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About the Role

Responsible for providing Account Executives with information necessary to make sound underwriting decisions, including customer service and administrative support from submission through policy issuance, changes, and renewals. This role supports the Surety Operations team and ensures all support activities align with business unit goals for customer service, expense management, profitability, and growth.

Responsibilities

• Participates with Account Executives/Underwriters in new business and in force activities that support underwriting decisions consistent with business unit growth and retention goals.
• Partners with Account Executives/Underwriters to establish support needs for new and in force policies by identifying and gathering relevant account information for quoting and binding.
• Participates in pre-renewal meetings to define assignments.
• May prepare underwriting/pricing exhibits, including exposures, experience rating, profit and loss analysis, expense models, and updated account information.
• Manages account documentation such as proposals, agreement letters, reinsurance certificates, collateral agreements, policy changes, endorsements, cancellations, broker record changes, and letters of experience.
• Ensures accurate and timely servicing and billing of accounts.
• Communicates with brokers/agencies, insureds/customers, and internal departments by researching and resolving issues and responding to inquiries.
• Quotes accounts within authority limits by reviewing exposures and experience rating, updating account information, rates, and adjusting the price.
• Provides information for regulatory compliance, including statutory filings, proof of insurance, and certificates.
• Provides administrative support and other related services as needed, such as inputting account information into the system.
• Participates in projects and assignments as needed.
• Performs other duties as assigned.

Requirements

• College Diploma
• 1 year of insurance industry experience
• Intermediate time management skills and ability to prioritize daily assignments
• Highly organized with the 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 respond to oral and written instructions
• Intermediate computer skills and ability to learn new applications
• 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, synthesizes and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision-making
• Remains energized and focused in the face of ambiguity, change or strenuous demands
• Demonstrates effective verbal, written, and listening communication skills
• Provides service excellence to internal or external clients
• Exercises sound judgment, makes decisions and commits to a position
• 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
• Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results
• Works together in situations when actions are interdependent and a team is mutually responsible to produce a result
• High School Diploma
• 1 year of office related or customer service experience
• Basic software skills (Windows, MS Office)

Skills

• Time management
• Prioritization
• Organization
• Multitasking
• Attention to detail
• Verbal communication
• Written communication
• Customer service
• Computer skills
• Microsoft Office (Excel, Word, PowerPoint)
• Data entry
• Accountability
• Analytical Thinking
• Change Management/Resilience
• Communication
• Customer Focus
• Judgment/Decision Making
• Leveraging Differences
• Relationship Management
• Teamwork
• Software skills

Location

• United States

Work Type

• Contract
• Full-time

Experience Level

• 1 year

Education Level

• College Diploma
• High School Diploma

Salary/Compensations

• $25 - $35/ hour

Benefits

• Coverage from the first day of employment for employees and eligible family members (including spouses and domestic partners)
• Comprehensive benefit programs

About the Company

• Solid reputation, passionate people and endless opportunities.
• Superior financial strength and consistent record of strong operating returns mean security for our customers – and opportunities for our employees.
• Travelers is full of energy and a workplace in which you truly can make a difference.
• Travelers has more than 30,000 employees in the United States, Canada, the United Kingdom, and Ireland.
• Employees and their eligible family members – including spouses, domestic partners and children – are eligible for coverage from the first day of employment.
• Travelers has been recognized by organizations such as G.I. Jobs and Military Times.
• Employees are valuable assets to their hometowns, volunteering for important causes each year.

Equal Opportunity

• Travelers is an equal opportunity employer.
• We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
• 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.
• Travelers does not use artificial intelligence (AI) tools to assess, screen or select applicants.
• Travelers reserves the right to fill this position at a level above or below the level included in this position.