correspondence so the account executive stays on the client side of the work. Compensation is commission based.

Responsibilities

• Run first consultations and gather the information needed to assess the household
• Build a written recommendation and walk the household through the options
• Complete applications correctly the first time and submit them on schedule
• Follow each file through underwriting, resolving requirements as they are raised
• Deliver the issued plan and confirm the household understands what it covers
• Answer service questions on your accounts and route what belongs elsewhere

Requirements

• Three or more years of professional experience working directly with clients
• Demonstrated follow-through on a process from first contact to completion
• Clear written communication and reliable documentation habits
• Organizational method for tracking many open files at different stages
• Home workspace suitable for confidential conversations, with stable internet
• A full-time schedule Monday through Friday, standard business hours

What the Company Provides

• A consultation calendar maintained for you by the appointment team
• A case manager assigned to your submitted applications
• Structured onboarding covering products, compliance, and file standards
• Company CRM, quoting software, and video conferencing accounts
• Scheduled one-on-ones with a team lead and periodic performance reviews
• Advancement opportunities within the group as positions open

Pay: $108,000.00 - $145,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote