Travelers

Insurance Advisor Trainee- InsuraMatch

Travelers

Richardson, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you looking for an exciting and challenging career in the insurance industry? Do you have a passion for helping others and a strong desire to learn and grow? If so, then we have the perfect opportunity for you! Travelers is seeking a motivated and driven individual to join our team as an Insurance Advisor Trainee with our InsuraMatch division. In this role, you will have the opportunity to receive extensive training and hands-on experience to become a successful insurance advisor. We are looking for someone who is eager to learn, has excellent communication skills, and thrives in a fast-paced environment. If you possess a strong work ethic, a positive attitude, and a desire to help people protect what matters most to them, then we want to hear from you! Join our team and start your journey towards a rewarding career with Travelers.

  1. Receive extensive training on insurance products and services to become knowledgeable and confident in providing accurate and helpful information to clients.
  2. Develop and maintain a strong understanding of insurance policies, regulations, and industry trends to effectively advise clients on the best coverage options for their needs.
  3. Conduct thorough and detailed consultations with clients to assess their insurance needs and provide personalized recommendations.
  4. Utilize strong communication skills to effectively educate clients on insurance products and services, as well as answer any questions or concerns they may have.
  5. Collaborate with team members and managers to continuously improve processes and procedures, and provide feedback on ways to enhance the customer experience.
  6. Follow company guidelines and protocols to ensure compliance with insurance regulations and maintain ethical standards in all interactions with clients.
  7. Keep up-to-date on industry developments and changes in insurance policies and regulations to provide the most current and accurate information to clients.
  8. Maintain a high level of professionalism and customer service at all times, representing the company in a positive and knowledgeable manner.
  9. Meet and exceed sales goals by actively promoting and upselling insurance products and services to clients.
  10. Participate in ongoing training and development opportunities to continuously improve knowledge and skills as an insurance advisor.
Where is this job?
This job is located at Richardson, TX, USA
Job Qualifications
  • Knowledge Of Insurance Products And Industry Regulations.

  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • Strong Communication And Interpersonal Skills To Effectively Interact With Clients And Team Members.

  • Ability To Analyze And Interpret Data To Provide Accurate Recommendations And Solutions.

  • Willingness To Complete A Comprehensive Training Program And Obtain Necessary Licenses And Certifications.

Required Skills
  • Communication Skills

  • Time Management

  • Attention to detail

  • customer service

  • Analytical Thinking

  • Relationship Building

  • Computer proficiency

  • Problem-Solving

  • Insurance Knowledge

  • Sales Techniques

  • Marketing Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Insurance Advisor Trainee- InsuraMatch in Richardson, TX, USA is between $35,000 and $45,000 per year. This may vary depending on factors such as experience, education, and the specific company or organization.

Additional Information
Travelers is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 21st, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About Travelers

The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company. It is the second-largest writer of U.S. commercial property casualty insurance, and the sixth-largest writer of U.S. personal insurance through independent agents.

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