Note: The job is a remote job and is open to candidates in USA. Travelers is a leading property casualty insurer with a commitment to customer care and community support. The Insurance Advisor Trainee-Affinity role involves learning to serve as a personal insurance advisor, assisting customers with insurance coverages and fostering long-term relationships. This position includes a comprehensive training program focused on Travelers personal lines insurance products and requires obtaining necessary insurance licenses.
Responsibilities
- 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 cold calls or lead generation
- Successfully obtain and maintain Property and 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
Skills
- High school diploma or GED
- Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date
- Successfully obtain and maintain Property and 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
- Each state will evaluate any/all criminal and financial background incidents to determine license eligibility
- 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
- 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
- Strong math and problem-solving skills
Benefits
- Health Insurance
- 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.
Company Overview
Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business. It was founded in 1853, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.travelers.com.Company H1B Sponsorship
Travelers has a track record of offering H1B sponsorships, with 75 in 2025, 47 in 2024, 60 in 2023, 42 in 2022, 27 in 2021, 20 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now