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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 conducting agency diagnostics to drive growth. Proficient in utilizing data analytics and digital sales tools to enhance decision-making and performance measurement.
Highest-signal resume keywords
Insurance Sales ExperienceCertified Insurance Counselor (CIC)Relationship BuildingAnalytical SkillsNegotiation Skills
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 DevelopmentAgency DiagnosticsPerformance ManagementCross-SellingGoal Setting
Soft Skills
Influencing SkillsOrganizational SkillsProblem-Solving Skills
Tools & Technologies
Travelers SystemsData AnalyticsAI Technologies
Certifications & Qualifications
Bachelor's Degree in Sales, Marketing, Business or Related FieldCertified 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, annual planning, and territorial performance management
- Conduct agency diagnostics to assess performance and identify growth opportunities
- Facilitate agency appointments and build relationships through in-person and virtual office visits
- Prospect, onboard, and set performance goals for new agencies
- Provide agency training and support
- Pre-qualify accounts as needed
- Influence agency partners through communication and negotiation
- Collaborate with Product and Underwriting teams
- Cross-sell Travelers products and identify book transfer opportunities
- Monitor competitor products, capabilities, and local market trends
- Use data, analytics, Travelers systems, and platforms 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
- 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 them in a timely manner
- Exceptional organizational skills
- Three years of professional experience in sales, sales support or relevant insurance field
- Must live in the territory managed
- Ability to travel up to 75% of the time
Benefits
Comp & perks- Performance-based cash incentive awards
- Health insurance for employees and eligible family members from the first day of employment
- 401(k) dollar-for-dollar matching 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, and resources
- Mental health program with free professional counseling services, health coaching, and other resources
- Matching Gift and Volunteer Rewards program
