Sales Executive/Small Commercial - Northern CA Territory

Travelers is a leading property casualty insurer with a strong commitment to customer care and community. The Sales Executive role focuses on developing and managing a sales strategy for a portfolio of business, driving profitable growth, and building relationships with agency partners.

Responsibilities:

• 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
• Three years of professional experience in sales, sales support or relevant insurance field
• Must live in the territory that they manage and have the ability to travel up to 75% of the time