http://careers.travelers.com/go/California-Marketing-Jobs/13870/ View California Marketing Jobs at Travelers Wed, 10 Feb 2010 00:02:48 GMT en-us /view/client/travelers/images/home_logo.gif http://careers.travelers.com/go/California-Marketing-Jobs/13870/ 720
Job Title:

Sr. Marketing Executive - Discover Re Western Region

Job ID:

790943

Location: CA-San Francisco

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



Position Summary:

This is a highly visible role representing Discover Re in the Western Region. The individual will partner with the regional office to ensure effective marketing, planning and execution resulting in the retention, growth and profitability of the Discover Re book of business. Position becomes available immediately.



Responsibilities Include:

Identify, develop, sell and service complex casualty insurance transactions. Develop new business opportunities; manage an existing renewal book of unbundled national account business. Establish and build strong relationships with brokers, insureds and facultative reinsurers. Work collaboratively and foster teamwork among peers and others, including Underwriting, Claims, Risk Control, Actuarial, Credit and Finance, Operations and Premium Audit. Extensive travel throughout the Western Region.



Qualifications and Experience required:

Bachelors Degree or better with 7+ years of work experience within the property/casualty insurance industry; Exceptional communicator; Solid analytic, problem solving and organizational skills;



A solid foundation in underwriting national accounts business is viewed very favorably



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/SAN-FRANCISCO-Sr_-Marketing-Executive-Discover-Re-Western-Region-Job-CA-94101/610755/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/SAN-FRANCISCO-Sr_-Marketing-Executive-Discover-Re-Western-Region-Job-CA-94101/610755/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Manager (Technology Middle Market)

Job ID:

791883

Location: CA-San Francisco

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Reports to Operations Manager/Director for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.



PRIMARY DUTIES:

Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.



Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).



Participates in pre-renewal meetings to define assignments.



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, 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.



WORK EXPERIENCE:

Analytical skills

Experience with Property Casualty multi-line rating and underwriting

Demonstrated skills in the use of computer rating systems and various software applications



OTHER:

MAJOR COMPETENCIES:

Analytical Thinking

Initiative/Motivation/Commitment

Driving for Results

Teamwork and Collaboration

Communication both verbal and written

Flexibility

Organizational Skills

Customer Service Skills

Technical Knowledge/Expertise



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/SAN-FRANCISCO-Account-Manager-(Technology-Middle-Market)-Job-CA-94101/673569/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/SAN-FRANCISCO-Account-Manager-(Technology-Middle-Market)-Job-CA-94101/673569/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Manager

Job ID:

792315

Location: CA-Walnut Creek

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Reports to Operations Manager/Director for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.



PRIMARY DUTIES:

Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.



Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).



Participates in pre-renewal meetings to define assignments.



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, 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.



WORK EXPERIENCE:

Analytical skills

Experience with Property Casualty multi-line rating and underwriting

Demonstrated skills in the use of computer rating systems and various software applications



OTHER:

MAJOR COMPETENCIES:

Analytical Thinking

Initiative/Motivation/Commitment

Driving for Results

Teamwork and Collaboration

Communication both verbal and written

Flexibility

Organizational Skills

Customer Service Skills

Technical Knowledge/Expertise



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/WALNUT-CREEK-Account-Manager-Job-CA-94595/708011/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/WALNUT-CREEK-Account-Manager-Job-CA-94595/708011/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Inside Sales Executive, Select

Job ID:

792097

Location: CA-Diamond Bar

Available Openings:

4



Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Responsible for achieving the financial plan through managing assigned distribution. Responsible for the execution of industry leading sales strategies; initiating and developing highly effective sales relationships with customers, distribution resources, and fellow employees. Creates tactical sales plans that provide for the profitable growth of respective segments consistently delivering on Select Accounts flow and revenue goals.



Position requires state of the art consultative and transactional sales skills, superior knowledge of Select Accounts products and services, broad-spectrum knowledge of corporate enterprise wide capabilities, and exceptional influence management skills. Delivers sales success within our framework of corporate values. Assigned to those agents with smaller, Express oriented books of business, or those agents geographically difficult to handle. All sales calls are telephonic, virtual sales calls.



