The Travelers Companies, Inc.

Account Manager - Underwriting Assistant, Commercial Surety Bond

Posted on Jan 20 St Paul, MN


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

This individual is recognized as competent in all phases of the following areas: Business Unit Specific Product lines and coverage. Knowledge of underwriting support processes/procedures/ workflow. Awareness of local Business Unit Strategy. Travelers' applications/systems. Rating/pricing methodologies and tools. In addition: Manages relationships with Account Executives, agents, as well as peers and business partners. May include agency visits. Actively participates in meetings. Negotiates and resolves conflicting priorities. Responsible for managing assigned work. Does not manage others.

Primary Job Duties & Responsibilities

Partners with Account Executives/ Underwriters to establish support needs for renewals and/or new business policies (i.e., identify/gather relevant account information; pull credit; create exhibits, etc.). Manages account documentation (i.e., receipt of underwriting information, new business, policy change, endorsements, cancellations, etc.). Ensures accurate and timely servicing and billing of accounts (i.e., new business processing, renewal processing; managing final close-out, processing cancellations, mid-term changes, surety riders, etc.). Communicates with brokers/agencies and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions). Follow-up on accounting issues/overdue premiums. Participates in projects/assignments as requested.

Minimum Qualifications

High School diploma or equivalent required. Associate's degree or one year of work experience required. Basic software skills required (Windows MS Office).

Education, Work Experience & Knowledge

Bachelor's Degree preferred. Typically has 2 or more years of experience in the Insurance industry.

Job Specific & Technical Skills & Competencies

Technical Knowledge: Demonstrates all necessary technical skills needed to perform the role. Demonstrates ability to seek to broaden knowledge & skills. Customer Service: Demonstrates ability to act promptly in difficult situations--acts with a sense of urgency. Able to take responsibility. Driving For Results: Able to meet standards set by manager and able to set high standards for self. Able to take the steps necessary to improve personal and team performance. Analytical Thinking: Demonstrates ability to break down problems. Able to understand basic relationships of activities performed. Demonstrates ability to apply knowledge to solve issues and is able to break down complex tasks. Initiative: Able to be decisive in all situations. Able to think to the future (4 months ahead) to identify or eliminate potential issues in renewal account workflow. Actively attempts to influence events to achieve goals. Teamwork & Cooperation: Demonstrates the ability to positively reinforce team members--enhances camaraderie among team. Able to genuinely value and digest others' input and willing to learn from others. Communication: Demonstrates ability to speak clearly and expresses self well in groups and one on one conversations. Able to use examples to make point. Able to actively engage others. Able to explain reasons for decisions or actions in depth. Flexibility: Demonstrates ability to apply guidelines appropriately. Able to adapt in a variety of situations. Also understands the best approach to take for various situations. Able to adapt rapidly to change. Motivation/ Commitment: Demonstrates ability to perform in a business professional manner with a positive attitude. Demonstrates the ability and drive to seek development opportunities. Is able to take complete ownership for role responsibilities. Organizational Skills: Able to function independently. Demonstrates ability to adapt to rapid change and cope effectively with change. Demonstrates ability to plan ahead for peak volume periods.

Physical Requirements

Operates standard office equipment. Requires extended periods of computer use. Requires extended periods of sitting.

Licensing or Certificates

N/A

Equal Employment Opportunity Statement

Travelers is an equal opportunity employer.