Travel Advisor Support Specialist

Crum & Forster

Travel Advisor Support Specialist providing support for travel insurance products with leading travel insurance provider. Acting as a resource for Account Managers and Travel Advisor partners with exceptional service and training.

Posted 5/26/2026full-timeRemote • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $43,800 - $82,400 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Provide exceptional customer service regarding travel products and services; including, promptly responding to email and telephone requests for policy adjustments, questions on coverage and technology platforms
Prepare and host Trainings on both product information and technology platforms: create and record trainings for distribution and/or posting on the Advisor Dashboard; edit existing training(s), incorporates feedback gathered from participants/partners to improve training, processes, and products
Keeps up to date on Presentation Technology and trends. Ensure clear communication throughout the conceptualization and implementation of training
Process Partnership Agreements, including opening and closing accounts, address changes, changes in commission structure, etc.
Assist Account Managers to ensure accurate information is housed in Salesforce.com, including but not limited to, existing customer profiles, complete prospect and suspect information, project identifications with timelines and competitive products installed
Adherence to Case Management process, including the input or review of cases reported by account managers/accounts for exception requests/changes to ensure completion and assign to appropriate person for resolution; refer high profile cases through the Case Management process to the Senior Account Administrators for immediate processing
Leadership of the initiative for our Agent Engagement - Social Media
Identify any Operational issues and escalate, including working with QA to resolve issues
Manage the Advisor Compensation program with our Finance Team: research and provide feedback on commission
Perform various Administrative duties for the Sales and Account Management Team
Provide licensing and compliance support

Requirements

What you’ll need

A Bachelor’s Degree or equivalent is required
3+ years of Sales Support experience (or a similar complex administrative role) is preferred
Proficiency in MS Office: Intermediate to Advanced level proficiency in MS Excel and MS PowerPoint are required
Personal Lines/Casualty License is required
10% Travel is required for this role and may include International travel
The ability to support regular evening and weekend trainings is required
Proficiency in Salesforce.com is preferred
Travel Sales industry experience is preferred
Previous experience delivering Training is preferred

Benefits

Comp & perks

Competitive compensation package
Generous 401K employer match
Employee Stock Purchase plan with employer matching
Generous Paid Time Off
Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
A dynamic, ambitious, fun and exciting work environment
We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales SupportTraining DeliveryCase ManagementCommission Structure ManagementAdministrative DutiesCustomer ServicePolicy AdjustmentsPresentation TechnologyOperational Issue IdentificationFeedback Incorporation

Soft Skills

CommunicationLeadershipOrganizational SkillsProblem SolvingCollaborationAdaptabilityAttention to DetailTime ManagementCustomer EngagementFeedback Management

Certifications

Bachelor’s DegreePersonal Lines LicenseCasualty License