Territory Insurance Sales Executive – Growth & AI-Driven

Travelers; Oregon; Hybrid; USD 97,000 - 160,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

Paid Time Off

Wellness Program

Volunteer rewards

Job summary

Travelers in Oregon is seeking a Sales Executive, Select, to lead a defined agency portfolio and drive profitable growth across new business, retention and profitability goals. You will act as a brand ambassador, collaborate with Product and Underwriting, and manage relationships with distribution partners.

The role emphasizes in-person and virtual engagement, agency diagnostics, training, and performance coaching, with up to 75% travel within the territory and a focus on leveraging data,

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
• Ability to define goals and priorities and meet these goals in a timely manner
• Exceptional organizational skills to manage complex tasks and priorities to meet sales goals and deadlines effectively

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. May identify book transfer opportunities
• 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

Bachelor's degree

4+ years sales

CIC

Insurance product knowledge

Negotiation skills

Relationship building

Education

Bachelor's degree

Tools

CRM software

Job description

Travelers in Oregon is seeking a Sales Executive, Select, to lead a defined agency portfolio and drive profitable growth across new business, retention and profitability goals. You will act as a brand ambassador, collaborate with Product and Underwriting, and manage relationships with distribution partners.

The role emphasizes in-person and virtual engagement, agency diagnostics, training, and performance coaching, with up to 75% travel within the territory and a focus on leveraging data,