PRIMARY DUTIES:

Identify and develop a flow of new customers that fit our profile and exceed our production goal Understand specific industry characteristics of each segment including key needs and buying patterns and use effectively in positioning our products, platform, and services

Develop annual agency flow and production goals

Work with designated distribution resources to develop sales plans for targeted segments

Own responsibility for managing assigned distribution

Establish strong producer relationships through high frequency of telephonic customer contact, clear knowledge of company strategy and joint sales planning

Help facilitate working relationships between distribution resources and AE-s

Own the execution of the Select Business Development Process and Best Practices

Maintain superior knowledge of competitor products and capabilities along with local market trends

Effectively articulate and position the Select Value Proposition

Demonstrate the ability to build partnerships with other business groups to identify and initiate multiple product solutions at the account level

Work collaboratively with other business units in the territory and prepare a comprehensive marketing plan designed to increase market share

Work collaboratively with other business units to remove roadblocks and administrative obstacles to ensure agents and brokers see Travelers as -easy to do business with-



EDUCATION/COURSE OF STUDY:

4 year college degree or related business experience



WORK EXPERIENCE:

2+ years insurance marketing or sales responsibility



COMMUNICATION SKILLS:

Exceptional verbal and written skills; listening skills and virtual presentation skills



COMPUTER SKILLS:

Effectively utilizes available office technology and internet applications (Work Queue;MS Suite; SE Toolbox, Lync, etc.)



OTHER:

Select/Enterprise Knowledge demonstrates and applies knowledge of appetite; product; platform and Agency Compensation as well as Enterprise support services (Service Center, Claims, Billing, etc.)

Sales/ Sales Management develops short and long term action plans based on analysis of relevant data; demonstrates exceptionally strong Professional Selling Skills; knows when and how to apply consultative and transactional sales skills;

Collaboration and Relationship Management & Resiliancy ability to build and sustain long term productive internal and external relationships; ability to effectively deal with pressure, work related issues in professional and positive manner.

Influence the Sale ability to effectively influence internally and externally;ability to convince agents to represent and promote Travelers products and services.

Agency Management thoroughly understands agency business and behaviors; develops flow required to achieve annual goals; advising and consulting to agency constituents to develop mutually beneficial outcomes.

Adapting to Change Adapting to changing situations, restructuring tasks and priorities as changes occur within business unit.

Decision Making Uses resources, and data to make fact based decisions in a timely and efficient manner.

Financial & Business acumen demonstrates market knowledge; territory awareness (including headroom opportunities and competitor strengths & weaknesses)

Integrity Upholding a high standard of ethics and professionalism in all actions.



ESTIMATED HIRING DATE: JANUARY 2, 2010



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/DIAMOND-BAR-Inside-Sales-Executive,-Select-Job-CA-91765/687464/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/DIAMOND-BAR-Inside-Sales-Executive,-Select-Job-CA-91765/687464/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Manager

Job ID:

792563

Location: CA-Glendale

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Reports to Operations Manager/Director for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.



PRIMARY DUTIES:

Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.



Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).



Participates in pre-renewal meetings to define assignments.



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, 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.



WORK EXPERIENCE:

Analytical skills

Experience with Property Casualty multi-line rating and underwriting

Demonstrated skills in the use of computer rating systems and various software applications



OTHER:

MAJOR COMPETENCIES:

Analytical Thinking

Initiative/Motivation/Commitment

Driving for Results

Teamwork and Collaboration

Communication both verbal and written

Flexibility

Organizational Skills

Customer Service Skills

Technical Knowledge/Expertise



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/GLENDALE-Account-Manager-Job-CA-91201/721171/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/GLENDALE-Account-Manager-Job-CA-91201/721171/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Manager - Select Accounts

Job ID:

792530

Location: CA-Diamond Bar

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Reports to Operations Manager for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.



PRIMARY DUTIES:

Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.



Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).



Participates in pre-renewal meetings to define assignments.



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, 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.



WORK EXPERIENCE:

Analytical skills

Experience with Property Casualty multi-line rating and underwriting

Demonstrated skills in the use of computer rating systems and various software applications



OTHER:

MAJOR COMPETENCIES:

Analytical Thinking

Initiative/Motivation/Commitment

Driving for Results

Teamwork and Collaboration

Communication both verbal and written

Flexibility

Organizational Skills

Customer Service Skills

Technical Knowledge/Expertise



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/DIAMOND-BAR-Account-Manager-Select-Accounts-Job-CA-91765/718774/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/DIAMOND-BAR-Account-Manager-Select-Accounts-Job-CA-91765/718774/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Executive for Construction Services

Job ID:

792508

Location: CA-San Diego

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Produce and underwrite new and renewal business from assigned agents/brokers in a market segment. Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, premium collection, and expense management) through execution of market segment strategies.

