Sales Executive, Personal Insurance
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Job Description
Sales Executive managing and developing agency territories to drive growth in Travelers Personal Insurance. Collaborating on sales strategies and building effective relationships with agency partners.
Responsibilities:
- Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth.
- Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
- Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
- Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual).
- Prospect, onboard and set performance goals for new agencies, while providing training and support.
- Influence agency partners through effective communication and negotiation skills.
- Collaborate with internal teams, such as Product and Underwriting to ensure alignment of sales strategies with business objectives.
- Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines.
- May identify book transfer opportunities.
- Develop knowledge of competitor products and capabilities and local market trends.
- Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process.
- Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
- Perform other duties as assigned.
Requirements:
- Bachelor's degree in sales, marketing, business or related field.
- Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
- Certified Insurance Counselor (CIC) (or willingness to pursue).
- Strong knowledge of Travelers products and general Property & Casualty marketplace.
- Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
- Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
- Strong analytical and problem-solving skills.
- Ability to define goals and priorities and meet these goals in a timely manner.
- Exceptional organizational skills to manage complex tasks and priorities to meet sales goals and deadlines effectively.
- Three years of professional experience in sales, sales support or relevant insurance field.
- Must live in the territory that they manage and have the ability to travel up to 75% of the time.
Benefits:
- Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum.
- You are also eligible for a Pension Plan that is 100% funded by Travelers.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs.
- In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
- Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved.
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