Associate Sales Executive, Personal Lines

Sales Executive Team Opportunity

The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in person and/or virtually which contributes to the overall success of the Personal Insurance (PI) business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams.

As an Associate Sales Executive, PI, you will manage and develop a small or less complex group of Travelers agency assignments/territories. You will develop and hone your sales skills while working in a collaborative and supportive environment. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners. This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.

Responsibilities

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
• Perform other duties as assigned.

Ideal Candidate Profile

• Bachelor's degree in sales, marketing, business or related field.
• Two or more years of sales or related insurance experience.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Knowledge of Travelers products and general Property & Casualty marketplace.
• Demonstrated influencing and negotiation skills.
• Ability to collaboratively build and maintain relationships with internal and external partners.
• Analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

Must Have

• One year experience in sales, sales support, operations or relevant insurance field.
• Must live in the territory that they manage and have the ability to travel.

Benefits

• Health Insurance: Employees and their eligible family members including spouses, domestic partners, and children are eligible for coverage from the first day of employment.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.