Customer Service Advisor Trainee- InsuraMatch

Travelers • Orlando, FL

390d • $36,300 - $60,000 • Remote

About The Position

The Customer Service Advisor Trainee at Travelers will engage in a dynamic service center environment, handling a high volume of inbound calls from customers, agents, and third parties. The role focuses on assisting with policy inquiries, billing questions, and technical support while ensuring a professional and collaborative team atmosphere. The position requires completion of training and involves direct supervision without managing others.

Requirements

• High school diploma or GED required.
• Resident Property and Casualty or Personal Lines Insurance License preferred.
• A Bachelor's degree from an accredited four-year college or university is a plus.
• Prior insurance and/or call center experience preferred.
• Previous customer service experience preferred.
• High energy and motivation to follow up and take ownership.
• Flexibility and ability to work under pressure.
• Excellent communication, organization, and interpersonal skills.
• Willingness and ability to learn new functions within the Customer Solutions Center.

Responsibilities

• Assists customers, agents, and third parties with policy inquiries and changes, billing questions, and technical support.
• Responds to agent requests for quotes or changes to policies or product lines, as well as customer support on policy options.
• Handles a high volume of inbound calls.
• Processes policy change requests and works independently on project assignments.
• Exercises good judgment, flexibility, and friendliness in interactions.
• Learns how to answer questions regarding policies, coverages, and premiums.
• Delivers first call resolution to make it easy for the customer.
• Reviews cancellations and reinstatements and makes appropriate decisions.
• Ensures current and complete documentation of all account notes.
• Accurately enters and updates policy information into processing systems.
• Develops and fosters Agent/Company relationships.
• Performs research and initiates changes/corrections to customer policies.

Benefits

• Health Insurance for employees and eligible family members from the first day of employment.
• 401(k) matching contributions dollar-for-dollar up to the first 5% of eligible pay.
• Pension Plan that is 100% funded by Travelers.
• Minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program with tools, discounts, and resources for wellness goals.
• Access to free professional counseling services and health coaching.
• Matching Gift and Volunteer Rewards program for community involvement.

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees