Insurance Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage with customers through a consultative sales approach to assess their insurance requirements and propose tailored solutions across property, casualty, and personal lines.

• Discover opportunities for cross-selling and up-selling.

• Assist customers in transitioning between Roamly and third-party insurance carriers when necessary.

• Clearly explain coverage options, policy terms, and insurance processes.

• Enhance lead conversion through high-volume outbound outreach and promptly address inbound inquiries.

• Oversee the entire sales process from quoting insurance products with Roamly's proprietary tools to collecting underwriting information and guiding customers through policy purchase and binding.

• Maintain accurate and timely records of customer interactions and follow-ups utilizing Close.AI.

• Stay updated on insurance products, systems, and carrier platforms.

⛳️ Requirements

• A minimum of one year of experience in Property and Casualty Insurance is preferred, particularly with a brokerage that represents multiple carriers.

• A Property and Casualty License is preferred but not mandatory.

• Detail-oriented with a strong dedication to delivering the highest level of service.

• Possess patience, empathy, and professionalism.

• Adaptable to different customer personality types and situations.

• Capability to thrive in a fast-paced, team-oriented environment.

• Ability to effectively manage workload while maintaining a positive attitude.

• Strong time management skills.

• High level of performance under pressure.

• Proficient data entry skills.

• Ability to navigate websites smoothly.

• Strong written and verbal communication abilities.

• Proficient in G-Suite and Microsoft Office applications.

• Alignment with Outdoorsy's mission of empowering adventure.

🏝️ Benefits

• Growth potential at a company in its early stages.

• Competitive salary structure.

• Uncapped commission opportunities.

• Potential to earn equity compensation.

• Comprehensive health and welfare benefits package.

• 401(k) matching program.

• Flexible Paid Time Off policy.

• Discounts on RV rentals.

• A company culture that emphasizes a healthy work-life balance and adventure.

• Regular SPIFFs.