Insurance Account Executive

Roamly

Insurance Account Executive advising customers on property, casualty, auto, RV, and homeowners coverage. Driving lead conversion and policy sales for Roamly’s specialty insurtech platform.

Posted 9/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Property and Casualty Insurance sales, utilizing a consultative approach to identify customer needs and recommend tailored solutions. Proficient in managing the sales process, maintaining documentation, and effectively communicating coverage options.

Highest-signal resume keywords

Property And Casualty Insurance ExperienceConsultative Sales ApproachLead Conversion StrategiesG-Suite ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance QuotingUnderwriting Information GatheringCross-SellingUp-SellingData Entry Skills

Soft Skills

Detail-OrientedPatienceEmpathyAdaptabilityTime Management

Tools & Technologies

Roamly's Proprietary ToolsClose.AIMicrosoft Office

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Insurance ProcessesCustomer EngagementOutbound OutreachInbound InquiriesBrokerage Experience

About the role

Key responsibilities & impact

Engage customers using a consultative sales approach to understand insurance needs and recommend personalized solutions across property, casualty, and personal lines
Identify opportunities for cross-selling and up-selling
Assist customers in transitioning between Roamly and third-party insurance carriers when appropriate
Explain coverage options, policy terms, and insurance processes clearly
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 policy purchase and binding
Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI
Stay current on insurance products, systems, and carrier platforms

Requirements

What you’ll need

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
Detail-oriented with a strong commitment to providing the best possible service
Patience, empathy, and professionalism
Adaptability to varying customer personality types and situations
Ability to work in a fast-paced, team environment
Ability to manage workload effectively and maintain a positive attitude
Effective time management
High level of performance under stress
Good data entry skills
Ability to navigate websites with ease
Good written and verbal communication skills
Proficient working knowledge of G-Suite and Microsoft Office products
Alignment with Outdoorsy's mission of empowering adventure

Benefits

Comp & perks

Growth opportunity at a company in its early stages
Competitive compensation
Uncapped commissions
Opportunity to earn equity compensation
Full health and welfare benefits package
401(k) match
Flexible Paid Time Off
RV rental discounts
Company culture that values a healthy balance between work and adventure
Regular SPIFFs