Inside Sales Executive, Personal Insurance

This is a fully remote position, open to applicants in North Carolina, +3 more locations.

📋 Description

• Design and execute comprehensive sales strategies to grow and manage a diverse business portfolio.

• Take ownership of the designated territory, encompassing business development, performance metrics, annual planning, and territorial evaluations.

• Conduct diagnostics for agencies to evaluate performance and uncover growth prospects.

• Facilitate agency appointments and cultivate long-lasting relationships in a virtual environment.

• Provide training to new producers and staff regarding products, automation, and related topics.

• Encourage agency partners to utilize Travelers products and services.

• Collaborate with Product, Underwriting, and other internal teams.

• Identify cross-selling opportunities for Travelers products and potential book transfers.

• Acquire knowledge of competitor offerings, capabilities, and local market trends.

• Utilize advanced data and analytics for informed sales decisions and performance assessment.

• Leverage AI technologies to enhance processes, improve decision-making, and foster innovation.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• A Bachelor’s degree in sales, marketing, business, or a related discipline.

• Four or more years of experience in insurance sales or a related field, managing a book of business, driving significant sales growth, meeting sales targets, conducting agency diagnostics, and utilizing digital sales tools.

• At least three years of professional experience in sales, sales support, or a relevant insurance sector.

• Certified Insurance Counselor (CIC) designation or a willingness to obtain it.

• In-depth knowledge of Travelers products and the general Property & Casualty marketplace.

• Strong influencing and negotiation capabilities.

• Demonstrated ability to establish and maintain relationships with a wide range of internal and external stakeholders.

• Exceptional analytical and problem-solving skills.

• Capacity to define goals and priorities and achieve them in a timely fashion.

• Outstanding organizational skills for managing complex tasks and priorities.

• Familiarity with advanced data and analytics, Travelers systems and platforms, and digital sales tools.

🏝️ Benefits

• Health insurance from the first day of employment for employees and eligible family members.

• 401(k) matching dollar-for-dollar up to the first 5% of eligible pay.

• Paying it Forward Savings Program with annual 401(k) contributions for student loan payments.

• Pension Plan fully funded by Travelers.

• A minimum of 20 days of Paid Time Off each year.

• Nine paid company holidays.

• Wellness program offering tools, discounts, resources, and caregiving support.

• Complimentary professional counseling services, health coaching, and mental health resources.

• Matching Gift and Volunteer Rewards program.

• Performance-based cash incentive awards.