Interact and collaborate with a team of market segment colleagues and other critical internal/external business associates.

Position involves both outside and inside sales and includes direct responsibility for agency development and management within a book of business.



PRIMARY DUTIES:

RESPONSIBILITIES UNDERWRITING

Underwrite and assess risk for Bond products and accounts in a market segment. Make appropriate decisions within own underwriting authority and make appropriate recommendations to Underwriter 2.

Underwrite more complex accounts and risks and consider different approaches toward risks to maximize profitability (e.g., pricing, retention, endorsements, limits, indemnity, security).

Within authority limit, make quick sound decisions and negotiate terms and conditions consistent with Bond market segment requirements and standards and within submission timeframe.

Understand and execute segment strategies to produce budgeted results.

Continuously manage book of business (maintain quality of business required by market segment strategy).

Accountable for accurate underwriting documentation/ information in account management systems and adherence to documentation standards.

Understand, embrace, execute, and foster Bond Guiding Principles/Best Practices

May act as a Hub or industry resident expert.



RESPONSIBILITIES SALES MANAGEMENT

Develop and leverage productive agency/client relationships through a high level of visibility with agents, brokers and clients and a disciplined sales management approach (i.e., planning and follow-up for agent/broker and prospective end customer visits/meetings) in support of business objectives. Effectively develop and execute sales plans. Sales activity should include some of the larger and more important agents/clients.

Act as business partner with assigned agents and clients including interaction and negotiation as appropriate.

Maintain a collaborative relationship with Home Office colleagues.

Identify and capture new business opportunities and effectively cross sell Bond market segment, and Travelers products/businesses (e.g., National, CAG, Select).

Actively participate in Hub market segment and regularly scheduled sales meetings.

Demonstrate superior customer service standards (consistency, quick response, knowledge of products).

Convince / persuade others to help achieve underwriting, sales and production goals and understand and work towards strategic objectives.

Customer interaction focuses on meeting customer expectations re response time and knowledge of products and business.

Demonstrate operational excellence by complying with Best Practices, and managing desk to meet customer expectations.

Work strategically and tactically with brokers and agents to ensure appropriate level of understanding of company goals and objectives.

Represent the organization to internal and external customers.

Conduct self in a professional manner both internally and externally.



COMMUNICATION SKILLS:

Strong communication (written and verbal), influencing, negotiating, listening, and interpersonal skills to effectively develop/maintain productive internal and external relationships.

Effectively communicates and collaborates with colleagues on team, Hub, and Home Office.

Ability to communicate difficult decisions.

Adept at framing issues and solutions for agents, brokers, customers, and Underwriter 2.

Ability to communicate with confidence and influence outcome of interactions.



OTHER:

COMPETENCIES TEAM/INTERPERSONAL /DEVELOPMENT

Work well independently as well as in a team environment.

Communicate and collaborate with colleagues on team, Hub, and Home Office (including collaborative table).

Participates in industry functions to increase visibility in the marketplace, network with key players in the industry, and increase knowledge of the industry (PLUS, AGC, Surety Assn., Banker Assns).

Promote the growth and development of less experienced staff members and foster an energized environment.

Participate on projects having an impact on the business.

Assist in development of Trainees, Account Underwriters, and less experience Account Executives. May conduct formal training on key functions of the position.

Keep Account Underwriter, and Hub Management apprised regarding business developments/ marketplace trends.

Act as a technical resource to newer or less experienced employees and customer internal and external.



COMPETENCIES DECISION MAKING

Ability to make quick, sound decisions and recommendations with appropriate decision basis and negotiate terms and conditions.

Ability to think strategically and to understand a situation (accounts, competitive environment, product changes) and develop a strategy to achieve the desired outcome.



COMPETENCIES SELF MANAGEMENT

Possesses a strong work ethic.

Ability to overcome obstacles.

Work well independently as well as in a team environment.

Detail oriented.

Ability to manage workload without assistance.

Consistently meets customer expectations.

Highly motivated to meet requirements of position.



COMPETENCIES CUSTOMER SERVICE

Demonstrates strong customer service skills.

