Travelers Mock Interview
Practice 30 Travelers interview questions covering insurance expertise, risk assessment, and client service.
Question 10 of 30
In your most recent position, what was the size of your client portfolio? Was that manageable for you?
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Community Answers
Kevin Downey has an extensive background in business management, recruiting, branding and marketing. He's volunteered his career coaching services at job fairs, lecturing on interview techniques and crafting winning resumes and cover letters.
If you are interviewing for an account manager or sales-related role with Travelers, try to determine the size of the portfolio you are expected to manage before commencing your interview. "As a Sales Executive, you can own and grow a new territory while working alongside local independent agents and brokers. You are looked to as a subject matter expert when it comes to developing solutions and improving processes." Be open and transparent with the size of your current or most recent insurance portfolio. Come armed with that knowledge, and assure them that you can handle the volume required and are ready for this next stage in your career.
Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.
"With my current company, I have a portfolio of 55M, which I grew from 15M when I first started. I am comfortable with this volume but can certainly handle more if required. May I ask what the average Insurance agent's book of business looks like with Travelers?"
Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.
"My most recent portfolio was smaller than I would have liked, which is why I am seeking a new opportunity. I would prefer an active portfolio in the 25-30 million range."
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Anonymous Answer
With my last employer, the current portfolio started at 20 million and by the time I left, it was up to around 25 million. Yes, it was manageable to me as I was the only collector but with my skills, I felt I could have managed a larger client portfolio.
Stephanie's Feedback
That's awesome that you managed such a large client portfolio! To deepen the impact of your response, I suggest adding a clinching sentence that re-states your ability to manage large client portfolios.
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