Account Manager, Surety

2 days ago

Montréal QC, Canada The Travelers Companies, Inc. Full time
Who Are We?

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.

Target Openings

1

What Is the Opportunity?

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.

What Will You Do?

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.)
Participates in pre-renewal meetings to define assignments
May prepare 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 certificates, collateral agreements, policy change, endorsements, cancellations, broker record changes, letters of experience 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
Perform other duties as assigned.

What Will Our Ideal Candidate Have?

College Diploma
1 year of insurance industry experience
Intermediate time management skills and ability to prioritize daily assignments
Must be highly organized with ability to handle multiple tasks simultaneously to meet deadlines
Advanced attention to detail
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
Accountability: Takes ownership and responsibility for actions and outcomes, performance and results
Analytical Thinking: 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
Communication: Demonstrates effective verbal, written, and listening communication skills
Customer Focus: Provides service excellence to internal or external clients
Judgment/Decision Making: Exercises sound judgment, makes decisions and commits to a position
Leveraging Differences: Works with and includes people from different backgrounds, experiences, cultures, races, etc. 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
Teamwork: Works together in situations when actions are interdependent and a team is mutually responsible to produce a result

What is a Must Have?

High School Diploma
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.

What Is in It for You?

Health Insurance: Employees and their eligible family members – including spouses, partners, and children – are eligible for coverage from the first day of employment.
Retirement: Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan (“DPSP”). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.
Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off (“PTO”) annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve paid company Holidays.
Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. 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. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

Equal Employment Opportunity Statement

Travelers is an equal opportunity employer. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

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