Roamly

Insurance

InsuranceAccountExecutive

$40–150k Austin, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Insurance

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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