Roamly
Insurance
InsuranceAccountExecutive
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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
Full Job Description
**OTE Range: $110,000 - $150,000** **About Roamly** Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack Insurtech for travel enthusiasts. Roamly is where the insurance industry and technology intersect to enhance the customer experience. As a disruptor in the specialty insurance space, Roamly removes traditional technology and coverage barriers by providing innovative protection for underserved markets across recreation lines and global mobility markets. For more information, visit[ roamly.com](http://www.roamly.com). **About the Role** As an **Insurance Account Executive at Roamly** , you will be a front-line hero for our adventurous community. Working in our exciting new office on South Lamar in Austin, TX, you will serve as a trusted advisor, assisting both prospective and existing clients in obtaining insurance coverage for homeowners, auto, RV, and various other products. With uncapped commissions and amazing Front Line Leaders to support you throughout your onboarding and beyond, you are truly set up to absolutely crush your OTE and grow your career! **Key Responsibilities** **Customer Engagement & Consultative Sales** * Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines. * Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate. * Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand. **Lead Conversion & Sales Execution** * Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries. * Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to p
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