Sales Executive, Personal Insurance

Travelers • Orlando, FL

4d • $94,400 - $155,800

About The Position

The Sales Executive, Personal Insurance (PI), manages and develops a moderately complex group of Travelers agency assignments and territories, optimizing growth against defined new-business, retention, and profitability goals. The role represents Travelers’ value proposition to distribution partners and contributes to the Personal Insurance business through strategic sales planning, relationship management, and profitable growth. This is an outside sales position; assigned distribution relationships in the geographic territory are generally best served through in-person sales, with virtual engagement also used.

Requirements

• At least three years of professional experience in sales, sales support, or a relevant insurance field.
• Must live in the territory managed and be able to travel up to 75% of the time.

Nice To Haves

• Bachelor’s degree in sales, marketing, business, or a 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 using digital sales tools.
• Certified Insurance Counselor (CIC) designation, or willingness to pursue it.
• Strong knowledge of Travelers products and the general Property & Casualty marketplace.
• Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
• Proven ability to build and maintain relationships collaboratively with diverse internal and external stakeholders.
• Strong analytical and problem-solving skills.
• Ability to define goals and priorities and meet them in a timely manner.
• Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.

Responsibilities

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business and drive profitable growth.
• Own the assigned territory, including business development, use of performance metrics, 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 establish performance goals for new agencies, providing training and support.
• Pre-qualify accounts as needed.
• Influence agency partners through effective communication and negotiation.
• Collaborate with internal teams, including Product and Underwriting, to align sales strategies with business objectives.
• Identify opportunities to cross-sell Travelers products with business partners in other lines and may identify book transfer opportunities.
• Develop knowledge of competitor products and capabilities and local market trends.
• Use data, analytics, and Travelers systems and platforms to inform sales decisions and measure performance.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuing to learn and adapt to emerging AI trends and tools.
• Perform other duties as assigned.

Benefits

• Health insurance coverage for eligible employees and family members beginning the first day of employment.
• Dollar-for-dollar 401(k) matching on contributions up to the first 5% of eligible pay, subject to an annual maximum.
• Paying it Forward Savings Program: Travelers makes an annual 401(k) contribution when an employee makes a payment toward student loan debt.
• Pension Plan funded 100% by Travelers.
• Minimum of 20 days of paid time off annually.
• Nine paid company holidays.
• Wellness program with tools, discounts, and resources for wellness goals and caregiving needs.
• Mental health program offering free professional counseling services, health coaching, and other resources.
• Matching Gift and Volunteer Rewards program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level