Personal Insurance Sales Executive Territory Growth Leader

Travelers Canada; Butte (MT); Hybrid; USD 94,000 - 156,000; Full time

Benefits offered by this job

Health Insurance

401(k) matching

Paid Time Off and Holidays

Wellness Program

Volunteer program

Job summary

Travelers Canada is seeking a results-driven Sales Executive to grow a national PI book through agency partnerships, and both in-person or virtual engagement. Build strategies, diagnose opportunities, and collaborate with Product and Underwriting to meet revenue goals.

The ideal candidate has a Bachelor's in sales/marketing, 4+ years in insurance sales, CIC (or willing), strong influencing/negotiation skills, and willingness to travel up to 75%.

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.
• 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.

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.

Skills

Influencing & negotiation

Analytical thinking

Relationship management

Sales strategy

Education

Bachelor's degree in sales/marketing/business

CIC certification

Job description

Travelers Canada is seeking a results-driven Sales Executive to grow a national PI book through agency partnerships, and both in-person or virtual engagement. Build strategies, diagnose opportunities, and collaborate with Product and Underwriting to meet revenue goals.

The ideal candidate has a Bachelor's in sales/marketing, 4+ years in insurance sales, CIC (or willing), strong influencing/negotiation skills, and willingness to travel up to 75%.