Associate Sales Executive, Personal Insurance

Travelers; Washington (District of Columbia); On-site; USD 82,000 - 135,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

Paid Time Off

Wellness Program

Volunteer Encouragement

Job summary

Travelers is seeking an Associate Sales Executive to drive growth in a Northern Virginia territory. You will develop sales plans, diagnostics, and agency relationships while representing the Travelers value proposition to distribution partners.

You will work in a field role that blends in-person visits with virtual engagements, travel within the territory, and collaboration with internal teams to achieve revenue goals. A CIC credential is preferred, with residency in the assigned area.

Qualifications

• Bachelor’s degree in sales, marketing, business or related field.
• Two or more years of sales or related insurance experience.
• Certified Insurance Counselor (CIC) or willingness to pursue.
• Knowledge of Travelers products and P&C marketplace.
• Demonstrated influencing and negotiation skills.
• Ability to collaboratively build and maintain relationships with internal and external partners.
• Analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

Responsibilities

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation.
• Perform other duties as assigned.

Skills

Sales experience

Negotiation

Relationship building

Analytical thinking

Communication skills

CIC (or willingness)

Education

Bachelor's degree in sales, marketing, business or related field

Job description

Who Are We?

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category

Sales

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$81,500.00 - $134,500.00

Target Openings

1

What Is the Opportunity?

The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in person and/or virtually which contributes to the overall success of the Personal Insurance (PI) business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams.

As an Associate Sales Executive, PI, you will manage and develop a small or less complex group of Travelers agency assignments/territories. You will develop and hone your sales skills while working in a collaborative and supportive environment. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners.

This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.

LOCATION REQUIREMENT: This a field position that services customers and agents in Northern Virginia. The selected candidate must reside in the assigned territory.

What Will You Do?

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• 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.

What Will Our Ideal Candidate Have?

• Bachelor's degree in sales, marketing, business or related field.
• Two or more years of sales or related insurance experience.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Knowledge of Travelers products and general Property & Casualty marketplace.
• Demonstrated influencing and negotiation skills.
• Ability to collaboratively build and maintain relationships with internal and external partners.
• Analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

What is a Must Have?

• One year experience in sales, sales support, operations or relevant insurance field.
• Must live in the territory that they manage and have the ability to travel.

What Is in It for You?

• 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.

Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.