Outdoorsy

Insurance Account Executive

Outdoorsy

full-time

Posted on:

Location Type: Hybrid

Location: Fort Lauderdale • Florida • 🇺🇸 United States

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Salary

💰 $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.
  • 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 informationData entry skills
Soft skills
Customer-focusedDetail-orientedPatienceEmpathyProfessionalismAdaptabilityCollaborationProactivityOrganizationCommunication skills
Certifications
Property and Casualty License