Sales Executive, Select - Seattle, WA
About The Position
The Sales Executive, Select manages and develops a moderately complex group of Travelers agency assignments and territories, optimizing growth within defined new business, retention, and profitability goals. This outside-sales role serves as a brand ambassador for Travelers and sells its value proposition to distribution partners. Assigned relationships are generally best served through in-person sales in the geographic territory, with virtual interaction also used. The Sales Executive Team supports a high-performing sales culture and the success of the Select business. It executes sales strategies aligned with business objectives, builds relationships with customers, distribution partners, and colleagues, and creates tactical plans for profitable growth. The team also uses digital sales strategies, leads relationships with aggregator and networking groups, and works with agents to access higher-producing revenue streams.
Requirements
- At least three years of professional experience in sales, sales support, or a relevant insurance field.
- Live in the territory managed.
- Ability 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.
- 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 sales strategies to expand and manage a portfolio of business and drive profitable growth.
- Own the assigned territory, including business development, using performance metrics to create annual plans and manage territorial performance.
- 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 set performance goals for new agencies, providing training and support.
- Pre-qualify accounts as needed.
- Influence agency partners through 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 potentially identify book transfer opportunities.
- Develop knowledge of competitor products, capabilities, and local market trends.
- Use data, analytics, Travelers systems, and platforms to support sales decisions and measure performance.
- Leverage AI technologies to optimize processes, enhance decision-making, and drive innovation while adapting to emerging AI trends and tools.
- Perform other duties as assigned.
Benefits
- Performance-based cash incentive awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
