Business Insurance Account Executive

gusto· 84 open roles

Location TBD On-siteFull-time3 weeks ago

Salary

$109,390 - $134,000

Experience

Mid

Job Type

Full-time

Posted

3 weeks ago

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About This RoleAI processing…

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.

All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success. Offer amounts are determined by role, level, and location. Learn more about our Total Rewards philosophy .

AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.

Key Responsibilities

1
Make outbound dials to prospective and existing small business clients to assess their complex P&C insurance needs and recommend suitable coverage options.
2
Quote and issue Property & Casualty policies, primarily with the NEXT Insurance carrier, in our offline sales channel.
3
Achieve required daily, weekly, and monthly sales activity expectations.
4
Provide human-in-the-loop support to optimize the AI Insurance Advisor, Gus, and assist customers with more complex needs.
5
Maintain client relationships, manage policy renewals, and facilitate changes or endorsements to existing policies.
6
Act as a trusted liaison between clients and carriers, including assisting clients with reports of losses and claims settlement when necessary.
7
Actively work to cross-sell and up-sell additional P&C lines of coverage and strive to achieve monthly production goals for units and/or revenue.
8
Maintain accurate and up-to-date client records and policy documentation within CRM systems (SFDC workflow).
9
Use AI-powered workflows as a core part of how you sell: running assigned tools daily, surfacing friction and inefficiencies as you find them, and collaborating with your team to influence what gets built or improved next.
10
Stay current on industry trends, products, regulations, and underwriting guidelines to provide accurate advice and ensure compliance.

Requirements

Achieve required daily, weekly, and monthly sales activity expectations.
AI Fluency : Proven, day-to-day experience integrating AI into how you work - across writing, research, prep, and summarization as a core part of your workflow, with a track record of giving clear, useful feedback that helps improve your tools and processes.
Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.
When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required.

Perks & Benefits

Make outbound dials to prospective and existing small business clients to assess their complex P&C insurance needs and recommend suitable coverage options.

Quote and issue Property & Casualty policies, primarily with the NEXT Insurance carrier, in our offline sales channel.

Provide human-in-the-loop support to optimize the AI Insurance Advisor, Gus, and assist customers with more complex needs.

Experience in the field: Proven experience in insurance sales or brokerage, with coverage level knowledge of commercial P&C products (e.g., Workers' Compensation, BOP, Commercial Auto, E&O). [4+ years]

Licensing: An active Property & Casualty insurance producer’s license

Technical Proficiency: Working knowledge of carrier quoting systems, proficiency in insurance software, and familiarity with CRM systems like Salesforce (SFDC).

We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.

All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success.

About the Role: We are seeking a highly motivated and licensed Property & Casualty (P&C) Insurance Broker to join our team as part of a critical pilot to launch a P&C broker model at Gusto.

You will be essential in evolving Gusto's business insurance channel by acting as a licensed agent to quote and issue business insurance policies with our NEXT Insurance carrier partner.

You will use your expertise to provide direct support and an improved experience for small business customers with complex insurance needs, helping to capture meaningfully higher revenue and accelerating the development of our AI Insurance Advisor.

About the Team: This team is crucial to solving customer experience gaps and optimizing our offline insurance channels.

You will be a SME who is part of the "human-in-the-loop" workflows required to train and optimize Gus as an AI insurance advisor.

Our collective vision is to be an expert advisor that supports small businesses through every stage of growth, with this pilot being key to establishing our digital insurance agency and licensed agent integration.

Here’s what you’ll do day-to-day: Make outbound dials to prospective and existing small business clients to assess their complex P&C insurance needs and recommend suitable coverage options.