Inside Sales Executive, Personal Insurance
Travelers
Sales Executive, Personal Insurance
Travelers
full-time
Posted on:
Location Type: Remote
Location: Remote • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $91,800 - $151,600 per year
Job Level
Mid-LevelSenior
About the role
- Manage and develop a mid and/or moderately complex group of agency assignments.
- Optimize growth potential of a core group of Travelers independent agents while prospecting and appointing new agencies.
- Exceed or meet year over year growth and profit objectives; utilize Travelers sales tools within a consultative sales framework.
- Develop competitor intelligence and collaborate with regional, home office, and business center teammates on product, pricing, and agency management decisions.
- Provide agent support: apply agency diagnostics and segmentation, lead presentations and appointments, facilitate workshops, and identify cross-sell opportunities.
- Influence the sale: coach and influence agents to quote and sell Travelers products and execute territory sales strategy.
- Complete strategic marketing plans and build best practices regarding Agency Operations; diagnose agencies' interests and ability to grow business.
- Recommend business solutions and programs, direct customer service issues to appropriate resources and elevate unresolved matters.
- Validate data for strategic market changes and identify book transfer opportunities; negotiate transfer commitment and ensure successful outcomes.
- Assist agents with systems/platform issues, provide training, and coordinate with trainers to ensure agency staff are fully trained.
- Stay current on product and pricing changes and perform other duties as assigned.
Requirements
- Minimum of three years of professional and influential work experience required.
- Five year of sales experience or insurance industry experience preferred.
- Bachelor's Degree preferred.
- Intermediate knowledge of Agency Diagnostics.
- Advanced ability to Influence the Sale.
- Intermediate ability to Advise Agents.
- Intermediate ability to deliver results.
- Advanced Relationship Management skills.
- Advanced Communication skills and ability to deliver professional presentations.
- Advanced ability to demonstrate resilience; dependable and responsible.
- Demonstrates advanced problem solving skills and ability to exercise decisive judgment.
- Demonstrates Integrity.
- Intermediate technical savvy: knowledge and/or ability to learn new systems, applications and programs quickly.
- Advanced skill of Driving for results.
- Advanced knowledge of Microsoft Office products with ability to manipulate data in Excel, Word, and PowerPoint quickly and accurately.
- Must reside in or be willing to relocate to Seattle, Everett, or Bellevue, Washington area.
- Ability to assist agents with Travelers' computer systems and PIs platform and provide training as needed.
Benefits
- Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for health insurance coverage from the first day of employment.
- Employees are eligible for performance-based cash incentive awards.
- Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum.
- Pension Plan that is 100% funded by Travelers.
- Paying it Forward Savings Program: when you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account.
- Paid Time Off: minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program including tools, discounts, resources, free professional counseling services, health coaching and other resources.
- Volunteer Encouragement: Matching Gift and Volunteer Rewards program.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Agency DiagnosticsInfluence the SaleAdvise AgentsDeliver ResultsRelationship ManagementCommunication SkillsProblem SolvingTechnical SavvyDriving for ResultsMicrosoft Office
Soft skills
ResilienceDependabilityResponsibilityIntegrityDecisive Judgment
