Insurance Advisor Trainee: Paid Training & Licensing

The Travelers Indemnity Company; Richardson (TX); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Wellness Program

Volunteer Matching

Job summary

Travelers invites you to join InsuraMatch as an Insurance Advisor Trainee, a role focused on helping customers across the country select insurance carriers and coverages. You will learn to recommend products, build relationships, and manage inbound/outbound activity in a digital agency.

Incumbents must obtain a Property & Casualty or Personal Lines license within 4 weeks, with fully paid training and license sponsorship.

Qualifications

• High school diploma or GED is required.
• Bachelor's degree is a plus.
• Prior call center and sales experience is preferred.
• Personal Insurance product knowledge is expected.
• Strong verbal and written communication skills are essential.
• Ability to multi-task in a high-volume sales center environment.

Responsibilities

• Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
• Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
• Positively represent InsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
• Communicate effectively & professionally with customers verbally and via email
• Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
• Receive and implement constructive feedback in the form of professional coaching.
• Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
• This role is not responsible for cold calls or lead generation.
• Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
• Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
• Perform other duties as assigned.

Skills

Call center

Sales experience

Personal Insurance knowledge

Verbal and written communication

Multi-tasking

Adaptable to change

Education

Bachelor's degree preferred

High school diploma or GED

Job description

Travelers invites you to join InsuraMatch as an Insurance Advisor Trainee, a role focused on helping customers across the country select insurance carriers and coverages. You will learn to recommend products, build relationships, and manage inbound/outbound activity in a digital agency.

Incumbents must obtain a Property & Casualty or Personal Lines license within 4 weeks, with fully paid training and license sponsorship.