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Insurance Account Executive Jobs in San Ramon, CA

Account Executive

Brisbane, CA · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Account Executives strategically find the best solutions for businesses interested in Odoo's SaaS ... Key Account Managers What's great in the job? * Healthcare, Dental, Vision, Life Insurance ...

Account Executive

Sunnyvale, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We are looking for a high-energy and entrepreneurial Account Executive who can recognize ... Medical, Dental, Vision insurance * 401(k) plan

Account Executive

San Jose, CA · On-site

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Account Executive (B2B) Full-Time Compensation: $60,000 - $85,000 Base + Commission/Bonuses Job ... Build and maintain relationships with insurance agents, adjusters, plumbers, property managers, and ...

Account Executive

San Jose, CA · Hybrid

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Description Account Executive (B2B) Full-Time Compensation: $60,000 - $85,000 Base + Commission ... plumbers, insurance professionals, and commercial clients. This role is best suited for a ...

Account Executive

San Jose, CA · On-site

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Job Type Full-time Description Account Executive (B2B) Full-Time Compensation: $60,000 - $85,000 ... plumbers, insurance professionals, and commercial clients. This role is best suited for a ...

Hybrid Account Executive

San Francisco, CA · Hybrid

  • Medical

  • Retirement

  • PTO

Hybrid Account Executive Benefits - Starting OTE $200K - $300K - Generous equity - Comprehensive medical insurance - 401K retirement plan - PTO and sick time - Remote work flexibility - Career growth ...

Account Executive

Newark, CA · On-site

$50K - $55K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

We offer Paid Vacation, Paid Sick Leave, 401k, Medical/Dental Health Insurance, Holiday Bonus ... Account Executive Branch Office: Western Region Account Executive will be responsible for selling ...

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Showing results 1-20

Insurance Account Executive information

See San Ramon, CA salary details

$36.3K

$82.6K

$172.7K

How much do insurance account executive jobs pay per year?

As of Aug 16, 2026, the average yearly pay for insurance account executive in San Ramon, CA is $82,642.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $98,900.00 per year, depending on experience, location, and employer.

What does an insurance account executive do?

An Insurance Account Executive is responsible for managing client relationships, identifying insurance needs, and providing tailored coverage solutions. They work closely with clients to assess risks, negotiate policies with insurers, and ensure optimal coverage. Additionally, they generate new business, maintain existing accounts, and stay updated on industry regulations and insurance products. Their role requires strong communication, sales, and analytical skills to provide the best insurance solutions for clients.

What are the key skills and qualifications needed to thrive as an insurance account executive?

To thrive as an Insurance Account Executive, you need a solid understanding of insurance products, sales strategies, and client relationship management, usually supported by a bachelor's degree or relevant industry experience. Familiarity with CRM software, quoting platforms, and state licensing or insurance certifications are critical for handling applications and policies. Strong interpersonal skills, persuasive communication, and problem-solving enable you to build trust and address client needs effectively. These competencies are essential for driving business growth, maintaining client satisfaction, and succeeding in a competitive insurance market.

Is an insurance account executive a high level job?

An insurance account executive is typically considered a mid- to senior-level role that involves managing client accounts, developing sales strategies, and providing insurance solutions. Advancement to higher positions such as manager or director is possible with experience and additional certifications, but the role itself is generally not classified as executive-level.

What do insurance account executives do in insurance?

Insurance account executives manage client accounts by providing insurance policy options, explaining coverage details, and handling renewals or claims. They build relationships with clients, assess their insurance needs, and work with underwriters to ensure appropriate coverage. Strong communication skills and knowledge of insurance products are essential for success in this role.

What does a typical day look like for an insurance account executive?

A typical day for an Insurance Account Executive involves prospecting new clients, meeting with existing clients to discuss their coverage needs, and preparing customized insurance proposals. You’ll often collaborate with underwriters, claims specialists, and other team members to ensure each client receives suitable policies and prompt service. Managing client accounts, responding to inquiries, and staying updated on industry trends are also key daily tasks. The role balances time between sales activities, client service, and administrative responsibilities, offering a dynamic work environment well-suited for professionals who enjoy variety and relationship-building.

