JOB DESCRIPTION
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner
companies to source qualified talent for their open roles. The following
position is available to Veterans, Transitioning Military, National Guard and
Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If
you have the required skill set, education requirements, and experience, please
click the submit button and follow the next steps.
THIS ROLE IS NOT RESPONSIBLE FOR COLD CALLS OR LEAD GENERATION.
COMPENSATION OVERVIEW
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.
SALARY RANGE
$41,200.00 - $67,900.00
TARGET OPENINGS
4
WHAT IS THE OPPORTUNITY?
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 INSURAMATCH 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.
WHAT WILL YOU DO?
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.
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.
#LI-Remote
ADDITIONAL QUALIFICATIONS/RESPONSIBILITIES
What Will Our Ideal Candidate Have?
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.
What is a Must Have?
High school diploma or GED.
Licensing Requirements:
InsuraMatch is committed to a positive customer experience that exceeds
expectations and to meeting all compliance requirements. As a result,
InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and
maintain an insurance license (either Property and Casualty or Personal Lines)
in your resident state.
Each state will evaluate any/all criminal and financial background incidents
to determine license eligibility.
Applicants with a felony conviction or pending/unresolved court cases may
not qualify for licenses in all required states. It is incumbents’
responsibility to provide any/all required court documents needed to obtain your
license(s). Travelers does not pay for and/or reimburse the cost or time needed
to obtain any documents necessary to complete licensing applications.
Failure to pass the licensing exam within two attempts as well as the
inability to obtain any required licenses within six (6) months from date of
hire may result in termination of employment.
What Is in It for You?
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.