Account Manager - Underwriting Assistant - Large Commercial Accounts
Posted on: March 28, 2020
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
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,
Managing General Agents (MGAs), 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 to quote and/or bind
the policy; create exhibits, etc.). Prepares documents and
participate in pre-renewal meetings. 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, MGAs, and internal departments. (i.e., researches
and resolves issues, responds to inquiries and questions). Quotes
accounts by reviewing exposures and experience rating, updating
account information, rates and adjusts the price, as requested. May
complete renewals based on formal guidelines, commonly referred to
as Letter of Authority. Provides information for regulatory
compliance (i.e., statutory filings, proof of insurance,
certificates). Participates in projects/assignments as
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. Two or more years insurance experience
related to rate, quote, and issuance of P&C Insurance is
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 situation--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.
Operates standard office equipment (66%-100%) Sitting (can stand at
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
Keywords: Travelers, Alpharetta , Account Manager - Underwriting Assistant - Large Commercial Accounts, Executive , Alpharetta, Georgia
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