Roamly - Insurance Account Executive

Roamly; Austin (TX); On-site; USD 40,000 - 150,000; Full time

Benefits offered by this job

100% company-paid medical premiums

401(k) match

Flexible PTO

Equity compensation

Catered lunches

Job summary

Roamly, the insurance arm of The Ride Platform, is seeking an Insurance Account Executive in our Austin office on South Lamar. You’ll advise clients on homeowners, auto, RV insurance and work with cross-carrier options, aiming to protect assets for operators and marketplaces.

With uncapped commissions, an OTE of 110k–150k, and equity opportunities, you’ll join a fast-growing company in its early stages and help us scale our footprint in the mobility economy.

Qualifications

• Experience in Property and Casualty Insurance is preferred.
• Able to explain coverage options clearly and professionally.
• Proactive, organized, and able to manage multiple tasks.

Responsibilities

• Engage customers with a consultative sales approach to assess insurance needs.
• Drive outbound outreach and manage the full sales process to policy purchase.
• Maintain accurate documentation of interactions and follow-ups.

Skills

Customer Engagement

Lead Conversion

Documentation & Compliance

Communication Skills

G-Suite

Microsoft Office

Tools

Close.AI

Job description

About Us

The Ride Platform, Inc. is the parent company of Outdoorsy, Ride, Wheelbase, and Roamly. We're named for the thing every part of our business runs on: the ride — the single transaction where an operator meets a renter. We're the only company building end-to-end for the Operator Economy: the marketplaces to book (Outdoorsy, Ride), the enterprise SaaS to manage (Wheelbase), and the insurtech (Roamly) to protect the assets people turn into profitable businesses. We enable millions of people to explore the world, while helping independent operators build generational wealth. Our mission is to build the essential infrastructure for the mobility economy.

Roamly is a leading provider of specialty insurance for the modern mobility and marketplace travel economy. As a Lloyd's Coverholder and AI-first insurance innovator, we combine deep carrier partnerships with proprietary technology to help consumers, professional fleet owners, and marketplaces unlock new revenue while managing risk. Our platform uses AI, automation, and embedded distribution to deliver tailored coverage for RVs, carsharing, and other emerging mobility models — spanning underwriting, claims, compliance, analytics, and real-time risk management.
Learn more at www.roamly.com.

About the Role

As an Insurance Account Executive at Roamly, you will be a front-line hero for our adventurous community. Working in our exciting office space on South Lamar in Austin, TX, you will serve as a trusted advisor, assisting both prospective and existing clients in obtaining insurance coverage for homeowners, auto, RV, and various other products.

With uncapped commissions and amazing Front Line Leaders to support you throughout your onboarding and beyond, you are truly set up to absolutely crush your OTE and grow your career!

Key Responsibilities & Deliverables

Customer Engagement & Consultative Sales

• Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines.
• Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate.
• Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand.

Lead Conversion & Sales Execution

• Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries.
• Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding.

Tools, Documentation & Compliance

• Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
• Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.

Who You Are

• Experience & Licensing: A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers. A Property and Casualty License is preferred but not required, as we are committed to helping you with all licensing and renewals.
• Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism. You are adaptable to varying customer personality types and situations
• Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude.
• Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress. You also possess good data entry skills and can navigate websites with ease.
• Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
• Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
• Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.

Compensation & Benefits:

• Competitive Compensation: Base salary of $40,000, with an On-Target Earnings (OTE) of $110,000 - $150,000.
• Commission: Uncapped commission and regular SPIFFs.
• Growth Opportunity: Join a company in its early stages and help build its foundation for success.
• Equity: Opportunity to earn equity compensation.
• Comprehensive Benefits: 100% company-paid medical premiums for employees, 401(k) [Match], and Flexible PTO.
• Vibrant Culture: Lively Austin HQ with catered lunches, Happy Hours, and team-building events.
• Work-Life Balance: Enjoy marketplace discounts and a company culture that values a healthy balance between work and adventure.
• Schedule: This is a full-time, in-office position.