Counseling Sales Representative - New Hire Bonus & Great Benefits! Travelers Careers You are here: / Counseling Sales Representative - New Hire Bonus & Great Benefits! ... Counseling Sales Representative New Hire Bonus & Great Benefits! Job ID: R-14618

Job Category: Customer Service

Location: Alpharetta, GA

Additional Locations: Richardson, TX, Richmond, VA, Spokane, WA,

Posted Date: January 21, 2022

**Company Summary**

Taking care of our customers, our communities and each other. Thats 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 160 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.

**Target Openings**

3

**Job Description Summary**

Counseling Sales Representative will consult and counsel with agents and customers via telephone & email to sell Commercial Lines Small Business products. Counseling Sales Representative will utilize a strong understanding of Commercial Lines Small Business products and underwriting guidelines to gather required customer information to evaluate and properly classify individual risks. Under moderate supervision, builds and maintains effective relationships primarily with customers, handling a high volume of inbound calls. Provides telephonic customer service at a level consistent with Travelers Business Center quality and productivity goals. Assists customers and agents with quotes, policy inquiries and changes, billing questions and technical support. This job does not manage others.

By joining the Travelers team as a Counseling Sales Representative, you can look forward to a New Hire bonus of $1,000 after 3 months in your position. Additionally, to recognize your training and growth in the role, you will be awarded a milestone bonus of $1,500 after 9 months in your position. Thats an additional $2,500!

**Primary Job Duties & Responsibilities**

* Based on customer situation, provide policy options such as additional deductible, basic coverages and discounts.

* Responds to customers/agents requests for quotes or changes to existing policies.

* Reviews cancellations and reinstatements and makes appropriate decisions to resolve.

* Resolves service-related complaints and complex calls.

* Assist customers with simple intent calls. May assist with escalated phone calls.

* Acts as on-line billing systems and agency portal website expert to provide proactive agency and customer support.

* Identifies new business opportunities driven by customer/agent request where appropriate, which includes both coverage and product. New business requests will be transferred as appropriate.

* May mentor peers and perform peer-to-peer coaching. Assists with onboarding new hires.

* Ensures current and complete documentation of account notes.

* May lead team meetings.

* Other duties as assigned.

**Minimum Qualifications**

* High school diploma or GED.

* 2 years customer service or call/service center experience.

* Customer Contact Center role experience at Travelers.

**Education, Work Experience, & Knowledge**

* Some college preferred.

* Prior insurance and/or call center experience a plus.

* Resident Property and Casualty or Personal Lines Insurance License preferred.

**Job Specific Technical Skills & Competencies**

Technical knowledge:

* Excellent math and analytical skills.

* Excellent keyboard skills and system navigation experience.

* Able to demonstrate in-depth knowledge of Travelers products and customer

* service skills/needs.

Customer service:

* Excellent customer service and policy service skills.

* Must be able to meet quality and customer experience expectations.

* Ability to diffuse and assist irate callers.

Communication skills:

* Exceptional oral and written communication, keyboard, and system navigation skills.

Problem solving and decision making:

* Excellent decision making-skills to handle requests, resolve issues and develop risk based on company guidelines.

* Seeks assistance on non-routine matters.

**Employment Practices**

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit .