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Harper Group

AI-driven insurance brokerage for SMBs

Account Executive - Partnerships

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Closed referral, channel, partnership, franchise, marketplace, or relationship-sourced business.
  • Ability to manage the interests and expectations of both customers and professional partners.
  • Clear communication with business owners and professional partners.
  • Comfort with high-volume phone work and visible conversion measurement.
  • Ability to earn and maintain the required commercial insurance licenses.
  • Must obtain a commercial insurance producer license within approximately 30 days of starting; Harper pays for training and licensing.
  • Must be based in Atlanta or San Francisco, or be ready to relocate.

Responsibilities

  • Respond quickly to referred customers and make the handoff feel continuous rather than requiring the customer to start over.
  • Understand what the partner promised the customer and what Harper is expected to deliver.
  • Carry qualified opportunities through intake, quote, recommendation, objection handling, and close.
  • Protect customer consent and trust by sharing only status and information appropriate to the partner relationship.
  • Keep the partner informed through the approved channel with clear outcome, timing, blocker, and next-step information.
  • Identify repeatable patterns in partner segments, introductions, customer types, and handoffs that produce durable value.
  • Coordinate with intake, placement, markets, service, and the partnership owner while maintaining one accountable sales owner.
  • Provide the Head of Partnerships with conversion, quality, and service evidence.
  • Improve partner-sourced conversion, booked revenue, response time, and partner retention without weakening customer trust.

About the Company

Harper Group

AI-driven insurance brokerage for SMBs

Harper Group is an AI-native commercial insurance brokerage that connects small- and mid-sized businesses with more than 160 insurance carriers for workers’ compensation and general and professional liability. Its product works by using AI to run almost all licensed agency workflows—routing submissions, following up with underwriters, collecting documents, and managing pipelines—so the brokerage can complete client placements in about one to two days instead of several days, and handle a larger volume of customers each month. Harper differentiates itself from competitors through its heavy use of automation to reduce manual work and speed, enabling it to serve thousands of customers efficiently while maintaining relationships with a broad carrier network. The company’s goal is to scale brokerage operations, grow its engineering and brand, and broaden access to coverage for more businesses by increasing speed, accuracy, and capacity in its processes.

Company size
51-200
Company stage
Series A
Total funding
$47.1M
Headquarters
San Francisco, CA
Founded
2024

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