Insurance Account Executive

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Roamly

Site WebLinkedInTous les Emplois

51 - 200 employés

👥 B2C

💸 Finance

B2C • Finance

Roamly est une agence d'assurance et un agent général agréé spécialisé dans l'assurance pour véhicules de loisirs. Elle propose des devis en ligne et des couvertures comparatives pour les camping-cars, motos, bateaux, quads et autres véhicules de type "loisirs", et collabore avec plusieurs souscripteurs pour offrir des polices groupées et personnalisées. Roamly souligne l'importance de ses agents experts et agréés basés aux États-Unis, de son soutien aux réclamations, et de sa couverture adaptée aux aventuriers ainsi qu'aux propriétaires de véhicules à plein temps ou à temps partiel.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.