About Travelers

The Travelers Companies, Inc. (NYSE: TRV) is a leading property casualty insurer selling primarily through independent agents and brokers. The company's diverse business lines offer its global customers a wide range of coverage in the auto, home and business settings. A component of the Dow Jones Industrial Average, Travelers has more than 30,000 employees and generated revenues of approximately $25 billion in 2010.

Account Manager - Underwriting Assistant - Small Business

Company Information
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.

Job Summary
Reports to Operations Manager/Director for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.

Primary Job Duties & Responsibilities
Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals. Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.). Participates in pre-renewal meetings to define assignments. Prepares underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.). Manages account documentation (i.e., proposals, agreement letters, reinsurance contracts, collateral agreements, policy change, endorsements, cancellations, etc.). Ensures accurate and timely servicing and billing of accounts. Communicates with brokers/agencies, insureds/customers and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions). Quotes accounts within authority limits by reviewing exposures and experience rating, updating account information, rates and adjusts the price. Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates). Provides administrative support and other related services as needed (e.g., input account information into system). Participates in projects/assignments as needed.

Education, Work Experience & Knowledge
Minimum Requirements:
High School diploma or equivalent required.
Bachelor's degree or one year work experience required.
Basic software skills required (Windows MS Office)

Job Specific & Technical Skills & Competencies
Analytical Thinking. Initiative/Motivation/Commitment. Driving for Results. Teamwork and Collaboration. Communication both verbal and written. Flexibility. Organizational Skills. Customer Service Skills. Technical Knowledge/Expertise.

Environmental/Work Schedules/Other
Business & Technical Knowledge: Strong understanding of personal lines, mass marketing, distribution networks, internal processes and systems. Knowledge of marketing plan design and execution. Working knowledge of key drivers of profit, underwriting, legal, marketing requirements Problem Solving: Creative and innovative in approach to problem solving and marketing plan development. Ownership: Takes initiative and works independently, self-motivated and takes lead role on projects, enthusiastic, results oriented, credible and professional. Management of Resources: Project Management skills. Well organized and focuses on highest priorities first, handles multiple tasks simultaneously, delivers quality products and services cost effectively. Teamwork: Interacts effectively with team members, other teams, Business Center and across organizational lines. Customer Focus: Proactive, sensitive, responsive to customer needs and expectations. Travel required: Approximately 20% - 30%

Preferred Qualifications
Two or more years insurance experience related to rate, quote, and issuance of P&C Insurance is preferred.

Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
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