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Pathpoint

Digital wholesale brokerage for E&S insurance

Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeWashington, DC, USA$103k - $123k

About the Job

Requirements

  • At least 3 years in a quota-carrying or production role in commercial property and casualty insurance, with excess and surplus exposure through carriers, wholesalers, intermediaries, or retail brokerages.
  • A track record of opening new relationships from a cold start, including finding, appointing, and growing agencies.
  • Direct experience in the managing general agent, programs, or excess and surplus binding authority space.
  • Comfort running a full sales cycle, including territory planning, prospecting, discovery, pipeline management, and follow-through.
  • Proven ability to lead sales conversations with principals and senior producers at retail agencies.
  • Strong written and verbal communication and judgment about which to use in a given situation.
  • An active property and casualty producer license in the state of residence is strongly preferred; new hires without one are expected to obtain it within six months, with support and funding.

Responsibilities

  • Build and execute a territory plan, choosing agencies to target and grow and determining where premium will come from; own the sales target and the plan to achieve it.
  • Serve as the primary contact for existing producing agencies, deepen relationships through appetite guidance, product education, and proactive outreach, and conduct quarterly business reviews with key agency partners.
  • Identify and qualify promising retail agencies through outreach, referrals, industry events, and personal networks, then move them from initial conversation to appointment and submissions.
  • Maintain an accurate, current view of opportunities in Salesforce, forecast honestly, and manage the activity that drives results.
  • Develop expertise in the market, carriers, and appetite, and use product knowledge as a selling tool.
  • Partner with underwriting, operations, marketing, and product teams to share field feedback and help keep appetite, product, and customer experience aligned with agents’ needs.
  • Appoint agencies and help place accounts to grow the company’s footprint.

Desired Qualifications

  • Experience with Salesforce, Slack, Notion, Ascend, or Retool.

About the Company

Pathpoint

Digital wholesale brokerage for E&S insurance

Pathpoint is a digital wholesale broker for the excess and surplus (E&S) insurance market. It connects retail agents with multiple A-rated E&S carriers through a proprietary platform, enabling agents to receive bindable quotes in minutes for small commercial risks such as General Liability, Commercial Property, Excess Casualty, and Cyber Liability. The platform supports a short dynamic application, e-signature, and 24/7 agent access, and Pathpoint earns commissions on policies bound through the platform while giving agents free access to more carriers and offering carriers better market reach and data insights. Licensed in all 50 states and operating as a Lloyd's of London coverholder, Pathpoint aims to simplify and scale E&S distribution for agents and carriers, expanding market access and improving underwriting efficiency.

Company size
51-200
Company stage
Early VC
Total funding
$42.5M
Headquarters
Washington DC, District of Columbia
Founded
2017

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