In your most recent position, what was the size of your client portfolio? Was that manageable for you?
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.
"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?"
"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."
Community answers are written by other candidates practicing this set. Reading how others frame the same question is one of the fastest ways to sharpen your own.
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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