Insurance Advisor Trainee - Remote & Training Provided - $41-67K

Military Spouse Corporate Career Network

7d • Remote

About The Position

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. This role is not responsible for cold calls or lead generation. 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.

Requirements

• High school diploma or GED.
• Must obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
• Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states.
• Incumbents’ responsibility to provide any/all required court documents needed to obtain your license(s).

Nice To Haves

• 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.

Responsibilities

• 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 InsuraMatch, 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.
• 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.

Benefits

• 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 carecaregiving 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED