Insurance Account Executive

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $40k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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Roamly

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

👥 B2C

💸 Finance

Insurance • B2C • Finance

Roamly is a licensed insurance agency and general agent that specializes in recreational vehicle insurance. It provides online quotes and comparative coverage for RVs, motorcycles, boats, ATVs and other “toy” vehicles, and partners with multiple underwriters to offer bundled and personalized policies. Roamly emphasizes expert, U. S. -based licensed agents, claims support, and coverage tailored to adventurers and full-time or part-time vehicle owners.

📋 Description

• 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