Insurance Account Executive
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Job Description
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.
Responsibilities:
- 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:
- 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:
- 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
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