Account Manager/Underwriting Assistant Commercial Accounts Job
Travelers - Phoenix, AZ

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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.

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.

Job Category : Policy Services

Travelers - 2 years ago - save job - block
About this company
40 reviews
Carlson Wagonlit Travel (CWT) is a global leader specializing in business travel management. CWT is dedicated to helping companies of all...