Demonstrates productive agency/client relationships in support of business objectives.

Develop high level of visibility w/ key agencies, brokers and clients.



COMPETENCIES LEADERSHIP

Demonstrated leadership characteristics and traits:

Agency management

Cross selling initiatives

Professional image

Respect and trust of agents and colleagues

Well organized

Meet deadlines

Consistently demonstrates integrity, and initiative

Takes accountability for development

Sense of urgency

Takes ownership and responsibility for decisions and outcomes

Share success with the team

Self motivated

Considered go to person

Strong production results

Willingness to accept and achieve stretch goals

Ability to train and mentor less experienced employees, due to AE interest in developing people.



DEVELOPMENT/TRAINING OPPORTUNITIES

Demonstrate a broad perspective and interest of the market segment, Hub, Bond, and Travelers.

Demonstrate an understanding of the dynamics of the organization.

Continue to expand/refine knowledge of underwriting new and more complex products and increase underwriting authority.

Continue to expand/refine sales and marketing skills based on experiences.

Expand perspective of market segment and Bond.

Develop leadership skills (re: training and mentoring less experienced colleagues).

Taking AFSB/RPLU/CPCU classes (optional).



READINESS FOR NEXT POSITION

(To Managing Account Executive)

Perceived as a leader by colleagues. Leads by example.

Demonstrated ability to effectively lead a team.

Demonstrated interest and ability to develop people by training and coaching less experienced colleagues.

Demonstrated interest and ability to attract highly skilled people.

Continued interest and willingness to take a broader perspective on the business and company.

Demonstrated solid communication and collaboration skills and ability to effectively communicate in a way that gains acceptance by colleagues at all levels of the organization.

Considered go to person by colleagues and customers.

Meets leadership requirement for current position.



(To Account Executive, Officer)

Demonstrated mastery of the most complex products, agents/brokers, and underwriting.

Consistently achieves superior financial results.

Perceived as a leader by colleagues.

Demonstrate ability to handle higher level of underwriting authority.

Demonstrated strong sales management skills and high outside visibility.

Meets leadership requirements for current position.



COMPETENCIES TECHNICAL SKILLS

Proficient in all segment products.

Qualify for and utilize higher level of field underwriting authority based on underwriting expertise.

Advanced analytical skills.

Advanced financial analysis skills.

Ability to use all Bond technology tools proficiently.

Demonstrates strong sales management skills.

Ability to effectively grow production and earnings from assigned agents.

Consistently demonstrate disciplined sales management approach (planning and follow-up) for agent/broker and prospective end customer visits/meetings.



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/SAN-DIEGO-Account-Executive-for-Construction-Services-Job-CA-92101/717957/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/SAN-DIEGO-Account-Executive-for-Construction-Services-Job-CA-92101/717957/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Manager Middle Market

Job ID:

792057

Location: CA-San Francisco

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Reports to Operations Manager/Director for assigned business segment. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.



PRIMARY DUTIES:

Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.



Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).



Participates in pre-renewal meetings to define assignments.



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, 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.



WORK EXPERIENCE:

Analytical skills

Experience with Property Casualty multi-line rating and underwriting

Demonstrated skills in the use of computer rating systems and various software applications



OTHER:

MAJOR COMPETENCIES:

Analytical Thinking

Initiative/Motivation/Commitment

Driving for Results

Teamwork and Collaboration

Communication both verbal and written

Flexibility

Organizational Skills

Customer Service Skills

Technical Knowledge/Expertise



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/SAN-FRANCISCO-Account-Manager-Middle-Market-Job-CA-94101/684401/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/SAN-FRANCISCO-Account-Manager-Middle-Market-Job-CA-94101/684401/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Account Executive for Construction Services

Job ID:

792481

Location: CA-Diamond Bar

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Produce and underwrite new and renewal business from assigned agents/brokers in a market segment. Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, premium collection, and expense management) through execution of market segment strategies.

Interact and collaborate with a team of market segment colleagues and other critical internal/external business associates.

Position involves both outside and inside sales and includes direct responsibility for agency development and management within a book of business.



PRIMARY DUTIES:

RESPONSIBILITIES UNDERWRITING

Underwrite and assess risk for Bond products and accounts in a market segment. Make appropriate decisions within own underwriting authority and make appropriate recommendations to Underwriter 2.

