Sales Executive, PL

Travelers Insurance; Lake Oswego (OR); Remote; USD 91,000 - 152,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Executive to drive growth and manage agency relationships. In this role, you will leverage your sales expertise to influence agents, develop strategic plans, and optimize agency performance. You'll collaborate with a supportive team, ensuring that agents are equipped to sell a variety of insurance products. With a commitment to innovation and community, this position offers the chance to make a meaningful impact while enjoying a comprehensive benefits package, including health insurance and a generous retirement plan. If you thrive in a collaborative environment and are passionate about sales, this opportunity is perfect for you.

Benefits

Health Insurance

401(k) Matching

Paid Time Off

Wellness Program

Volunteer Encouragement

Qualifications

• 5 years of sales or insurance industry experience preferred.
• Intermediate knowledge of Agency Diagnostics.
• Strong problem-solving skills and decisive judgment.

Responsibilities

• Manage and develop a group of agency assignments.
• Influence agents to quote and sell products.
• Develop strategic agency plans to meet business objectives.

Skills

Sales Experience

Influencing Skills

Relationship Management

Communication Skills

Problem-Solving Skills

Technical Savvy

Education

Bachelor's Degree

Tools

Microsoft Office

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

What Is the Opportunity?

Candidates must reside in the Oregon area to be considered.

Under general supervision, responsible for managing and developing a mid and/or moderately complex group of agency assignments. The position is 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 regionally and at the home office 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 role 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, working consultatively to follow up with plans, holding process owners accountable for actions.
• Understands operational differences between small and large agencies and diagnoses agencies' growth potential, motivating 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, and validates data used for strategic market changes.
• Thorough knowledge of Travelers' systems and platforms; assists agents with system issues and provides training as needed, coordinating with trainers.
• Identifies book transfer opportunities, negotiates transfer commitments, and ensures successful outcomes.
• Maintains flexibility in working with all social styles.
• Develops strategic agency plans with disciplined accountability and follow-up to meet business objectives.
• Seizes cross-sell opportunities aligned with Travelers' enterprise focus and appetites.
• Stays current on product and pricing changes.
• Articulates company position and seeks new business with appropriate agencies to meet company objectives.
• Performs other duties as assigned.

What Will Our Ideal Candidate Have?

• Five years of sales or insurance industry experience preferred.
• Bachelor's Degree preferred.
• Intermediate knowledge of Agency Diagnostics: ability to assess agency operations and provide strategic insights.
• Advanced ability to influence sales: convincing agents to promote Travelers products.
• Intermediate ability to advise agents.
• Intermediate ability to deliver results: focus on goals and push for achievement.
• Advanced relationship management skills: effective interpersonal skills with internal and external customers.
• Advanced communication skills: strong verbal and written skills, capable of delivering professional presentations.
• Advanced resilience: high commitment, responsibility, and effectiveness with minimal guidance.
• Strong problem-solving skills and decisive judgment.
• Demonstrates integrity.
• Intermediate technical savvy: quick learner of systems and applications, able to teach others.
• Advanced skills in driving results: confident, responsive to objections, persistent.
• Proficient in Microsoft Office, especially Excel, Word, and PowerPoint.
• Intermediate skills/competencies: capable in typical situations with minimal guidance.
• May guide other professionals.
• Advanced skills/competencies: apply knowledge in complex situations.

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 day one for employees and eligible family members.

Retirement : Company matches 401(k) contributions dollar-for-dollar up to 5% of eligible pay, plus additional programs for student debt and pension.

Paid Time Off : Minimum of 20 days annually plus nine paid holidays.

Wellness Program : Resources, discounts, and tools to support wellness and mental health.

Volunteer Encouragement: Deep community commitment with matching gift and volunteer rewards programs.

Employment Practices

Travelers is an equal opportunity employer. We value diverse talents and abilities and benefit from our differences.

In accordance with local law, candidates in Colorado are not required to disclose educational dates.

For questions about physical requirements, contact us via email ([emailprotected]).

Travelers reserves the right to fill this position at a level above or below the posted level.

Learn more about our benefits at our website.

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Sales Executive • Lake Oswego, OR, United States