Roamly
Insurtech
InsuranceAccountExecutive
Neural analysis suggests this role is
optimal for Entry candidates.
“Insurance Account Executive at Roamly. Skills: Consultative sales, Lead conversion, Customer engagement. Engage customers using consultative sales. Recommend personalized insurance solutions”
What You'll Achieve.
Crush OTE
Industry & Context.
What They're Looking For.
Must Have
One year of Property and Casualty Insurance experience
Nice to Have
Property and Casualty License, experience with a brokerage that handles multiple carriers
What You'll Do.
Engage customers using consultative sales
Recommend personalized insurance solutions
Identify cross-selling opportunities
Explain coverage options clearly
Drive lead conversion through outreach
Manage complete sales process
Gather underwriting information
Guide customers through policy purchase
Maintain accurate customer documentation
Stay current on insurance products
How You'll Work.
Team & Collaboration
Work in a fast-paced team environment
Communication Scope
Good written and verbal communication skills
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. 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 policy purchase and binding. **Tools, Documentation & Compliance**
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