Insurance Advisor Trainee

About the Role

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. This role emphasizes a consultative, relationship-focused approach and seeks sales professionals to foster long-term customer relationships. You will 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 carriers and products through a comprehensive training program. This job works under direct supervision and does not manage others.

Key Responsibilities

• Successfully complete a comprehensive 4-month paid training program, 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 the company, establish customer rapport, and ensure exceptional customer experiences.
• Efficiently multitask across multiple systems to gather necessary information for quoting, underwriting, and closing sales.
• Communicate effectively and professionally with customers verbally and via email.
• Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products.
• Consistently meet 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.
• 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 the date of hire.
• Maintain continuing education requirements for the obtained license.
• Perform other duties as assigned.

Requirements & Tech Stack

• Prior call center and sales experience.
• Personal Insurance product knowledge.
• Strong verbal and written communication skills.
• Ability to multitask within a high-volume sales center environment and make appropriate business decisions quickly.
• Ability to demonstrate a positive and professional demeanor.
• Adaptable to change.
• Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within the first 4 weeks of employment date (fully paid training and license sponsorship will be provided).
• Criminal and financial background checks are conducted for license eligibility.

Qualifications

• High school diploma or GED.
• A Bachelor's degree from an accredited four-year college or university is a plus.
• Property and Casualty or Personal Lines Insurance producer license must be obtained within the first 4 weeks of employment.
• Must successfully obtain and maintain Property & Casualty or Personal Lines license in resident state and all required non-resident licenses within six (6) months from the date of hire.
• Failure to pass the licensing exam within two attempts or inability to obtain required licenses within six months may result in termination of employment.

Compensation Overview

• Annual base salary range: $41,200.00 - $67,900.00.
• Eligible for performance-based cash incentive awards.

What is in it for You?

• Health Insurance: Coverage from the first day of employment for employees and eligible family members.
• Retirement:
• 401(k) matching contributions up to the first 5% of eligible pay.
• Paying it Forward Savings Program for those with student loan debt.
• Pension Plan 100% funded by the company.
• Paid Time Off: Minimum of 20 days annually, plus nine paid company Holidays.
• Wellness Program: Tools, discounts, resources, and access to free professional counseling services.
• Volunteer Encouragement: Matching Gift and Volunteer Rewards program.