Insurance Advisor Trainee

Who Are We?

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

$41,200.00 - $67,900.00

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As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier and coverages. You will learn to make recommendations on additional products that best suit the customer's needs, when appropriate. We value a consultative, relationship-focused approach and seek sales professionals who can foster long-term customer relationships in a digital insurance agency.

In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You will 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. With competitive compensation, great benefits starting day one and our driven sales teams, we know that Insura Match can help you accomplish your quest for a fulfilling career.

Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date. (Incumbents will receive fully paid training and license sponsorship). This job works under direct supervision and does not manage others.

• 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 Insura Match, 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.
• Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
• Perform other duties as assigned.

• 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.
• Licensing Requirements:
• Insura Match is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, Insura Match…