Underwrite more complex accounts and risks and consider different approaches toward risks to maximize profitability (e.g., pricing, retention, endorsements, limits, indemnity, security).

Within authority limit, make quick sound decisions and negotiate terms and conditions consistent with Bond market segment requirements and standards and within submission timeframe.

Understand and execute segment strategies to produce budgeted results.

Continuously manage book of business (maintain quality of business required by market segment strategy).

Accountable for accurate underwriting documentation/ information in account management systems and adherence to documentation standards.

Understand, embrace, execute, and foster Bond Guiding Principles/Best Practices

May act as a Hub or industry resident expert.



RESPONSIBILITIES SALES MANAGEMENT

Develop and leverage productive agency/client relationships through a high level of visibility with agents, brokers and clients and a disciplined sales management approach (i.e., planning and follow-up for agent/broker and prospective end customer visits/meetings) in support of business objectives. Effectively develop and execute sales plans. Sales activity should include some of the larger and more important agents/clients.

Act as business partner with assigned agents and clients including interaction and negotiation as appropriate.

Maintain a collaborative relationship with Home Office colleagues.

Identify and capture new business opportunities and effectively cross sell Bond market segment, and Travelers products/businesses (e.g., National, CAG, Select).

Actively participate in Hub market segment and regularly scheduled sales meetings.

Demonstrate superior customer service standards (consistency, quick response, knowledge of products).

Convince / persuade others to help achieve underwriting, sales and production goals and understand and work towards strategic objectives.

Customer interaction focuses on meeting customer expectations re response time and knowledge of products and business.

Demonstrate operational excellence by complying with Best Practices, and managing desk to meet customer expectations.

Work strategically and tactically with brokers and agents to ensure appropriate level of understanding of company goals and objectives.

Represent the organization to internal and external customers.

Conduct self in a professional manner both internally and externally.



COMMUNICATION SKILLS:

Strong communication (written and verbal), influencing, negotiating, listening, and interpersonal skills to effectively develop/maintain productive internal and external relationships.

Effectively communicates and collaborates with colleagues on team, Hub, and Home Office.

Ability to communicate difficult decisions.

Adept at framing issues and solutions for agents, brokers, customers, and Underwriter 2.

Ability to communicate with confidence and influence outcome of interactions.



OTHER:

COMPETENCIES TEAM/INTERPERSONAL /DEVELOPMENT

Work well independently as well as in a team environment.

Communicate and collaborate with colleagues on team, Hub, and Home Office (including collaborative table).

Participates in industry functions to increase visibility in the marketplace, network with key players in the industry, and increase knowledge of the industry (PLUS, AGC, Surety Assn., Banker Assns).

Promote the growth and development of less experienced staff members and foster an energized environment.

Participate on projects having an impact on the business.

Assist in development of Trainees, Account Underwriters, and less experience Account Executives. May conduct formal training on key functions of the position.

Keep Account Underwriter, and Hub Management apprised regarding business developments/ marketplace trends.

Act as a technical resource to newer or less experienced employees and customer internal and external.



COMPETENCIES DECISION MAKING

Ability to make quick, sound decisions and recommendations with appropriate decision basis and negotiate terms and conditions.

Ability to think strategically and to understand a situation (accounts, competitive environment, product changes) and develop a strategy to achieve the desired outcome.



COMPETENCIES SELF MANAGEMENT

Possesses a strong work ethic.

Ability to overcome obstacles.

Work well independently as well as in a team environment.

Detail oriented.

Ability to manage workload without assistance.

Consistently meets customer expectations.

Highly motivated to meet requirements of position.



COMPETENCIES CUSTOMER SERVICE

Demonstrates strong customer service skills.

Demonstrates productive agency/client relationships in support of business objectives.

Develop high level of visibility w/ key agencies, brokers and clients.



COMPETENCIES LEADERSHIP

Demonstrated leadership characteristics and traits:

Agency management

Cross selling initiatives

Professional image

Respect and trust of agents and colleagues

Well organized

Meet deadlines

Consistently demonstrates integrity, and initiative

Takes accountability for development

Sense of urgency

Takes ownership and responsibility for decisions and outcomes

Share success with the team

Self motivated

Considered go to person

Strong production results

Willingness to accept and achieve stretch goals

Ability to train and mentor less experienced employees, due to AE interest in developing people.



