Roamly 2

Insurance Account Executive (Remote US)

United States · Full-time

Sponsorship not specified$110k-$150kDetected 42 days ago

Full-Stack DevelopmentSalesAccount ManagementOutbound SalesCommunicationTime ManagementAdaptabilityMicrosoft OfficeUnderwritingProperty & Casualty

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.

Lead Conversion & Sales Execution Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries.
Tools, Documentation & Compliance Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.
Join a company in its early stages and help build its foundation for success.

Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism.
Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress.
You have a strong commitment to achieving results, with effective time management and a high level of performance under stress.

Experience & Licensing: A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers.
A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers.

Roamly is where the insurance industry and technology intersect to enhance the customer experience.
For more information, visit roamly.com.

Receive a competitive salary with uncapped commissions.
Equity: Opportunity to earn equity compensation.
The base salary for this position is $40,000, with an On-Target Earnings (OTE) of $110,000 - $150,000.
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!

We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.
Opportunity to earn equity compensation.
Clearly explain coverage options, policy terms, and insurance processes in a way that's easy for customers to understand.

You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.
Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
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.
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.

This listing is sourced directly from Roamly 2's careers page and normalized into a canonical job model.