Insurance Advisor Trainee
Travelers · Richardson, TX · 4 wk ago
HybridSales$41k–$68k/yrFull-time
We need to output HTML fragment with sections: Use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions.
We need to parse the posting.
Let's extract sections:
- Who Are We? (About the company) - content: "Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it."
- Compensation Overview: includes Salary Range $41,200.00 - $67,900.00, Target Openings 4, plus description about base salary range, performance-based cash incentive awards. So we have Pay section (salary range) and maybe Benefits? The compensation overview also mentions performance-based cash incentive awards. Benefits are described later in "What Is in It for You?" So we can have Pay section with salary range and maybe mention incentive.
- What Is the Opportunity? (About the role) - description of role: Insurance Advisor Trainee, learning to serve as personal insurance advisor, etc. This could be "About the role" or "Responsibilities"? Actually "What Is the Opportunity?" is like role description. We'll put under
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions.
We need to parse the posting.
Let's extract sections:
- Who Are We? (About the company) - content: "Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it."
- Compensation Overview: includes Salary Range $41,200.00 - $67,900.00, Target Openings 4, plus description about base salary range, performance-based cash incentive awards. So we have Pay section (salary range) and maybe Benefits? The compensation overview also mentions performance-based cash incentive awards. Benefits are described later in "What Is in It for You?" So we can have Pay section with salary range and maybe mention incentive.
- What Is the Opportunity? (About the role) - description of role: Insurance Advisor Trainee, learning to serve as personal insurance advisor, etc. This could be "About the role" or "Responsibilities"? Actually "What Is the Opportunity?" is like role description. We'll put under About the role
maybe.
- What Will You Do? - list of duties/responsibilities. This is responsibilities.
- What Will Our Ideal Candidate Have? - qualifications/skills.
- What is a Must Have? - requirements (high school diploma or GED, licensing requirements). Could be Requirements.
- What Is in It for You? - benefits.
We also have "Employment Practices" etc which is boilerplate EEO etc - remove.
Also "Travelers reserves the right to fill this position at a level above or below the level included in this posting." Might be boilerplate; but it's not EEO. Might be considered generic but maybe keep? It's not specific to role. Probably remove as it's generic.
Also "To learn more about our comprehensive benefit programs please visit ..." is application instruction? It's a link; maybe remove as it's not substantive.
We need to preserve all substantive info: salary range, target openings, performance-based cash incentive awards, training program details, licensing requirements, etc.
We must not create sections with placeholder text like "commensurate with experience". We have actual salary range, so Pay section is valid.
Schedule: not mentioned; do not create Schedule section.
Benefits: we have health insurance, retirement, PTO, wellness program, volunteer encouragement. So Benefits section.
Qualifications/Skills: we have "What Will Our Ideal Candidate Have?" includes Bachelor's degree plus, prior call center and sales experience, product knowledge, communication skills, multitasking, positive demeanor, adaptable. Also "What is a Must Have?" includes high school diploma or GED, licensing requirements. We could combine into Requirements and Qualifications/Skills. But we need to decide headings: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. Possibly combine Qualifications and Skills? The list includes both; we could have Qualifications (education, experience) and Skills (communication, multitasking, etc). But we need to avoid thin sections. Perhaps combine Qualifications and Skills into one section? But the instruction says use those headings if appropriate. We can have both if content sufficient.
Let's see content:
Qualifications: Bachelor's degree from an accredited four-year college or university is a plus. Prior call center and sales experience. Personal Insurance product knowledge. (These are qualifications/experience). Also high school diploma or GED is a must have (requirement). Licensing requirements also requirement.
Skills: 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.
Thus we can have Requirements (must have: HS diploma/GED, licensing) and Qualifications (preferred: Bachelor's degree, prior experience, product knowledge) and Skills (communication, multitasking, demeanor, adaptable). That seems reasonable.
Now About the role: from "What Is the Opportunity?" plus maybe also mention training program? Actually training program is in responsibilities. We'll keep About the role as description of role and opportunity.
Responsibilities: from "What Will You Do?" list.
Benefits: from "What Is in It for You?" list.
Pay: from Compensation Overview: salary range, target openings, performance-based cash incentive awards.
We must not include duplicated lines. Ensure we preserve all substantive info.
Let's extract exact sentences.
About the role (What Is the Opportunity?):
"As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier and coverages. You will learn to make recommendations on additional products that best suit the customer's needs, when appropriate. We value a consultative, relationship-focused approach and seek sales professionals who can foster long-term customer relationships in a digital insurance agency. In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You will gain an understanding of our carriers and products through our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC. With competitive compensation, great benefits starting day one and our driven sales teams, we know that InsuraMatch can help you accomplish your quest for a fulfilling career. Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date. (Incumbents will receive fully paid training and license sponsorship). This job works under direct supervision and does not manage others."
We need to keep all that.
Responsibilities (What Will You Do?):
List items separated by periods? Let's extract each bullet:
- Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
- Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
- Positively represent InsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
- Communicate effectively & professionally with customers verbally and via email
- Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available 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 features, benefits, and value to the consumer.
- This role is not responsible for cold calls or lead generation.
- Successfully obtain and maintain Property & 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.
We need to preserve all.
Requirements (What is a Must Have?):
- High school diploma or GED.
- Licensing Requirements: InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
- Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
- Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states.
- It is incumbents’ responsibility to provide any/all required court documents needed to obtain your license(s).
- Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
- 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.
We should keep all that.
Qualifications (What Will Our Ideal Candidate Have?):
- 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.
But note that some of these overlap with Skills. We'll split: Qualifications: education, experience, product knowledge. Skills: communication, multitasking, demeanor, adaptable.
Thus Qualifications:
- 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
Skills:
- 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.
Benefits (What Is in It for You?):
- 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.
Pay (Compensation Overview):
- The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country.
- The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
- As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
- Salary Range $41,200.00 - $67,900.00
- Target Openings 4
We should keep all that.
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