Sales Executive, Personal Insurance

Role Overview

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth.
• Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
• Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
• Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual).
• Prospect, onboard and set performance goals for new agencies, while providing training and support.
• May pre-qualify accounts as needed.
• Influence agency partners through effective communication and negotiation skills.
• Collaborate with internal teams, such as Product and Underwriting to ensure alignment of sales strategies with business objectives.
• Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines.
• May identify book transfer opportunities.
• Develop knowledge of competitor products and capabilities and local market trends.
• Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in sales, marketing, business or related field.
• Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Strong knowledge of Travelers products and general Property & Casualty marketplace.
• Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
• Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
• Strong analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Exceptional organizational skills to manage complex tasks and priorities to meet sales goals and deadlines effectively.

Benefits

• Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.