What job categories do people searching Insurance Account Executive jobs in San Ramon, CA look for?

The top searched job categories for Insurance Account Executive jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Insurance Account Executive jobs?

Cities near San Ramon, CA with the most Insurance Account Executive job openings:

Infographic showing various Insurance Account Executive job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $82,642 per year, or $39.7 per hour.

Account Executive

odoo

Brisbane, CA • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago


Odoo rating

9.4

Company rating: 9.4 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

11th of 244 rated software companies


Job description

8000 Marina Blvd #300, Brisbane, CA 94005, United States
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Our Sales Team is seeking an enthusiastic Account Executive to take charge of the entire sales cycle and analyze client business operations all across North America. Apply now!
Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications-covering everything from accounting and inventory to CRM and project management-works together seamlessly to support efficiency and growth.
Learn More Recruitment Guidebook
About the Job
Hybrid (4 days onsite, 1 day remote) - Brisbane, CA
Odoo is the world's top open-source ERP SaaS software, and Direct Sales are key to our future success! Account Executives strategically find the best solutions for businesses interested in Odoo's SaaS offerings.
Account Executives work with companies to streamline their business processes with Odoo. This is a technical sales opportunity for experienced individuals who are excited to work at the intersection of software and business. You'll learn how to effectively sell Odoo's diverse software offerings throughout a variety of industries to provide value to customers on all fronts.
As an Account Executive here at Odoo, you will help us achieve our mission of building substantial market share in a variety of different software verticals.
Responsibilities
  • Work with other Account Executives to spearhead the growth & adoption of Odoo SaaS solutions
  • Full sales cycle (90% inbound, 10% outbound), from the discovery and conversion through an initial close, and then post-sale account management for upselling
  • Be a solution engineer that analyzes all aspects of prospects' business operations and builds out a tailored Odoo implementation package to demo
  • Sell a diverse SaaS offering to almost any industry in the North American region
  • Proactively look for opportunities to improve and optimize the sales process
  • Participate in periodic team reviews and updates on business progress, best practice sharing, etc.
  • Hit revenue targets (quota carrying role)

Must Have
  • Bachelor's Degree preferred
  • 1+ years experience in a B2B sales role or brand specific B2C sales role
  • Understanding of business operations
  • Knowledge landscape of software providers in different verticals
  • Demonstrated ability to learn, think on your feet, and communicate effectively
  • Results-oriented, analytical, self-motivated, and a "hands-on" person with a proven ability to meet objectives and targets
  • Creative, outside-the-box thinker, and strategist
  • Ability to perform well in a highly dynamic, rapidly changing environment

Nice to Have
  • 1+ years experience in a closing sales role at a SaaS provider
  • Proven track record of reaching and exceeding sales goals

How does it work in Sales?
Our Sales Department is divided into two parts: Direct & Indirect Sales.
In Direct Sales, we work in direct contact with SMEs. In Indirect Sales, we collaborate with Partners (Odoo resellers).
Sales-minded? Discover our jobs:
  • Account Executives
  • Account Managers
  • Customer Success Managers
  • Key Account Managers

What's great in the job?
  • Healthcare, Dental, Vision, Life Insurance, Flexible Spending Account, Health Savings Account, 401K Matching, and Commuter Benefits
  • PTO (Paid-time-off), paid sick days, and paid holidays
  • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
  • Evolve in a nice working atmosphere with a passionate, growing team!
  • Snacks, fruit, and coffee/drinks on tap!
  • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
  • Company-sponsored events for groups of 6+ employees

The Odoo culture
Building a company we love.
READ Who is your manager?
Being a team leader at Odoo.
READ The founder's story
From 1 to 250 employees in a few years.
READ
The estimated annual compensation range for this role is $70,000-$90,000 OTE(on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records .

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