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Digital Insurance Agent Jobs in Oregon (NOW HIRING)

PLACE

Real Estate Advisor

Portland, OR · On-site

$55K/yr

Beyond career growth, enjoy valuable benefits such as revenue sharing, health insurance ... Utilize digital marketing tools and platforms to promote listings and attract potential buyers or ...

LearnLux

OR · On-site

CFP designation required * CPA or Enrolled Agent (EA) designation required * Passion for educating ... digital currencies, estate planning, insurance, taxes and more It would be great if you also

Transactly Coordinators

OR

... estate agent * Passion for organization, communication, and details * Willingness to learn ... Confidence using digital tools, platforms, and systems * Proactive, adaptable, and driven to exceed ...

PLACE Corporate Careers

OR · On-site

... estate agent * Passion for organization, communication, and details * Willingness to learn ... Confidence using digital tools, platforms, and systems * Proactive, adaptable, and driven to exceed ...

Teleperformance

... of digital business services. We partner with the world's most prominent brands to optimize ... This includes offering competitive 401(K) plans, life insurance, supplemental medical coverage ...

Sureify

Senior Business Analyst

OR · On-site +1

$92K - $119K/yr

... digital solutions for some of the world's leading insurance companies. We're passionate about ... Analyze customer data from core systems such as policy administration, compensation and agent ...

LearnLux

OR · On-site

... digital currencies, estate planning, insurance, taxes, and more It would be great if you also * CPA or Enrolled Agent (EA) designation * Certification in Credit Counseling * Additional Certifications

Liberty Information Technology Limited

... innovative digital products and platform capabilities that power Comparion Insurance Agency and ... Support innovation and modernization initiatives that enhance agent, customer, and operational ...

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All JobsDigital Insurance Agent JobsDigital Insurance Agent Jobs in Oregon

Digital Insurance Agent information

What are some common challenges faced by digital insurance agents, and how can they be addressed?

Digital Insurance Agents often face challenges such as adapting to rapidly changing technology platforms, maintaining strong client relationships without in-person meetings, and staying up-to-date with evolving insurance products. To overcome these, agents should invest time in ongoing training, utilize digital communication tools to foster trust with clients, and collaborate closely with their team for knowledge sharing. Proactively engaging with clients through personalized digital interactions and leveraging CRM systems can also help strengthen client loyalty and streamline workflows.

What are the key skills and qualifications needed to thrive as a digital insurance agent?

To thrive as a Digital Insurance Agent, you need a solid understanding of insurance products, sales techniques, and regulatory compliance, often supported by a relevant license. Familiarity with customer relationship management (CRM) software, digital communication platforms, and online quoting tools is typical for the role. Strong interpersonal skills, digital literacy, and the ability to build trust remotely set top performers apart. These skills enable agents to effectively engage clients, streamline processes, and deliver personalized service in a digital-first insurance environment.

How to become a digital insurance agent?

To become a digital insurance agent, you typically need to obtain a state insurance license by completing pre-licensing education and passing a licensing exam. Strong communication skills, familiarity with insurance products, and proficiency with digital tools or platforms are also important for success in this role.

What is a digital insurance agent?

A Digital Insurance Agent is a licensed professional who sells and manages insurance policies primarily through online platforms and digital communication tools. Unlike traditional agents who rely on face-to-face meetings, digital agents use websites, email, chat, and video calls to interact with clients. Their role involves recommending coverage options, answering customer questions, and streamlining the application and claims process using technology. Digital Insurance Agents often work for insurance companies, digital brokerages, or as independent contractors. Their digital approach makes insurance services more accessible and efficient for clients.

What is the difference between Digital Insurance Agent vs Insurance Broker?

AspectDigital Insurance AgentInsurance Broker
CredentialsMay require insurance licenses, certifications in digital salesLicensed insurance broker, often with broader certifications
Work EnvironmentOnline platforms, digital tools, remote workOffice-based or remote, client meetings, broker offices
Employer & Industry UsageInsurance companies, online agencies, insurtech firmsIndependent or agency-based, multiple insurance providers
Search & Comparison IntentCustomer-focused, digital sales, policy recommendationsClient advocacy, policy comparison across providers

While both roles involve selling insurance policies, a Digital Insurance Agent primarily operates online, leveraging digital tools to reach customers and sell policies. An Insurance Broker acts as an intermediary, offering clients a range of policies from different providers, often through in-person or traditional channels. Understanding these differences helps consumers and professionals choose the right role or service for their needs.

What are popular job titles related to Digital Insurance Agent jobs in Oregon? For Digital Insurance Agent jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Digital Insurance Agent jobs in Oregon look for? The top searched job categories for Digital Insurance Agent jobs in Oregon are:
What cities in Oregon are hiring for Digital Insurance Agent jobs? Cities in Oregon with the most Digital Insurance Agent job openings:
Digital Insurance Agent jobs near you

Sales Executive, Personal Insurance

The Whiteside Agency

Salem, OR • On-site

$94K - $155K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 18 days ago

Job description

Who Are We?

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category
SalesCompensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range$94,400.00 - $155,800.00
Target Openings
1
What Is the Opportunity?
The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in person and/or virtually which contributes to the overall success of the Personal Insurance (PI) business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams.
As a Sales Executive, PI, you will manage and develop a moderately complex group of Travelers agency assignments/territories, optimize growth within defined new business, retention and profitability goals and deliver success within Travelers' framework of Corporate values. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners.
This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.What Will You Do?
  • Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth.
  • Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
  • Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
  • Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual).
  • Prospect, onboard and set performance goals for new agencies, while providing training and support.
  • May pre-qualify accounts as needed.
  • Influence agency partners through effective communication and negotiation skills.
  • Collaborate with internal teams, such as Product and Underwriting to ensure alignment of sales strategies with business objectives.
  • Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines. May identify book transfer opportunities.
  • Develop knowledge of competitor products and capabilities and local market trends.
  • Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process.
  • Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
  • Perform other duties as assigned.
What Will Our Ideal Candidate Have?
  • 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 to encourage agency partners to adopt Travelers products and services.
  • Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
  • Strong analytical and problem-solving skills.
  • Ability to define goals and priorities and meet these goals in a timely manner.
  • Exceptional organizational skills to manage complex tasks and priorities to meet sales goals and deadlines effectively.
What is a Must Have?
  • Three years of professional experience in sales, sales support or relevant insurance field.
  • Must live in the territory that they manage and have the ability to travel up to 75% of the time.
What Is in It for You?
  • Health Insurance:Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
  • Retirement:Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • Paid Time Off:Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Wellness Program:The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement:We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

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