Strategic Field Sales Executive — AI-Powered Insurance Growth

Travelers

Centennial (CO)

On-site

USD 97,000 - 160,000

Full time

4 days ago
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Benefits offered by this job

Health Insurance
401(k) matching
Paid Time Off
Wellness Program
Volunteer Rewards

Job summary

Travelers seeks a driven Sales Executive in Colorado to manage a portfolio, grow new business, and optimize profitability through strong agency partnerships. You will lead territory development, diagnose performance, and build long-term relationships with agents, both in-person and virtual.

Ideal candidates hold a Bachelor's in sales/marketing or related field, with 4+ years in insurance sales and CIC certification (or pursuit). Travel up to 75% and a results-oriented mindset are required.

Qualifications

  • 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 general Property & Casualty marketplace.
  • Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
  • Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
  • Strong analytical and problem-solving skills.

Responsibilities

  • Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth.
  • Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
  • Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
  • Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual).
  • Prospect, onboard and set performance goals for new agencies, while providing training and support.
  • May pre-qualify accounts as needed.
  • Influence agency partners through effective communication and negotiation skills.
  • Collaborate with internal teams, such as Product and Underwriting to ensure alignment of sales strategies with business objectives.
  • Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines.
  • Develop knowledge of competitor products and capabilities and local market trends.
  • Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process.
  • Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
  • Perform other duties as assigned.

Skills

Influencing and negotiation skills
Analytical thinking
Relationship building
Goal setting

Education

Bachelor's degree in sales, marketing, business or related field

Job description

Travelers seeks a driven Sales Executive in Colorado to manage a portfolio, grow new business, and optimize profitability through strong agency partnerships. You will lead territory development, diagnose performance, and build long-term relationships with agents, both in-person and virtual.

Ideal candidates hold a Bachelor's in sales/marketing or related field, with 4+ years in insurance sales and CIC certification (or pursuit). Travel up to 75% and a results-oriented mindset are required.

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