About the Role
Lead the closing team responsible for converting warm inbound inquiries and outbound pipelines into bound insurance policies. Directly manage and coach a high-volume team of licensed Insurance Account Executives (AEs). Scale closing ratios and ensure the team consistently crushes its monthly revenue targets.
Responsibilities
- Manage, mentor, and scale a high-volume team of licensed Insurance Account Executives (AEs) to meet and exceed monthly quotas.
- Conduct regular 1-on-1s, call shadowings, and script breakdowns.
- Train the team on consultative sales techniques, value-based selling, and advanced objection handling.
- Closely track day-to-day metrics (close rates, talk time, average policy value, speed-to-lead) to spot bottlenecks and ensure efficient lead routing and execution.
- Work with SDR Manager and Marketing teams to calibrate lead quality, streamline high-velocity handoffs, and feedback loop data.
- Keep the team up to speed on current underwriting guidelines, multi-carrier platform updates, and compliance standards across different states.
- Drive a competitive, collaborative, and high-accountability environment where agents are excited to win together.
Requirements
- 3+ years of sales leadership experience, preferably managing inside sales or high-velocity closing teams within tech, insurtech, or a progressive brokerage environment.
- Active Property & Casualty (P&C) or General Lines insurance license is highly preferred.
- Deep comfort navigating insurance underwriting, quoting, and binding workflows is a must.
- Manage by numbers, not just feelings.
- Experienced with modern sales tools (CRM/dialers like Close.ai, Salesforce, or HubSpot).
- Ability to coach a team to explain complex coverage options, policy terms, and value props in simple, straight-talk language.
- Thrive in fast-paced, fluid environments where processes evolve quickly as the company scales.
Skills
- High-energy leadership
- Rigorous data tracking
- Fast-paced, transactional Property & Casualty (P&C) sales
- Consultative sales techniques
- Value-based selling
- Advanced objection handling
- Pipeline management
- Metric tracking
- Lead routing
- Cross-functional alignment
- Underwriting guidelines
- Multi-carrier platform updates
- Compliance standards
- Competitive environment
- Collaborative environment
- High-accountability environment
- Sales tools (CRM/dialers like Close.ai, Salesforce, or HubSpot)
- Startup agility
Location
- Austin, TX
- San Francisco, CA
Work Type
- Hybrid
- Full-time
- Office position
Experience Level
- 3+ years of sales leadership experience
Salary/Compensations
- $75,000 base salary
- $150,000 On-Target Earnings (OTE)
- Uncapped commission
- Regular SPIFFs
Benefits
- Full health and welfare benefits package
- 401(k) match
- Flexible Paid Time Off
- RV rental discounts
About the Company
- 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.
- 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.
