Insurance Sales Executive — Hybrid Territory Growth

Travelers; Melville (NY); On-site; USD 97,000 - 160,000; Full time

Job summary

Travelers is seeking a Sales Executive to manage a defined agency portfolio in the New York area. The role focuses on developing sales strategies, expanding profitable growth, and fostering productive relationships with agencies and partners.

You will lead in-person or virtual engagements, onboard new agencies, and set performance goals while using data and AI tools to drive decision-making. The position emphasizes collaboration with internal teams and maintaining high sales standards.

Qualifications

• 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 sales growth, and meeting targets.
• Certified Insurance Counselor (CIC) or willingness to pursue.

Responsibilities

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business.
• Own assigned territory, including business development and performance management.
• Conduct in-depth agency diagnostics to assess performance and growth opportunities.
• Facilitate agency appointments and build long-term relationships through visits (in person or virtual).
• Prospect, onboard and set performance goals for new agencies with training and support.
• Influence agency partners through effective communication and negotiation.
• Collaborate with Product and Underwriting to align sales strategies with objectives.
• Use data analytics and Travelers systems to support sales decisions and measure performance.
• Leverage AI technologies to optimize processes and stay ahead of trends.
• Perform other duties as assigned.

Skills

Influencing skills

Negotiation

Analytical thinking

Problem-solving

Organizational skills

Goal setting

Education

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

Job description

Travelers is seeking a Sales Executive to manage a defined agency portfolio in the New York area. The role focuses on developing sales strategies, expanding profitable growth, and fostering productive relationships with agencies and partners.

You will lead in-person or virtual engagements, onboard new agencies, and set performance goals while using data and AI tools to drive decision-making. The position emphasizes collaboration with internal teams and maintaining high sales standards.