Job Description

Crum & Forster Company Overview

Travel Insured International, a Crum & Forster company, is hiring for a SAM Support Specialist.

Travel Insured International is a leading travel insurance provider with more than 30 years in business. As a key component of our Specialty Business Unit, within the Accident & Health division, TII provides travel protection plans to help each individual travel confidently. Travel Insured International is proud to offer products to consumers and to agency partners of all sizes. We're committed to providing dependable coverage, great value, and end-to-end satisfaction for all customers.

The SAM Support Specialistis a position within our Sales and Account Management (SAM) Team. This role acts a resource for the Account Managers, as well as Travel Advisor (TAS) partners.

In this role, the SAM Support Specialist will utilize their in-depth knowledge of the Travel Insured Retail, Group, and Wholesale product lines, along with distribution technology.

This role is responsible for assisting our advisor partners, as well as delivering training that supports the Sales and Account Management Team. This includes providing day-to-day support along with answering questions and assisting our Account Managers with their client needs. The incumbent for this role will be responsible for assisting the team in call and case queues to ensure 80% service level agreement expectations are met, as well as presenting to our partners.

Candidates would work 9:30am-6:00pm EST.

What you will do:

• Provide exceptional customer service regarding travel products and services; including, promptly responding to email and telephone requests for policy adjustments, questions on coverage and technology platforms
• Prepare and host Trainings on both product information and technology platforms: create and record trainings for distribution and/or posting on the Advisor Dashboard; edit existing training (s), incorporates feedback gathered from participants/partners to improve training, processes, and products
• Keeps up to date on Presentation Technology and trends. Ensure clear communication throughout the conceptualization and implementation of training
• Process Partnership Agreements, including opening and closing accounts, address changes, changes in commission structure, etc.
• Assist Account Managers to ensure accurate information is housed in Salesforce.com, including but not limited to, existing customer profiles, complete prospect and suspect information, project identifications with timelines and competitive products installed
• Adherence to Case Management process, including the input or review of cases reported by account managers/accounts for exception requests/changes to ensure completion and assign to appropriate person for resolution; refer high profile cases through the Case Management process to the Senior Account Administrators for immediate processing
• Leadership of the initiative for our Agent Engagement - Social Media
• Identify any Operational issues and escalate, including working with QA to resolve issues
• Manage the Advisor Compensation program with our Finance Team: research and provide feedback on commission
• Perform various Administrative duties for the Sales and Account Management Team
• Provide licensing and compliance support

What YOU will bring to C&F:

• Excellent communication and influencing skills to communicate effectively and credibly, both verbally and in writing, with audiences at all management levels and with business partners
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking Hybrid office environment (for candidates local to CT)
• Ability to work independently and meet strict deadlines.
• A strong Team player with the resourcefulness and self-confidence to work effectively and respectfully within a team environment.
• Ability to learn, communicate and apply new business information
• Effective problem solving and decision-making skills
• Demonstrates resourcefulness and perseverance to overcome challenges and achieve goals
• Demonstrated technological agility
• Event/training/project planning experience and comfort with managing detailed logistics

Requirements:

• A Bachelor’s Degree or equivalent is required
• 3+ years of Sales Support experience (or a similar complex administrative role) is preferred
• Proficiency in MS Office: Intermediate to Advanced level proficiency in MS Excel and MS PowerPoint are required
• Personal Lines/Casualty License is required
• 10% Travel is required for this role and may include International travel
• The ability to support regular evening and weekend trainings is required
• Proficiency in Salesforce.com is preferred
• Travel Sales industry experience is preferred
• Previous experience delivering Training is preferred

What C&F will bring to you

• Competitive compensation package
• Generous 401K employer match
• Employee Stock Purchase plan with employer matching
• Generous Paid Time Off
• Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
• A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
• A dynamic, ambitious, fun and exciting work environment
• We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community

At C&F you will BELONG

If you require special accommodations, please let us know. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know. Belonging at C&F, is a mindset. It’s about fostering a culture of inclusion and connection, where everyone feels valued, heard, and empowered to thrive and where our social impact efforts help strengthen the communities where we live and work.

For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit https://www.cfins.com/onlineprivacypolicy/ca/noticeatcollection/ for more information.

Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $43,800.00 to a maximum of $82,400.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee’s contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.

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