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 comprehend their insurance requirements and propose tailored solutions across property, casualty, and personal lines.

• Actively seek opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance providers when suitable.

• Clearly articulate coverage options, policy terms, and insurance procedures in a manner that is easy for customers to grasp.

• Enhance lead conversion by conducting high-volume outbound outreach and efficiently addressing inbound inquiries.

• Oversee the entire sales process—from quoting insurance products using Roamly’s proprietary tools to gathering underwriting information, and guiding customers through the policy purchase and binding process.

• Maintain precise and timely documentation of customer interactions and follow-ups utilizing Close.AI.

• Stay updated on all available insurance products, systems, and carrier platforms to provide informed, high-quality service and support.

⛳️ Requirements

• Experience & Licensing: A minimum of one year of experience in Property and Casualty Insurance is preferred, particularly with a brokerage that handles multiple carriers. A Property and Casualty License is preferred but not mandatory, as we are dedicated to assisting you with all licensing and renewals.

• Customer-Focused: You are a detail-oriented professional committed to delivering exceptional service, approaching every interaction with patience, empathy, and professionalism. You adapt well to various customer personality types and situations.

• Collaborative: You are enthusiastic about working in a dynamic, team-oriented environment where you can effectively manage your workload while maintaining a positive outlook.

• Proactive & Organized: You are dedicated to achieving results, demonstrating effective time management and high performance under pressure. You also possess strong data entry skills and navigate websites with ease.

• Communication Skills: You have strong written and verbal communication abilities, maintain self-awareness, and uphold a positive attitude in all circumstances.

• Technical Skills: You have a competent working knowledge of G-Suite and Microsoft Office applications.

• Cultural Alignment: You embody, promote, and value our company culture, aligning with Outdoorsy’s mission of empowering adventure.

🏝️ Benefits

• Growth Opportunity: Become part of a company in its early stages and contribute to laying a solid foundation for success.

• Competitive Compensation: Enjoy a competitive salary complemented by uncapped commissions.

• Equity: Gain the opportunity to earn equity compensation.

• Comprehensive Benefits: We provide a complete health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.

• Work-Life Balance: Benefit from RV rental discounts and a company culture that emphasizes a healthy balance between work and adventure.