Sales Executive, Personal Insurance

Travelers

. Develop and implement comprehensive sales strategies to expand and manage a portfolio of business .

Posted 10/22/2026full-timeOrlando • Florida • United StatesMid-LevelSenior💰 $94,400 - $155,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing sales strategies, managing a portfolio of business, and driving profitable growth through effective business development and relationship management. Proficient in utilizing data analytics and digital sales tools to enhance decision-making and optimize sales performance.

Highest-signal resume keywords

Insurance Sales ExperienceCertified Insurance Counselor (CIC)Strong Influencing SkillsAnalytical Problem-Solving SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentBusiness DevelopmentAgency DiagnosticsPerformance MetricsCross-SellingDigital Sales ToolsData AnalyticsMarket Trend AnalysisGoal DefinitionProfitability Management

Soft Skills

Negotiation SkillsOrganizational SkillsCommunication SkillsStakeholder Relationship BuildingTraining and Support

Tools & Technologies

Travelers SystemsAI Technologies

Certifications & Qualifications

Bachelor's Degree in Sales, Marketing, Business or Related FieldCertified Insurance Counselor (CIC)

Industry Keywords

Property & Casualty MarketplaceAgency AppointmentsBook of BusinessCompetitor AnalysisSales Targets

About the role

Key responsibilities & impact

Develop and implement comprehensive sales strategies to expand and manage a portfolio of business
Drive profitable growth through business development, retention, and profitability goals
Own assigned territory and create annual plans using performance metrics
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 training and support to agency partners
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
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
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

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 for employees with student loan debt
Pension Plan 100% funded by Travelers
Minimum of 20 days Paid Time Off annually
Nine paid company Holidays
Wellness program with tools, discounts, resources, mental health counseling, and health coaching
Matching Gift and Volunteer Rewards program