Underwriting Assistant/Associate Account Manager 12 Month Contract
The Travelers Indemnity Company
Oakville, ON, CA
13h ago

Contract Position :

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.

Marketing Description

Underwriting Assistant Account Manager Contract

The Travelers Field Operations division is seeking highly motivated individuals to join our Business Insurance Underwriting Support team in an Underwriting Assistant role.

This is an opportunity to join one of our dedicated collaborative teams of Underwriting Assistants. This entry level role provides the opportunity for you to build a rewarding and successful career at Travelers.

Utilizing Travelers’ extensive amount of resources and tools and new technologies, you will have the opportunity to make an impact and will :

  • Develop underwriting support skills, product knowledge, and understanding of business unit strategy.
  • Support the management of a high quality, diverse, and complex customer base across multiple product lines.
  • Partner with high performing Underwriters and leadership to support business unit underwriting strategy.
  • Build successful relationships with Insurance brokers to help achieve business goals.
  • Develop personally and professionally through training, mentorship, active management support, and a wide variety of career development resources.
  • Experience Travelers’ unique collaborative and innovative culture and enjoy the balance of work and life through our flexible work arrangements and comprehensive benefits programs.

    Please visit our website to discover why it’s better under the umbrella.

    Primary Job Duties & Responsibilities

  • 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.
  • High School Diploma

    1 year of office related or customer service experience

    Basic software skills (Windows, MS Office)

    Education, Work Experience & Knowledge

  • 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.
  • Job Specific & Technical Skills & Competencies

    Technical Skills

  • 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.
  • Competencies

    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.

    College Diploma

    1 year of insurance industry experience..

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