Roamly
Insurance
InsuranceAccountExecutive
“Insurance Account Executive at Roamly. Skills: Insurance sales, Client advising, Policy explanation. Engage customers using consultative sales. Recommend personalized solutions”
What You'll Achieve.
Crush OTE
Industry & Context.
What They're Looking For.
Must Have
1 year Property and Casualty Insurance experience
Nice to Have
Property and Casualty License preferred, Brokerage experience with multiple carriers preferred
What You'll Do.
Engage customers using consultative sales
Recommend personalized solutions
Identify cross-selling opportunities
Identify up-selling opportunities
Assist customers transitioning carriers
Explain coverage options
Explain insurance processes
Drive lead conversion
Handle inbound inquiries
Quote insurance products
Gather underwriting information
Guide customers to policy purchase
Guide customers to policy binding
Maintain customer interaction documentation
Maintain follow-up documentation
Stay current on insurance products
Stay current on systems
Stay current on carrier platforms
How You'll Work.
Team & Collaboration
Fast-paced team environment
Communication Scope
Written communication; Verbal communication
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