DEVELOPMENT/TRAINING OPPORTUNITIES

Demonstrate a broad perspective and interest of the market segment, Hub, Bond, and Travelers.

Demonstrate an understanding of the dynamics of the organization.

Continue to expand/refine knowledge of underwriting new and more complex products and increase underwriting authority.

Continue to expand/refine sales and marketing skills based on experiences.

Expand perspective of market segment and Bond.

Develop leadership skills (re: training and mentoring less experienced colleagues).

Taking AFSB/RPLU/CPCU classes (optional).



READINESS FOR NEXT POSITION

(To Managing Account Executive)

Perceived as a leader by colleagues. Leads by example.

Demonstrated ability to effectively lead a team.

Demonstrated interest and ability to develop people by training and coaching less experienced colleagues.

Demonstrated interest and ability to attract highly skilled people.

Continued interest and willingness to take a broader perspective on the business and company.

Demonstrated solid communication and collaboration skills and ability to effectively communicate in a way that gains acceptance by colleagues at all levels of the organization.

Considered go to person by colleagues and customers.

Meets leadership requirement for current position.



(To Account Executive, Officer)

Demonstrated mastery of the most complex products, agents/brokers, and underwriting.

Consistently achieves superior financial results.

Perceived as a leader by colleagues.

Demonstrate ability to handle higher level of underwriting authority.

Demonstrated strong sales management skills and high outside visibility.

Meets leadership requirements for current position.



COMPETENCIES TECHNICAL SKILLS

Proficient in all segment products.

Qualify for and utilize higher level of field underwriting authority based on underwriting expertise.

Advanced analytical skills.

Advanced financial analysis skills.

Ability to use all Bond technology tools proficiently.

Demonstrates strong sales management skills.

Ability to effectively grow production and earnings from assigned agents.

Consistently demonstrate disciplined sales management approach (planning and follow-up) for agent/broker and prospective end customer visits/meetings.



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/DIAMOND-BAR-Account-Executive-for-Construction-Services-Job-CA-91765/716334/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/DIAMOND-BAR-Account-Executive-for-Construction-Services-Job-CA-91765/716334/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS
Job Title:

Sales Executive - Technology

Job ID:

792032

Location: CA-San Francisco

Available Openings:

Committed. Competitive. Constructing our Future.



That's Travelers. We are one of the leading insurance companies in the United States. 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.



SUMMARY:

Develop and enhance relationships within the independent agency system to create opportunities for customized products for Technology Specialty Commercial business. Solicit, negotiate and sell all aspects of technology business within a defined territory. Coordinate services (claim, loss control and etc.) and distribution strategies to enhance Technology's local presence and relationships with customers and agents/brokers.



PRIMARY DUTIES:

Execute the sales strategies for Technology throughout territory to meet the profitability and production objectives for the territory.



Sell industry segment underwriting and service capabilities to agents and brokers.



Identify and develop opportunities to achieve profitable growth through new business production and retention of renewal business throughout the territory.



Identify and develop long-term relationships with the independent agencies within the territory to enhance the sales efforts.



Provide ongoing customer service delivery and problem resolution to agents/brokers who write technology business within the territory.



Develop, analyze and share competitive market place information to identify and create a competitive sales advantage for Technology.



Work with Technology Regional Underwriting Units to help identify and design product and service development needs for technology business.



OTHER:

Extensive knowledge of the property/casualty insurance industry, with specialized knowledge of technology business being an asset.



Demonstrated ability to develop and maintain effective working relationships with all parts of the Technology business segments.



Five to seven years of progressively responsible underwriting and/or marketing within the insurance industry with preferably some experience/knowledge handling technology business.



Demonstrated sales and customer service skills are required.



Strong communication skills, including highly developed presentation skills.



Must possess a strong ability to work effectively in a team environment.



Effective influencing skills, including an ability to develop and coordinate the appropriate resources and work groups.



College degree.



IIA course work (CPCU, ARM, etc.) desirable.



Requires extensive travel and demands the ability to handle multiple tasks and priorities.



Travelers is an equal opportunity employer. We actively promote a drug-free workplace.]]> http://careers.travelers.com/job/SAN-FRANCISCO-Sales-Executive-Technology-Job-CA-94101/682787/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://careers.travelers.com/job/SAN-FRANCISCO-Sales-Executive-Technology-Job-CA-94101/682787/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS