Account Manager
The Travelers Indemnity Company
Oakville, ON, CA
13d ago

Job Summary

The incumbent is 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).

They provide support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals.

The incumbent also assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.

Primary Job Duties & Responsibilities

  • 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.
  • Perform other duties as assigned.
  • Minimum Qualifications

    High School Diploma 1 year of work experience in insurance industry Basic software skills (Windows, MS Office)

    Education, Work Experience & Knowledge

    Experience with Property Casualty multi-line rating and underwriting preferred.

    Job Specific & Technical Skills & Competencies

    Analytical skills

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