Travelers · 1 day ago
Insurance Advisor Trainee - Affinity
Richardson, TX
Full-time
Onsite
New Grad, Entry Level
$37K/yr - $62K/yrTravelers is one of the best property casualty insurers in the industry, seeking an Insurance Advisor Trainee to serve as a personal insurance advisor for Affinity customers. The role involves learning to manage inbound business opportunities, maintaining client communication, and providing guidance on Travelers insurance products through a comprehensive training program.
Auto InsuranceInsuranceProperty Insurance
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
Qualification
Required
High school diploma or GED
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
Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date
As part of the hiring process, this position requires the completion of an online pre-employment assessment
Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states
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
Preferred
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: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
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
Travelers
Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business.
Founded in 1853
10001+ employees
H1B Sponsorship
Travelers has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (75)
2024 (47)
2023 (60)
2022 (42)
2021 (27)
2020 (20)
Funding
Current Stage
Public CompanyTotal Funding
unknown2002-03-22IPO
Leadership Team
Dan Frey
Executive Vice President, Chief Financial Officer
Beth Maerz
SVP, Customer, Strategy and Innovation
Recent News
2026-01-03
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