Operations Support Associate
Windsor Communities
Insurance Advisor Trainee- InsuraMatch
Travelers
full-time
Posted on:
Origin: • 🇺🇸 United States • Tennessee
Visit company websiteSalary
💰 $40,100 - $66,100 per year
Job Level
Entry Level
About the role
- Learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier and coverages.
- Learn to make recommendations on additional products that best suit the customer's needs, when appropriate.
- Manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized.
- Gain an understanding of our carriers and products through our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC.
- 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.
- Acquire comprehensive product, underwriting, and sales knowledge to counsel and sell available insurance products, while meeting quality, efficiency, underwriting and sales metrics.
- Receive and implement constructive feedback in the form of professional coaching.
- Obtain and maintain Property & Casualty or Personal Lines license within six months; licensure sponsorship.
- This role is not responsible for cold calls or lead generation.
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.
- Positive and professional demeanor.
- Adaptable to change.
- High school diploma or GED.
- Licensing Requirements: InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
- Each state will evaluate criminal and financial background incidents to determine license eligibility.
- Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states.
- It is incumbents’ responsibility to provide any/all required court documents needed to obtain your license(s).
- Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
- Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
