Outside Sales Representative – Estate Planning Services
United Placement Group
Insurance Account Executive
Outdoorsy
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 per year
Job Level
Junior
About the role
- 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.
Requirements
- Experience & Licensing: A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers. A Property and Casualty License is preferred but not required, as we are committed to helping you with all licensing and renewals.
- Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism. You are adaptable to varying customer personality types and situations
- Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude.
- Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress. You also possess good data entry skills and can navigate websites with ease.
- Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
- Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.
Benefits
- Growth Opportunity: Join a company in its early stages and help build its foundation for success.
- Competitive Compensation: Receive a competitive salary with uncapped commissions.
- Equity: Opportunity to earn equity compensation.
- Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.
- Fun Office Atmosphere: Lively office, stocked with endless snacks, regular Happy Hours, and team building events.
- Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Property and Casualty InsuranceQuoting insurance productsUnderwriting informationLead conversionCross-sellingUp-sellingCustomer documentationData entry
Soft skills
Customer-focusedDetail-orientedPatienceEmpathyProfessionalismAdaptabilityCollaborationTime managementPositive attitudeCommunication skills
Certifications
Property and Casualty License
