Insurance Account Executive

🕒 Setembro 11

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $40.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

👻 Score fantasma 4%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Roamly

Roamly

51 - 200 funcionários

🛡️ Seguros

👥 B2C

💸 Finanças

Insurance • B2C • Finance

A Roamly é uma agência de seguros licenciada e agente geral que se especializa em seguros para veículos recreativos. Ela oferece cotações online e coberturas comparativas para motorhomes, motocicletas, barcos, ATVs e outros veículos "de recreação", além de parcerias com várias seguradoras para oferecer apólices personalizadas e agrupadas. A Roamly enfatiza agentes licenciados e especializados, baseados nos EUA, suporte para sinistros e cobertura voltada para aventureiros e proprietários de veículos em tempo integral ou parcial.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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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