Insurance Account Executive

🕒 Maio 20

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Roamly

SiteLinkedInTodas as Vagas

51 - 200 funcionários

👥 B2C

💸 Finanças

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 their insurance needs and recommend personalized solutions across property, casualty, and personal lines. • Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate. • Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand. • 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 to policy purchase and binding. • Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI. • Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.

🎯 Requisitos

• Experience & Licensing: 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, as we are committed to helping you with all licensing and renewals. • Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism. You are adaptable to varying customer personality types and situations • Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude. • Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress. You also possess good data entry skills and can navigate websites with ease. • Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations. • Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products. • Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.

🏖️ Benefícios

• Growth Opportunity: Join a company in its early stages and help build its foundation for success. • Competitive Compensation: Receive a competitive salary with uncapped commissions. • Equity: Opportunity to earn equity compensation. • Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off. • Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.