Outdoorsy

Account Executive

• Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines.
• Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate.
• Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand.
• Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries.
• Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding.
• Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
• Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.

Insurance Account Executive

Claims Specialist

• Claims Management: Investigate, evaluate, and negotiate damage claims to reach fair and equitable settlements for all involved parties.
• Policy Interpretation: Interpret policy contracts to identify how coverage applies to particular losses and guide customers through the resolution process.
• Operational Excellence: Accurately document all key claims activities and process/index all claims-related documents.
• Asset Recovery Support: Assist the department with total loss vehicles, including monitoring salvage, obtaining forms, and processing payments.
• Innovation: Proactively assess the current state of processes and practices to drive recommendations for improvement.
• Team & Collaboration: Partner with external partners to ensure customers receive high-level, efficient, and effective service.

Insurance Account Executive

Claims Representative