Insurance Advisor Sales Trainee

Sales $34,100.00 - $56,200.00 4 As an Insurance Advisor Trainee for InsuraMatch, you will assume the role of a personal insurance counselor and educator that will help customers choose their ideal insurance carrier and coverages. InsuraMatch is an independent agency company, owned by Travelers Insurance that uses an innovative online platform to help consumers compare offerings from more than 40 carries across the United States.

InsuraMatch offers coverage for auto, home, boat, motorcycle, renters, umbrella, and flood among others. InsuraMatch operates independently and manages all carrier partnerships. We believe in a high touch, consultative approach that builds long lasting relationships with our customers and we are looking for sales professionals that can foster this type of relationship. Insurance Advisor Trainees will gain an understanding of our carriers and products through our comprehensive training program.

Schedule Details:

• During the first 3 weeks of training, your schedule will be 9:00 a.m. – 5:30 p.m. EST, Monday-Friday.
• Following training, you will assume your assigned work scheduled. We are offering two options: 11:30 a.m. – 8:00 p.m. EST, M,W,Th,F,SA (Tuesday/Sunday off) or M,T,Th,F,SA (Wednesday/Sunday off). All shifts will be confirmed at time offer.

As part of the hiring process, you will be required to obtain a Property & Casualty/Personal Lines Agent License as a condition of employment. This position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. This job works under direct supervision and does not manage others.

• Actively cultivate high value customers and prospects through drip communication efforts (outbound “check-in” calls, renewal reviews, periodic re-shopping to secure better pricing, email, and text communications).
• Provide an exceptional sales experience to prospects in order to meet sales targets and performance goals.
• Learns to represent InsuraMatch in a positive manner while building customer rapport.
• Learns to solicit all information necessary to produce quotes and close sales.
• Develops basic telemarketing, sales and system skills, and builds product knowledge.
• Perform other duties as assigned.
• Receives and implements constructive feedback in the form of professional coaching.
• Manufacture new sales through proactive outreach, account rounding, and customer referrals. Work “at risk” policies with an eye toward increasing agency level retention.
• Provide prospects with a consultative sales experience with an emphasis on counseling and educating customers.
• Learns to demonstrate strong active listening skills to identify customer problems or objections.
• Maintain product knowledge for all lines of business and products written.
• Prepare personalized personal lines insurance quotes to prospects and use assumptive closing techniques to close sales.
• Learns to handle objections professionally while clearly articulating relevant product and corporate features, benefits, and value to the customer.
• Upon completion of training, this role will:
• Receive inbound calls in order to quote and bind personal lines insurance products offered by our panel of national and regional insurers.

• Prior call center and sales experience preferred.
• Maintain continuing education requirements for the Property & Casualty license obtained.
• Must obtain a NJ Property and Casualty Insurance producer license within first 4 weeks of employment date. (You will receive fully paid training and sponsorship for your insurance license).
• Excellent communication, organization, and interpersonal skills.
• A Bachelor's degree from an accredited four-year college or university is a plus.

• High school diploma or GED required.

• Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
• 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.
• Wellness Program: The Travelers wellness program is comprised of tools and resources that empower you to achieve your wellness goals. In addition, our Life Balance program provides access to professional counseling services, life coaching and other resources to support your daily life needs. Through Life Balance, you’re eligible for five free counseling sessions with a licensed therapist.
• 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.