Personal Insurance Sales Leader - Territory Growth

Jobtailor

Hudson (MA)

On-site

USD 90,000 - 140,000

Full time

5 days ago
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Job summary

Travelers seeks an experienced Insurance Sales professional to lead a territory in the US, driving agency development and profitable growth. You will diagnose agencies, onboard partners, and collaborate with product and underwriting to promote Travelers offerings. Travel up to 75% and reside in the territory is required.

Strong relationship-building, negotiation, and data-driven selling skills are essential to succeed in this role.

Qualifications

  • Bachelor's degree in sales, marketing, business or related field is required.
  • Four+ years of insurance sales or related experience managing a book of business and achieving growth.
  • Certified Insurance Counselor (CIC) or willingness to pursue.
  • Strong knowledge of Travelers products and the Property & Casualty marketplace.
  • Strong influencing and negotiation skills are essential.
  • Ability to travel up to 75% of the time and reside in the territory.
  • Three years of professional experience in sales, sales support, or relevant insurance field.

Responsibilities

  • Develop and implement comprehensive sales strategies to expand and manage a portfolio of business.
  • Drive profitable growth within assigned business.
  • Own assigned territory, including business development, annual planning, and territorial performance management.
  • Conduct agency diagnostics to assess performance and identify growth opportunities.
  • Facilitate agency appointments and build long-term relationships through in-person and virtual office visits.
  • Prospect, onboard, and set performance goals for new agencies.
  • Provide training and support to agencies.
  • Pre-qualify accounts as needed.
  • Influence agency partners to adopt Travelers products and services.
  • Collaborate with Product, Underwriting, and other internal teams.
  • Cross-sell Travelers products and identify book transfer opportunities.
  • Monitor competitor products, capabilities, and local market trends.
  • Use data, analytics, Travelers systems, and platforms to support sales decisions and performance measurement.
  • Leverage AI technologies to optimize processes, enhance decision-making, and drive innovation.
  • Perform other duties as assigned.

Skills

Sales Strategy
Business Development
Data Analytics
Digital Sales Tools
Cross-Selling
Territory Management
Agency Onboarding
Relationship Management
Influencing Skills
Negotiation Skills
Analytical Skills
Organizational Skills
Problem-Solving Skills
Market Trend Analysis

Education

Bachelor's Degree in Sales, Marketing, Business or Related Field
Certified Insurance Counselor (CIC)

Tools

Travelers Systems
AI Technologies

Job description

Travelers seeks an experienced Insurance Sales professional to lead a territory in the US, driving agency development and profitable growth. You will diagnose agencies, onboard partners, and collaborate with product and underwriting to promote Travelers offerings. Travel up to 75% and reside in the territory is required.

Strong relationship-building, negotiation, and data-driven selling skills are essential to succeed in this role.

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