Personal Lines Sales Executive

IL Big I; Downers Grove (IL); Remote; USD 91,000 - 152,000; Full time

Job summary

An established industry player is seeking a motivated individual to manage and develop agency assignments. This role emphasizes optimizing growth potential and influencing agents to promote and sell insurance products. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to build relationships. Enjoy the flexibility of remote work while making a significant impact in the insurance sector. Join a company that values innovation and collaboration, and offers a competitive salary and comprehensive benefits.

Benefits

Health Insurance

401(k) Matching

Paid Time Off

Wellness Program

Volunteer Encouragement

Qualifications

• Five years of sales or insurance experience preferred.
• Intermediate knowledge of Agency Diagnostics.
• Advanced ability to influence sales.

Responsibilities

• Manage and develop agency assignments to optimize growth potential.
• Influence agents to quote and sell products.
• Develop strategic marketing plans for the territory.

Skills

Sales Experience

Insurance Industry Knowledge

Relationship Management

Communication Skills

Problem-Solving Skills

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

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 160 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

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

$91,800.00 - $151,600.00

Target Openings

1

What Is the Opportunity?

Under general supervision, responsible for managing and developing a mid and/or moderately complex group of agency assignments. Position accountable for: optimizing growth potential of a core group of Travelers independent agents while prospecting and appointing new agencies. Exceeding or meeting year-over-year growth and profit objectives; utilizing Travelers sales tools within a consultative sales framework. Developing competitor intelligence. Collaborating with team members in the region, home office, and business center on product, pricing, and agency management decisions. This position is based 100% remotely and may include a combination of mobile work and/or work from your primary residence. This position does not manage others.

What Will You Do?

• Agent Support:
• Responsible for substantial and/or complex Agency assignments. Applies agency diagnostics and segmentation for owned agents. Leads presentations and appointments for owned agents.
• Applies process of appointing new agents that meet production expectations of new business at Travelers. Prospects for new business.
• Identifies opportunities to cross-sell Travelers products and shares information with other Sales Execs and/or agents.
• May facilitate workshops.
• Influencing the Sales:
• Responsible for profitable development of all agencies within assigned territory or agency assignment. Influences agents to quote and sell Travelers products to customers.
• Executes the sales strategy of growing Travelers market share in the territory by appointing and coaching new agents.
• Articulates a sales process that is mutually beneficial, and identifies solutions to agency needs.
• Provides consistent follow-up and follow-through with agents, peers, and other team members.
• Completes strategic marketing plans for the territory to identify opportunities and potential challenges from which strategies and tactics are developed.
• Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, and holds process owners accountable for agreed-upon actions.
• Effectively understands operational differences between small and large agencies.
• Diagnoses agencies' interests and ability to grow business and motivates agents to succeed.
• Initiates systematic marketing processes within each agency to attract and retain new business. Recommends business solutions (3R's) and programs to meet objectives.
• Directs customer service issues to appropriate resources, elevates unresolved matters to ensure resolution. Validates data used to make strategic market changes.
• Has thorough knowledge of Travelers' computer systems and PIs platform; assists agents with system/platform issues, and provides training as needed. Coordinates with trainers as needed; ensures agency staff are fully trained (products, services, automation, and HQ in total).
• Identifies book transfer opportunities, negotiates transfer commitment, and ensures successful outcomes.
• Maintains flexibility in working with all social styles.
• Develops strategic agency plans that require disciplined accountability and follow-up to meet business objectives.
• Understands Travelers Enterprise focus and appetites and seizes opportunities to cross-sell Travelers products by initiating cross-functional meetings.
• Stays current on product and pricing changes.
• Articulates company position and seeks out business with appropriate agencies to meet company objectives.
• Performs other duties as assigned.

What Will Our Ideal Candidate Have?

• Five years of sales experience or insurance industry experience preferred.
• Bachelor's Degree preferred.
• Intermediate knowledge of Agency Diagnostics: (Ability to accurately assess agency operations and provide strategic sales and marketing insight).
• Advanced ability to influence sales: ability to convince current and prospective agents to represent and promote Travelers products and services.
• Intermediate ability to advise agents.
• Intermediate ability to deliver results: ability to focus on the bottom line and push self and others to meet set goals.
• Advanced relationship management skills: superior interpersonal skills and ability to work effectively with internal and external customers.
• Advanced communication skills: strong verbal and written communication skills. Ability to deliver professional presentations.
• Advanced ability to demonstrate resilience: maintains a high level of commitment to personally getting things done, assuming personal responsibility for achieving outcomes, and working effectively with little direction. Dependable and responsible.
• Demonstrates advanced problem-solving skills and ability to exercise decisive judgment.
• Demonstrates integrity.
• Intermediate technical savvy: knowledge and ability to learn new systems, applications, and programs quickly and to explain to others.
• Advanced skill of driving for results: self-assured, responds confidently to objections, and does not give up easily. Advanced knowledge of Microsoft Office products with ability to manipulate data in Excel, Word, and PowerPoint quickly and accurately.
• Intermediate skills/competencies: demonstrates solid knowledge and ability and can apply the competency in typical situations with minimal guidance. Requires guidance handling complex situations.
• May guide other professionals.
• Advanced skills/competencies: demonstrated advanced knowledge and ability and can apply the competency in new or complex situations.
• Not required.

What is a Must Have?

• A minimum of three years of professional and influential work experience required.

What Is in It for You?

• Health Insurance: Coverage from first day of employment for employees and eligible family members.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to 5% of eligible pay, plus additional programs like Paying it Forward Savings and a fully funded Pension Plan.
• Paid Time Off: Minimum of 20 days annually plus nine paid holidays.
• Wellness Program: Includes tools, discounts, and resources to support wellness and mental health.
• Volunteer Encouragement: Deep community involvement with matching gift and volunteer rewards programs.

Employment Practices

Travelers is an equal opportunity employer. We value diversity and are committed to an inclusive environment. Candidates in Colorado are not required to disclose educational dates. For physical requirements or other inquiries, contact us. We reserve the right to adjust the level of the position as needed.

Your Future as an Independent Insurance Agent Starts Here

If you seek flexibility, stability, and a rewarding career, working with an independent agency could be ideal. Independent agents provide personalized insurance solutions across various needs and can offer a flexible and community-focused career path.

This agency is independently owned and operated. Your application will be directed to the agency, and all hiring decisions are made locally. For inquiries, contact the agency directly.

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Benefits of working as an Independent Insurance Agent

• Career advancement in a growing field with over 400,000 job openings expected in the next five years.
• Flexibility to balance work and life, with a highly ranked sales career.
• Opportunity to make a difference in your community and help individuals during times of need.
• Job security, as insurance is a fundamental need that persists regardless of economic changes.