Insurance Advisor Trainee – Affinity

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.

Customer Experience, Customer Service, Sales

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.

$37,400.00 – $61,600.00

10

As an Insurance Advisor Trainee-Affinity, you will learn to serve as a personal insurance advisor, helping Affinity customers across the country with insurance coverages. You will learn to make recommendations on additional Travelers 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. Travelers maintains strategic relationships with Affinity partners to offer tailored insurance solutions to specific groups or organizations.

These partnerships are mutually beneficial, leveraging the strengths and reach of both Travelers and its partners to cater to the unique needs of the partner’s members or customers. 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 Travelers Personal Insurance products, specifically those designed for Travelers Affinity accounts, through our comprehensive training program.

With competitive compensation, great benefits starting day one and our driven sales teams, we know that we can help you accomplish your quest for a fulfilling career. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.

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 paid training program in a classroom setting with ongoing support and resources, gaining knowledge of Travelers personal lines insurance products.

• Learn to communicate the value of the Affinity relationship to the customer by highlighting key benefits, such as exclusive discounts and the convenience of Affinity payroll deduction.

• Provide one-on-one insurance coverage guidance, connect current customers to additional Travelers products and services, and handle inbound and outbound calls in a call center environment.

• Positively represent Travelers with integrity by answering inbound phone calls to determine the appropriate insurance products and coverages for our Affinity customers.

• Communicate effectively and professionally with Affinity customers verbally and via email.

• Acquire comprehensive product, underwriting, and sales expertise to counsel and sell Travelers 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, benefits, and value to the consumer.

• This role is not responsible for…