Carrier Consolidation Specialist, Personal Insurance

Who Are We? 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. Job Overview The Carrier Consolidation (CarCon) Specialist is a key contributor within the Personal Insurance (PI) Field Sales organization, responsible for managing the end-to-end quote workflow through the CarCon dashboard. This role partners closely with the internal Field Sales team and external agency partners to optimize quote activity, improve close rates, and grow new business volume. Responsibilities Own the CarCon quote process from intake through bind, serving as the primary quoting resource for the PI Field Sales team, soliciting all necessary information to produce quotes, retain business, and close sales. Apply in-depth knowledge of Travelers PI products and underwriting guidelines to assess risk, price accounts, and recommend effective quote strategies. Collaborate with the internal Field Sales team to align quote activity with territory sales strategies and broader business objectives. Engage directly with agency partners to build rapport, facilitate quote requests, and support the development of consolidated carrier relationships. Utilize data and analytics within the CarCon dashboard to support pipeline management, performance tracking, and informed sales decisions, including leveraging automation and AI tools to optimize quote workflows and improve efficiency. Ensure accurate and thorough documentation of quote and account activity in accordance with defined guidelines and procedures. Perform other duties as assigned. Ideal Candidate Qualifications Bachelor's degree in business, sales, or a related field. Two or more years of experience in customer service, inside sales, retention, or a related insurance role. General proficiency in Travelers PI products, underwriting guidelines, and P&C marketplace knowledge. Strong consultative selling skills, including active listening, objection handling, and the ability to clearly articulate product features and value. Demonstrated ability to build and maintain relationships with agency partners and internal stakeholders, representing Travelers in a professional and positive manner. Strong verbal and written communication skills, with the ability to convey information effectively to diverse audiences with empathy and professionalism. Required Experience High school diploma or GED. One or more years of experience in customer service, inside sales, retention, or a related role. 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. Student Loan Support: 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. Pension Plan: You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program provides tools, discounts and resources, and includes free professional counseling services, health coaching and other resources to support daily life needs. Volunteer Encouragement: Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. 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. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. Legal Notice Travelers reserves the right to fill this position at a level above or below the level included in this posting. #J-18808-Ljbffr Travelers Canada