Roamly - Insurance Account Executive (Austin,… at Outdoorsy · Austin

Summary: Outdoorsy is a company focused on building infrastructure for the mobility economy, and they are seeking an Insurance Account Executive for Roamly. In this role, you will engage with customers to provide insurance solutions, drive sales, and maintain compliance while working in a collaborative environment.

Responsibilities:
- Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines
- Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate
- Clearly explain coverage options, policy terms, and insurance processes in a way that's easy for customers to understand
- Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries
- Manage the complete sales process—from quoting insurance products using Roamly's proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding
- Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI
- Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support

Required Qualifications:
- Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism
- Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude
- Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress
- You also possess good data entry skills and can navigate websites with ease
- Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products
- Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure

Preferred Qualifications:
- A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers
- A Property and Casualty License is preferred but not required, as we are committed to helping you with all licensing and renewals

Required Skills: Property and Casualty Insurance, Property and Casualty License, Insurance Underwriting, Insurance Policy Quoting, Customer Relationship Management, Close.AI, G-Suite, Microsoft Office, Consultative Sales

Benefits: Uncapped commission and regular SPIFFs, Opportunity to earn equity compensation, 100% company-paid medical premiums for employees, 401(k) [Match], Flexible PTO, Lively Austin HQ with catered lunches, Happy Hours, and team-building events, Enjoy marketplace discounts and a company culture that values a healthy balance between work and adventure, This is a full-time, in-office position