Associate Sales Executive, Personal Lines

Travelers•Richmond, VA

1d•Onsite

About The Position

The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in person and/or virtually which contributes to the overall success of the Personal Insurance (PI) business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams. As an Associate Sales Executive, PI, you will manage and develop a small or less complex group of Travelers agency assignments/territories. You will develop and hone your sales skills while working in a collaborative and supportive environment. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners. This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.

Requirements

One year experience in sales, sales support, operations or relevant insurance field.
Must live in the territory that they manage and have the ability to travel.

Nice To Haves

Bachelor's degree in sales, marketing, business or related field.
Two or more years of sales or related insurance experience.
Certified Insurance Counselor (CIC) (or willingness to pursue).
Knowledge of Travelers products and general Property & Casualty marketplace.
Demonstrated influencing and negotiation skills.
Ability to collaboratively build and maintain relationships with internal and external partners.
Analytical and problem-solving skills.
Ability to define goals and priorities and meet these goals in a timely manner.
Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

Responsibilities

Assist in developing and executing sales strategies to grow and manage a portfolio of business.
Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
Conduct agency diagnostics to assess performance and identify development opportunities.
Facilitate agency appointments and support the development of new agency relationships.
Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
Collaborate with internal teams to align sales strategies with overall business objectives.
Develop knowledge of competitor products and capabilities.
Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
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.