Customer Service Advisor – Trainee
Travelers
Posted: 10/21/2026
New Business Customer Contact Service Representative
F&G
Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and policy management within the insurance sector, with a strong focus on effective communication and problem resolution. Proficient in handling inquiries, processing policy changes, and maintaining accurate documentation while fostering relationships with agents and customers.
Highest-signal resume keywords
Resident Property And Casualty Insurance LicenseCustomer Service ExperienceCall Center ExperiencePolicy ManagementExcellent Communication Skills
About the role
Key responsibilities & impact- Handle a large volume of inbound calls from customers, agents, and third parties
- Assist with policy inquiries and changes, billing questions, and technical support
- Respond to agent requests for quotes or changes to policies or product lines
- Support customers with policy options such as additional deductibles, basic coverages, and discounts
- Process policy change requests
- Work independently on project assignments and other Customer Solutions Center work
- Learn to answer questions regarding policies, coverages, and premiums
- Provide thorough follow-up and first-call resolution
- Review cancellations and reinstatements and make appropriate decisions with guidance
- Maintain current and complete account documentation
- Assist customers with simple-intent calls after training
- Accurately enter and update policy information in processing systems and handle phone inquiries
- Develop and foster agent/company relationships
- Research and initiate policy changes or corrections according to established procedures and business judgment
- Provide professional and efficient service while meeting or exceeding customer and agent expectations
- Perform other duties as assigned
Requirements
What you’ll need- High school diploma or GED
- Resident Property and Casualty or Personal Lines Insurance License
- Prior insurance and/or call center experience
- Previous customer service experience
- High energy and motivation to follow up and take ownership
- Flexibility and ability to work under pressure
- Excellent communication, organization, and interpersonal skills
- Willingness and ability to learn new functions within the Customer Solutions Center
- A Bachelor's degree from an accredited four-year college or university is a plus
Benefits
Comp & perks- Performance-based cash incentive awards
- Health insurance for employees and eligible family members from the first day of employment
- 401(k) dollar-for-dollar matching up to the first 5% of eligible pay, subject to an annual maximum
- Paying it Forward Savings Program with annual 401(k) contributions for eligible student loan payments
- Pension Plan 100% funded by Travelers
- Minimum of 20 days Paid Time Off annually
- Nine paid company Holidays
- Wellness program with tools, discounts, resources, and caregiving support
- Free professional counseling services, health coaching, and other mental health resources
- Matching Gift and Volunteer Rewards program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy Change ProcessingAccount DocumentationTechnical SupportQuote ManagementBilling Inquiry Resolution
Soft Skills
Interpersonal SkillsOrganization SkillsFlexibilityHigh EnergyMotivation
Certifications & Qualifications
High School Diploma Or GEDBachelor's Degree (Preferred)
Industry Keywords
InsuranceCustomer Solutions CenterPolicy InquiriesCancellations And ReinstatementsAgent Relationships