Account Executive
6 days ago
Solid reputation, passionate people and endless opportunities. 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.
Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., customer service and administrative support affecting brokers/insureds from initial submission through policy issuance, policy changes and renewals). Provides support within established performance standards and priorities that are responsive to underwriting, retention and service, profitability and growth goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.
Participates with Account Executives/Underwriters in the new business and in force activities that support underwriting decisions that are consistent with business unit growth and retention goals
Partners with Account Executives/Underwriters to establish support needs for new and in force policies (i.e., identify/gather relevant account information to quote and/or bind the policy etc.)
exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.)
Manages account documentation (i.e., proposals, agreement letters, reinsurance certificates, collateral agreements, policy change, endorsements, cancellations, broker record changes, letters of experience etc.)
Ensures accurate and timely servicing and billing of accounts
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., Provides administrative support and other related services as needed (e.g., input account information into system)
Participates in projects/assignments as needed
Intermediate time management skills and ability to prioritize daily assignments
Advanced verbal and written communication skills required to manage customer service requests, provide information to Insurance professionals and to respond to oral and written instructions
Intermediate computer skills and ability to learn new applications in a department with the most the most advanced and continually improving computer platforms and emerging technology and tools
Intermediate Microsoft Office (Excel, Word and PowerPoint) skills
Advanced data entry skills
Takes ownership and responsibility for actions and outcomes, performance and results
Identifies current or future problems or opportunities, analyzes, synthesize and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision-making
Change Management/Resilience: Remains energized and focused in the face of ambiguity, change or strenuous demands
Customer Focus: Provides service excellence to internal or external clients
and views those differences as assets to be leveraged to accomplish business goals and objectives
Relationship Management: Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results
1 year of office related or customer service experience
Basic software skills (Windows, MS Office)
Bilingual in French and English : The role requires proficiency in English to effectively communicate and collaborate with English-only speaking colleagues, as Travelers is an American-owned company.
Employees and their eligible family members – including spouses, partners, and children – are eligible for coverage from the first day of employment.
Retirement: You will also receive twelve paid company Holidays.
In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. We are committed to providing accommodation to persons with disabilities.
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