Sales Executive, Personal Insurance

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Create and execute comprehensive sales strategies aimed at expanding and managing a business portfolio to drive profitable growth.

• Take ownership of an assigned territory, focusing on business development and utilizing performance metrics to formulate annual plans and oversee territorial performance.

• Conduct thorough agency diagnostics to evaluate performance and pinpoint growth opportunities.

• Facilitate agency appointments and nurture long-term relationships through both in-person and virtual office visits.

• Identify, onboard, and establish performance goals for new agencies, while providing necessary training and support.

• May pre-qualify accounts as required.

• Persuade agency partners through strong communication and negotiation skills.

• Collaborate with internal teams, such as Product and Underwriting, to ensure that sales strategies align with business objectives.

• Grasp Travelers Enterprise focus and capitalize on opportunities to cross-sell Travelers products by engaging with business partners in other lines.

• May identify opportunities for book transfers.

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

• Utilize advanced data analytics for sales decision-making and performance measurement, leveraging extensive familiarity with Travelers' systems and platforms to aid the sales process.

• Harness AI technologies to optimize industry processes, enhance decision-making, and foster innovation, while continually learning and adapting to new AI trends and tools.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor's degree in sales, marketing, business, or a related field.

• A minimum of four years of experience in insurance sales or a related field, managing a book of business, driving substantial sales growth, meeting sales targets, conducting agency diagnostics, and utilizing digital sales tools.

• Certification as an Insurance Counselor (CIC) or a willingness to pursue this certification.

• Strong understanding of Travelers products and the general Property & Casualty marketplace.

• Excellent influencing and negotiation skills to motivate agency partners to adopt Travelers' products and services.

• Proven ability to collaboratively build and sustain relationships with a diverse array of stakeholders, both internally and externally.

• Strong analytical and problem-solving capabilities.

• Ability to set goals and priorities, meeting these objectives in a timely fashion.

• Exceptional organizational skills to effectively manage complex tasks and priorities to achieve sales goals and deadlines.

🏝️ Benefits

• Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage starting from the first day of employment.

• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will contribute annually to your 401(k) account. You are also eligible for a Pension Plan that is fully funded by Travelers.

• Paid Time Off: Begin your career at Travelers with a minimum of 20 days of Paid Time Off each year, in addition to nine paid company holidays.

• Wellness Program: The Travelers wellness program includes tools, discounts, and resources designed to help you achieve your wellness goals and caregiving needs. Additionally, our mental health program offers access to free professional counseling services, health coaching, and other resources to support your daily life needs.

• Volunteer Encouragement: We are deeply committed to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that allows you to give back to the charity of your choice.