Insurance Advisor Trainee at InsuraMatch serving as personal insurance advisor to customers. Engaging in comprehensive training to manage inbound business opportunities and assist in selecting ideal insurance coverages.
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.
Requirements
A Bachelor's degree from an accredited four-year college or university is a plus.
Prior call center and sales experience
Personal Insurance product knowledge
Strong verbal and written communication skills
Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
Able to demonstrate a positive and professional demeanor.
Adaptable to change.
High school diploma or GED.
Benefits
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.
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