Sell property, casualty, homeowners, auto, RV, and other insurance products through consultative customer engagement. Manage inbound and outbound leads, quote policies, gather underwriting information, explain coverage, convert prospects, cross-sell and upsell, and guide customers through binding. Maintain accurate CRM documentation and stay current on insurance products, systems, and carrier platforms while delivering professional customer service.
OTE Range: $110,000 - $150,000
About Roamly
Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack Insurtech for travel enthusiasts. Roamly is where the insurance industry and technology intersect to enhance the customer experience. As a disruptor in the specialty insurance space, Roamly removes traditional technology and coverage barriers by providing innovative protection for underserved markets across recreation lines and global mobility markets. For more information, visit roamly.com.
About the Role
As an Insurance Account Executive at Roamly, you will be a front-line hero for our adventurous community. You will serve as a trusted advisor, assisting both prospective and existing clients in obtaining insurance coverage for homeowners, auto, RV, and various other products.
With uncapped commissions and amazing Front Line Leaders to support you throughout your onboarding and beyond, you are truly set up to absolutely crush your OTE and grow your career!
Key Responsibilities
Customer Engagement & Consultative Sales
- 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.
Lead Conversion & Sales Execution
- 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.
Tools, Documentation & Compliance
- 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.
Requirements
What We're Looking For
- Experience & Licensing: 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.
- 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. You are adaptable to varying customer personality types and situations
- 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.
Benefits
Why You'll Love Working Here
- 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.
- Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
Compensation & Schedule
- Base Salary: The base salary for this position is $40,000, with an On-Target Earnings (OTE) of $110,000 - $150,000.
- Commission: Uncapped commission and regular SPIFFs.
- Schedule: This is a full-time position.
Similar Jobs
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Develop Python software and data systems that capture, validate, process, monitor, and deliver autonomous-vehicle telemetry from fleets to cloud and AI development pipelines. Own reliability initiatives, define architectures and operational metrics, debug distributed cloud and backend issues, improve observability and data quality, and apply AI/LLMs to incident triage and root-cause analysis. Collaborate across engineering and operations teams, lead design reviews, deliver tested production solutions, and mentor engineers.
Top Skills:
APIsAutomated TestingBackend ServicesBigQueryC++CiCloud StorageContainer OrchestrationData PipelinesDistributed SystemsGCPKubernetesLlmsMetricsMonitoringPythonSQLTelemetry Pipelines
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Provides on-site automotive technical support to GM dealerships and wholesale teams. Diagnoses vehicle and Techline issues, resolves escalated cases, supports repair and repurchase prevention, reviews dealership service readiness, trains personnel, troubleshoots IT and diagnostic tools, and reports product concerns to GM engineering and quality teams. The role manages territory relationships, supports arbitration and legal cases, and requires frequent travel, extensive automotive diagnostic experience, and strong customer and technical communication skills.
Top Skills:
Buffalo ToolController Area Networks (Can)Gm Essential Service ToolsGm Global Connect Service ApplicationsGm LanGm Service Training CollegeInca ToolLan/WanMS OfficeNeoviPicoscopeTis/GdsV-Spy Intrepid Tools
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Manages ACDelco sales and distribution across an assigned territory. Responsibilities include soliciting orders, growing aftermarket and fleet sales, developing customer relationships, directing sales representatives, executing marketing programs, maintaining inventories, supporting training, monitoring account compliance, analyzing market conditions, and contributing to forecasting and business planning. The role is field-based, requires frequent travel to dealerships, and involves attending trade events and managing customer and distribution activities.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointOem Parts Systems
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
