保险客户经理（远程美国）
Insurance Account Executive (Remote US)
OTE范围：$110,000 - $150,000
关于Roamly
Roamly保险集团（Roamly）是Outdoorsy Holdings, Inc.的全资子公司，是面向旅行爱好者的首家全栈保险科技公司。Roamly是保险行业与技术交汇的地方，旨在提升客户体验。作为专业保险领域的颠覆者，Roamly通过提供创新保障，消除传统技术和保障障碍，服务于休闲产品和全球流动市场的未被满足的市场。如需更多信息，请访问 roamly.com。
职位介绍
作为Roamly的保险客户经理，你将是我们的冒险社区的前线英雄。你将作为值得信赖的顾问，帮助潜在和现有客户获得房屋、汽车、房车以及各种其他产品的保险保障。
没有上限的佣金和出色的前线领导团队在你入职及之后持续支持你，你将真正具备充分条件去全力实现你的OTE并发展你的职业生涯！
关键职责
客户互动与咨询销售
- 使用咨询式销售方法与客户互动，了解他们的保险需求，并在财产、责任和个人险种中推荐个性化解决方案。
- 主动识别交叉销售和升级销售的机会，在适当的时候协助客户在Roamly和第三方保险公司之间进行转换。
- 以客户容易理解的方式清晰解释保障选项、保单条款和保险流程。
线索转化与销售执行
- 通过高频率的外呼和及时处理内呼咨询来推动线索转化。
- 管理完整的销售流程——从使用Roamly专有工具报价保险产品，到收集承保信息，并引导客户完成保单购买和生效。
工具、文档与合规
- 使用Close.AI准确及时地记录客户互动和后续跟进。
- 保持对所有可用保险产品、系统和承保人平台的了解，以提供有见地的高质量服务和支持。
- 要求
- 我们寻找的人选
- 经验与资质：优先考虑至少一年的财产与责任保险经验，特别是处理多个承保人的经纪公司背景。优先考虑拥有财产与责任保险执照，但非必需，因为我们致力于帮助你获得相关资质。
查看英文原文
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.
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
- 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.
Requirements
What We're Looking For
- Experience & Licensing: A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers. A Property and Casualty License is preferred but not required, as we are committed to helping you with all licensing and renewals.
- 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. You are adaptable to varying customer personality types and situations
- Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude.
- Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress. You also possess good data entry skills and can navigate websites with ease.
- Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
- Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.
Benefits
Why You'll Love Working Here
- Growth Opportunity: Join a company in its early stages and help build its foundation for success.
- Competitive Compensation: Receive a competitive salary with uncapped commissions.
- Equity: Opportunity to earn equity compensation.
- Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.
- Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
Compensation & Schedule
- Base Salary: The base salary for this position is $40,000, with an On-Target Earnings (OTE) of $110,000 - $150,000.
- Commission: Uncapped commission and regular SPIFFs.
- Schedule: This is a full-time position.
Originally posted on Himalayas