Account Associate

To support a dynamic sales team, the full-time remote Account Associate will manage the squad inbox, prepare deals for Account Executives and Account Managers, and ensure all client interactions are organized and timely. Key Responsibilities Triage the squad inbox and match emails and calls to the appropriate deals in the CRM Prepare deals for Account Executives and Account Managers by collecting necessary information and documents Maintain up-to-date records in the CRM with clear next actions and due dates for each deal Required Qualifications 1+ years in customer service, sales support, operations, or a similar role; insurance experience is a plus No insurance license required Exceptionally organized with a focus on clearing tasks and following through Interest in sales and a desire to grow into a licensed role Comfortable using email, phone, CRM, and shared inboxes