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.
Under direct supervision, perform standard duties utilizing developed procedures on assignments of moderate complexity. Follows standard policies to complete work. Works within moderate limits to process applications. Possesses procedural knowledge and skills that enable task accomplishment. This job typically does not manage others.
Primary Job Duties & Responsibilities
(May include all or the majority but not limited to these components): Pre-quote and post-bind u/w activities, by account (ML, O): Bills, assembles and distributes Bond products according to procedural guidelines Books and issues (O) Understands policy documents: Solicitation requirements (O) Pre-populates Workbook with easily-available financial and other data (O, ML) Pull prospect lists for underwriting teams from the Vault Scrub and distribute new business leads from Middle Market to the underwriting teams (ML) Assist in the Polaris training of new underwriters (ML) New business processing including extended time and/or warranty (S) Set up renewal solicitation for each underwriting team including storage of proof of notice in the EFC (ML) Pull credit, Guidestar, Westlaw and ERISA reports Closeout of bonds with extended time and/or warranty provisions (S) New business and closeout with deviated commission scales (S) Complete management of Final Contract Price report process including pulling the reports, compiling the final price information, sending to the agent and managing the process through final closeout and processing of over/under run premiums (S) New business processing involving joint ventures (S) New business processing involving co-sureties (S) May assist in audits, set up of QAP forms (ML); QAP action plans (O) Processes cancellations Process Mid-Term changes, surety riders (S) Follow-up on non-pays (S) Review delinquency pay and follow up with agency. Monitor and review all past-due obligations (60 and 90 day) (ML) Other duties as assigned.
High School diploma or equivalent required. Bachelor's degree or one year of work experience required. Basic software skills required (Windows MS Office).
Education, Work Experience & Knowledge
High school diploma preferred. Typically has 2 years of experience in the Insurance Industry.
Job Specific & Technical Skills & Competencies
Understanding of insurance terms and Underwriting instructions: Intermediate Communication: Basic Demonstrates effective verbal, written and listening communication skills. Customer Focus: Intermediate Provides service excellence to internal or external clients. MS Office applications (Word, Excel, Outlook) and ability to learn computer systems: Basic
Operates standard office equipment. Requires extended periods of computer use. Requires extended periods of sitting.
Licensing or Certificates
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
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