Sales Executive, Personal Insurance

Jobtailor; Hudson (MA); On-site; USD 90,000 - 140,000; Full time

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

• 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

Requirements

• 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 significant sales growth, achieving sales targets, conducting agency diagnostics, and utilizing digital sales tools
• Certified Insurance Counselor (CIC) or willingness to pursue
• Strong knowledge of Travelers products and the general Property & Casualty marketplace
• Strong influencing and negotiation skills
• Ability to build and maintain relationships with diverse internal and external stakeholders
• Strong analytical and problem-solving skills
• Ability to define goals and priorities and meet goals in a timely manner
• Exceptional organizational skills
• Three years of professional experience in sales, sales support, or relevant insurance field
• Must live in the territory managed
• Ability to travel up to 75% of the time

Core Competencies

Demonstrates expertise in developing and implementing sales strategies, managing a portfolio of business, and driving profitable growth. Proficient in building relationships, conducting agency diagnostics, and utilizing data analytics to support sales decisions.

Highest-signal resume keywords

• Insurance Sales Experience
• Certified Insurance Counselor (CIC)
• Agency Diagnostics
• Sales Strategy Development
• Relationship Management

Hard Skills

• Sales Strategy
• Business Development
• Performance Management
• Data Analytics
• Digital Sales Tools
• Cross-Selling
• Market Trend Analysis
• Goal Setting
• Territory Management
• Agency Onboarding

Soft Skills

• Influencing Skills
• Negotiation Skills
• Analytical Skills
• Organizational Skills
• Problem-Solving Skills

Certifications & Qualifications

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

Industry Keywords

• Property & Casualty Marketplace
• Sales Growth
• Agency Appointments
• Stakeholder Management

Tools & Technologies

• Travelers Systems
• AI Technologies