Carrier Consolidation Specialist, Personal Insurance

Travelers

Carrier Consolidation Specialist managing the quote workflow process for Personal Insurance. Collaborating with sales teams and agency partners to optimize performance and close rates.

Posted 6/3/2026full-timeHartford • Connecticut • 🇺🇸 United StatesJuniorMid-Level💰 $52,600 - $86,800 per yearWebsite

About the role

Key responsibilities & impact

Own the CarCon quote process from intake through bind, serving as the primary quoting resource for the PI Field Sales team, soliciting all necessary information to produce quotes, retain business, and close sales.
Apply in-depth knowledge of Travelers PI products and underwriting guidelines to assess risk, price accounts, and recommend effective quote strategies.
Collaborate with the internal Field Sales team to align quote activity with territory sales strategies and broader business objectives.
Engage directly with agency partners to build rapport, facilitate quote requests, and support the development of consolidated carrier relationships.
Utilize data and analytics within the CarCon dashboard to support pipeline management, performance tracking, and informed sales decisions, including leveraging automation and AI tools to optimize quote workflows and improve efficiency.
Obtain and maintain Issue Authority for all Personal Insurance lines of business, as well as required resident and non-resident State P&C licenses.
Ensure accurate and thorough documentation of quote and account activity in accordance with defined guidelines and procedures.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor's degree in business, sales, or a related field.
Two or more years of experience in customer service, inside sales, retention, or a related insurance role.
General proficiency in Travelers PI products, underwriting guidelines, and P&C marketplace knowledge.
Strong consultative selling skills, including active listening, objection handling, and the ability to clearly articulate product features and value.
Demonstrated ability to build and maintain relationships with agency partners and internal stakeholders, representing Travelers in a professional and positive manner.
Strong verbal and written communication skills, with the ability to convey information effectively to diverse audiences with empathy and professionalism.
Successful attainment of a resident State P&C insurance license and all required non-resident licenses.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

quote processrisk assessmentpricing accountsquote strategiesdata analyticspipeline managementperformance trackingautomation toolsAI toolsdocumentation

Soft Skills

consultative sellingactive listeningobjection handlingrelationship buildingcommunicationempathyprofessionalism

Certifications

Bachelor's degreeresident State P&C insurance licensenon-resident State P&C licenses