Learns how to answer questions regarding policies, coverages and premiums; assumes ownership for thorough follow up on all contacts.
Learns how to deliver first call resolution to make it easy for the customer.
Learns how to respond to customer/agent requests for quotes or changes to existing policies.
Learns how to review cancellations and reinstatements and makes appropriate decisions to resolve with guidance.
Learn how to ensure current and complete documentation of all account notes.
Assist customers with simple intent calls.
Accurately enter and update policy information into the various processing systems and handle phone inquiries.
Develop and foster Agent/Company Relationships.
Perform research and initiate changes/corrections to customer’s policies according to established procedures and sound business judgment.
Meet and/or exceed the expectations of customers and agents, providing professional and efficient service at all times through positive interactions and extensive product knowledge.
Perform other duties as assigned.

Resident Property and Casualty or Personal Lines Insurance License preferred.
A Bachelor's degree from an accredited four-year college or university is a plus.
Prior insurance and/or call center experience preferred.
Previous customer service experience preferred.
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.
High school diploma or GED required.

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.

Customer Service Advisor – Trainee

Key skills