[Remote] Insurance Account Executive (Remote US)

Note: The job is a remote job and is open to candidates in USA. Roamly Insurance Group is a pioneering insurtech company focused on enhancing the customer experience for travel enthusiasts. The Insurance Account Executive will serve as a trusted advisor, assisting clients in obtaining various insurance coverages while driving sales through a consultative approach and maintaining strong customer relationships.

Responsibilities

• 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

Skills

• 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
• 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
• You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude
• You have a strong commitment to achieving results, with effective time management and a high level of performance under stress
• You possess good data entry skills and can navigate websites with ease
• You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
• You have a proficient working knowledge of G-Suite and Microsoft Office products
• You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure

Benefits

• Uncapped commissions
• Amazing Front Line Leaders to support you throughout your onboarding and beyond
• Equity: Opportunity to earn equity compensation.
• We offer a full health and welfare benefits package
• A 401(k) match
• Flexible Paid Time Off
• RV rental discounts
• A company culture that values a healthy balance between work and adventure
• Commission: Uncapped commission and regular SPIFFs.

Company Overview