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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal insurance products and effective sales techniques while providing exceptional customer service in a call center environment. Capable of multitasking and adapting to changes while maintaining compliance with licensing requirements.
Highest-signal resume keywords
Personal Insurance Product KnowledgeCall Center ExperienceProperty and Casualty LicenseSales ExperienceStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
QuotingUnderwritingSales MetricsCustomer GuidanceObjection Handling
Soft Skills
Positive DemeanorAdaptabilityProfessional CommunicationMultitaskingCustomer Rapport
Certifications & Qualifications
Property and Casualty LicensePersonal Lines Insurance License
Industry Keywords
Insurance ProductsSales Center EnvironmentContinuing Education RequirementsClient CommunicationInbound Business Opportunities
About the role
Key responsibilities & impact- Complete a comprehensive four-month paid classroom training program with ongoing support
- Learn multiple personal lines insurance products across diverse carriers
- Provide one-on-one insurance coverage guidance
- Connect current customers to additional products and services
- Handle inbound and outbound calls in a call center environment
- Represent InsuraMatch positively and establish customer rapport
- Ensure exceptional customer experiences
- Multitask across multiple systems to gather information for quoting, underwriting, and closing sales
- Communicate professionally with customers verbally and via email
- Develop product, underwriting, and sales expertise to counsel and sell insurance products
- Meet quality, efficiency, underwriting, and sales metrics
- Receive and implement professional coaching
- Handle objections and articulate product features, benefits, and value
- Manage inbound business opportunities and maintain client communication until sale completion
- Perform other duties as assigned
Requirements
What you’ll need- High school diploma or GED
- Prior call center and sales experience
- Personal Insurance product knowledge
- Strong verbal and written communication skills
- Ability to multitask in a high-volume sales center environment and make appropriate business decisions quickly
- Positive and professional demeanor
- Adaptability to change
- Must obtain a Property and Casualty or Personal Lines Insurance producer license within the first 4 weeks of employment
- Must successfully obtain and maintain a Property & Casualty or Personal Lines license in the resident state and all required non-resident licenses within six months of hire
- Must maintain continuing education requirements for the insurance license
- Each state will evaluate criminal and financial background incidents for license eligibility
- Applicants with felony convictions or pending/unresolved court cases may not qualify for licenses in all required states
- Must pass the licensing exam within two attempts
- Bachelor's degree from an accredited four-year college or university is a plus
Benefits
Comp & perks- Performance-based cash incentive awards
- Fully paid training and license sponsorship
- 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 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, caregiving support, free professional counseling, and health coaching
- Matching Gift and Volunteer Rewards program
- Comprehensive benefits program