Insurance Sales Agent
Outdoorsy
Salary
💰 $40,000 per year
Job Level
Junior
About the role
- Serve as a front-line advisor assisting prospective and existing clients in obtaining homeowners, auto, RV and other insurance products.
- Use consultative sales approach to understand customers' insurance needs and recommend personalized solutions across property, casualty, and personal lines.
- Proactively identify cross-selling and up-selling opportunities and assist customers in transitioning between Roamly and third-party carriers when appropriate.
- Clearly explain coverage options, policy terms, and insurance processes to customers.
- Drive lead conversion with high-volume outbound outreach and responsive handling of inbound inquiries.
- Manage complete sales process: quote using Roamly’s proprietary tools, gather underwriting information, guide customers through policy purchase and binding.
- Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
- Stay current on available insurance products, systems, and carrier platforms to deliver informed service and support.
- Work onsite in Roamly's Austin, TX office and collaborate with Front Line Leaders for onboarding and ongoing support.
Requirements
- A minimum of one year of Property and Casualty Insurance experience preferred, specifically with a brokerage that handles multiple carriers.
- Property and Casualty License preferred but not required; company assists with licensing and renewals.
- Detail-oriented with strong commitment to customer service, patience, empathy, and professionalism.
- Ability to adapt to varying customer personality types and situations.
- Eager to work in a fast-paced, team environment; collaborative and able to manage workload effectively.
- Proactive and organized with effective time management and high performance under stress.
- Good data entry skills and ability to navigate websites with ease.
- Good written and verbal communication skills; self-aware and maintain a positive attitude.
- Proficient working knowledge of G-Suite and Microsoft Office products.
- Cultural alignment with Outdoorsy/Roamly mission.
