Roamly · 1 month ago
Insurance Account Executive - Austin, TX
Austin, TX
Full-time
Onsite
Entry Level
$80K/yr - $150K/yr
1+ years expRoamly Insurance Group is a pioneering Insurtech company focused on enhancing the customer experience for travel enthusiasts. As an Insurance Account Executive, you will assist clients in obtaining insurance coverage for various products while driving sales and maintaining customer relationships.
Mobile
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
Qualification
Required
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
You are adaptable to varying customer personality types and situations
You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude
You have a strong commitment to achieving results, with effective time management and a high level of performance under stress
You possess good data entry skills and can navigate websites with ease
You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
You have a proficient working knowledge of G-Suite and Microsoft Office products
You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure
Preferred
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
Benefits
Growth Opportunity: Join a company in its early stages and help build its foundation for success
Competitive Compensation: Receive a competitive salary with uncapped commissions
Equity: Opportunity to earn equity compensation
Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off
Fun Office Atmosphere: Lively office, stocked with endless snacks, regular Happy Hours, catered lunches, and team building events
Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure
Company
Roamly
Roamly is a telecommunications company that provides talk, text, and data across the globe with savings on roaming charges.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Ballard
Director of Claims
Recent News
2025-12-03
Digital Insurance
2025-11-06
Company data provided by crunchbase