Carrier Consolidation Specialist, Personal Insurance

Responsibilities

• Own the Car Con 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 Car Con 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.

• 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.