Travelers

Inside Sales Executive, PI

Posted on: 14 Mar 2021

Phoenix, AZ

Job Description

Company Summary

Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Target Openings

1

Job Description Summary

Under general supervision, the Inside Sales Executive is responsible for managing and developing a sales territory consisting of Independent Agencies of varied profiles. Achieving success will include: optimizing the growth potential of assignments; exceeding or meeting year over year growth and profit objectives; utilizing Travelers sales tools within a consultative sales framework; developing competitor intelligence; and collaborating with team members in the office, region, home office, and business center on product, pricing, agency management decisions and works well in a team/office environment.

Primary Job Duties & Responsibilities

* Agency Support: Responsible for Independent Agency assignments. Applies agency diagnostics and segmentation. Identifies opportunities to cross sell Travelers products and shares information with other sales execs and or agents. May facilitate workshops via webinar.
* Influencing the Sales: Responsible for profitable development of agencies within agency assignments. Influences agents to quote and sell Travelers products to customers. Executes the sales strategy of growing Travelers market share within their agency assignment. Articulates a sales process that is mutually beneficial, and identifies solutions to agency needs, providing consistent follow through with agents, peers, and other team members. Insure that agency staffs are fully trained (products, automation for quoting and HQ in total.
* Agency Diagnostics: Completes strategic plan for agency assignment to identify opportunities and potential challenges from which strategies and tactics are developed. Builds and uses best practices regarding agency operations, works consultatively to follow up with plans, holds owners accountable for agreed upon actions. Diagnosis agencies interests and ability to grow business and motivates agents to succeed. Initiates marketing strategies/processes to attract and retain new business. Recommends business solutions and programs to meet objectives. Has thorough knowledge of Travelers computer systems and PIs platform and can assist agencies when needed. Understands Travelers Enterprise focus and appetites and seizes opportunities to cross-sell Travelers products by initiating cross-functional meetings. Stays current on product/pricing changes. Articulates company position and seeks out business with appropriate agencies to meet objectives.
* Advising: Communications skills are strong, professional both verbally and written. Drive results through regular contact with agency assignment and effective communications backed with diagnostics/mutually agreed upon plan. Assumes personal responsibility for achieving outcomes, working collaboratively with all. Dependable/responsible. Able to communicate and explain difficult situations and achieve buy-in.

Minimum Qualifications

* A minimum of 3 years of professional sales experience is required.

Education, Work Experience, & Knowledge

* Bachelors degree preferred.
* Industry experience preferred, but not required.
* Solid knowledge of Personal Insurance products.
* * Strong knowledge of Microsoft office products with ability to manipulate data in Excel, Word, and PowerPoint quickly and accurately

Licensing or Certificates

* Not Required.

Job Specific Technical Skills & Competencies

* Must be able to multitask priorities and drive results with a large span of control.
* Strong written and verbal communications skills (phone, face-to-face, presentations.
* Adept interpersonal skills to work effectively with internal and external customers.
* Ability to learn new programs quickly.
* Ability to analyze, diagnose, and influence agency behavior.

Environmental / Work Schedules / Other

* Operates standard office equipment (Frequently.
* Sitting (can stand at will (Frequently
* .
* Standing (Frequently.

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.

If you have 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.

Travelers

New York, New York

The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance. The Business Insurance segment offers workers' compensation, commercial automobile and property, general liability, commercial multi-peril, employers' liability, public and product liability, professional indemnity, marine, aviation, onshore and offshore energy, construction, terrorism, personal accident, and kidnap and ransom insurance products.

This segment operates through select accounts, which serve small businesses; commercial accounts that serve mid-sized businesses; national accounts, which serve large companies; and national property and other that serve large and mid-sized customers, commercial transportation industry, and agricultural businesses, as well as markets and distributes its products through brokers, wholesale agents, program managers, and specialized retail agents. The Bond & Specialty Insurance segment provides surety, fidelity, management and professional liability, and other property and casualty insurance products.

The Personal Insurance segment offers property and casualty insurance covering personal risks, primarily automobile and homeowners insurance to individuals. The company distributes its products primarily through independent agencies and brokers. The Travelers Companies, Inc. was founded in 1853 and is based in New York, New York.

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