Sales Executive, Personal Insurance

Five year of sales experience or insurance industry experience preferred. Bachelor's Degree preferred. Intermediate knowledge of Agency Diagnostics. Advanced ability to Influence the Sale. Intermediate ability to Advise Agents. Intermediate ability to deliver results. Advanced Relationship Management skills. Advanced Communication skills. Advanced ability to demonstrate resilience. Demonstrates advanced problem solving skills and ability to exercise decisive Judgment. Demonstrates Integrity. Intermediate technical savvy. Advanced skill of Driving for results. Advanced knowledge of Microsoft office products with ability to manipulate data in Excel, Word, and PowerPoint quickly and accurately. Intermediate Skills/Competencies. Advanced Skills/Competencies Defined.

Responsible for substantial and/or complex Agency assignments. Applies agency diagnostics and segmentation for owned agents. Leads presentations and appointments for owned agents. Applies process of appointing new agents that meet production expectations of new business at Travelers. Prospects for new business. Identifies opportunities to cross sell Travelers products and shares information with other Sales Execs and/or agents. May facilitate workshops. Responsible for profitable development of all agencies within assigned territory or agency assignment. Influences agents to quote and sell Travelers products to customers. Executes the sales strategy of growing Travelers market share in the territory by appointing and coaching new agents. Articulates a sales process that is mutually beneficial, and identifies solutions to agency needs. Provides consistent follow up and follow through with agents, peers and other team members. Completes strategic marketing plans for territory 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, holding process owners accountable for agreed upon actions. Effectively understands and considers operational differences between small and large agencies. Diagnoses agencies' interests and ability to grow business and motivates agents to succeed. Initiates systematic marketing processes within each agency to attract and retain new business. Recommends business solutions (3R's) and programs to meet objectives. Directs customer service issues to appropriate resources, elevates all unresolved matter to ensure resolution. Validates data used to make strategic market changes. Has thorough knowledge of Travelers' computer systems and PIs platform; Assists agents with system/platform issues, and provides training as needed. Coordinates with trainers as needed; Ensures that agency staff are fully trained (products, services, automation and HQ in total). Identifies book transfer opportunities, negotiates transfer commitment, ensures successful outcome. Maintains flexibility in working with all social styles. Develops strategic agency plans that require disciplined accountability and follow up to meet business objectives. Understands Travelers Enterprise focus and appetites and seizes opportunities to cross-sell Travelers products by initiating cross-functional meetings. Stays current on product and pricing changes. Articulates company position and seeks out business with appropriate agencies to meet company objectives. Perform other duties as assigned.