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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing sales strategies, managing a portfolio of business, and leveraging advanced data analytics for performance measurement. Proven ability to build relationships, influence stakeholders, and drive sales growth in the insurance industry.
Highest-signal resume keywords
Insurance Sales ExperienceCertified Insurance Counselor (CIC)Advanced Data AnalyticsInfluencing And Negotiation SkillsRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentPerformance Metrics ManagementAgency DiagnosticsCross-Selling OpportunitiesSales Growth Achievement
Soft Skills
Analytical SkillsProblem-Solving SkillsOrganizational SkillsGoal Definition And PrioritizationRelationship Building
Tools & Technologies
Digital Sales ToolsTravelers Systems And PlatformsAI Technologies
Certifications & Qualifications
Bachelor's DegreeCertified Insurance Counselor (CIC)
Industry Keywords
Property & Casualty MarketplaceBusiness DevelopmentAgency AppointmentsMarket Trends
About the role
Key responsibilities & impact- Develop and implement comprehensive sales strategies to expand and manage a portfolio of business
- Own assigned territory, including business development, performance metrics, annual plans, and territorial performance
- Conduct agency diagnostics to assess performance and identify growth opportunities
- Facilitate agency appointments and build long-term relationships virtually
- Provide training to new producers and staff on products, automation, and related areas
- Influence agency partners to adopt Travelers products and services
- Collaborate with Product, Underwriting, and other internal teams
- Identify cross-selling opportunities for Travelers products and potential book transfers
- Develop knowledge of competitor products, capabilities, and local market trends
- Use advanced data and analytics for sales decisions and performance measurement
- Leverage AI technologies to optimize processes, enhance decision-making, and drive innovation
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in sales, marketing, business or related field
- Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools
- Three years of professional experience in sales, sales support or relevant insurance field
- Certified Insurance Counselor (CIC) or willingness to pursue
- Strong knowledge of Travelers products and general Property & Casualty marketplace
- Strong influencing and negotiation skills
- Proven ability to build and maintain relationships with diverse internal and external stakeholders
- Strong analytical and problem-solving skills
- Ability to define goals and priorities and meet goals in a timely manner
- Exceptional organizational skills to manage complex tasks and priorities
- Knowledge of advanced data and analytics, Travelers systems and platforms, and digital sales tools
Benefits
Comp & perks- Health insurance from the first day of employment for employees and eligible family members
- 401(k) matching dollar-for-dollar up to the first 5% of eligible pay
- Paying it Forward Savings Program with annual 401(k) contributions for student loan payments
- Pension Plan 100% funded by Travelers
- Minimum of 20 days Paid Time Off annually
- Nine paid company Holidays
- Wellness program with tools, discounts, resources, and caregiving support
- Free professional counseling services, health coaching, and mental health resources
- Matching Gift and Volunteer Rewards program
- Performance-based cash incentive awards
