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Account Manager/Sr. Account Manager Job

Company Name:
Travelers Insurance
Account Manager/Sr. Account Manager Job
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Travelers
Date:Jun 20, 2014
Location:Morristown, NJ, USA
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:
This individual is recognized as a expert in all phases of the following areas:
BU Specific Product lines and coverages
Knowledge of underwriting support processes/procedures/workflow
Awareness of local Business Unit Strategy and Marketing goals.
Travelers applications/systems
Rating/pricing methodologies and tools
PRIMARY DUTIES AND RESPONSIBILITIES:
Manages relationships with Account Executives, agents, MGAs, as well as peers and business partners.
Has specific goal of number of agency visits
Actively participates in meetings
Negotiates and resolves conflicting priorities
May have responsibility as resource for other less experienced AMs.
Acts as key point person for AE when AE is out of office and is recognized by agents as resource.
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.).
Provides a higher level of preparation (i.e., review of forms, outstanding risk control recommendations , red flags for pre-renewal agent/insured notification, changes in coverages due to endorsement activity during year, etc.)
May participate and prepare AE for pre-renewal (CURE) meetings.
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, pricing doc, policy change, endorsements, cancellations, etc.).
Ensures accurate and timely servicing and billing of accounts.
Communicates with brokers/agencies, MGAs, and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions).
Quotes accounts by reviewing exposures and experience rating, updating account information, rates and adjusts the price. Anticipates rate issues AE may have.
May complete renewals based on formal guidelines, commonly referred to as Letter of Authority
Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates).
Volunteers and participates in projects/assignments as representative for Operations
No supervisory responsibilities
WORK EXPERIENCE:
Experience with Property Casualty multi-line rating and underwriting
Seasoned insurance experience in rate, quote, issue tasks and exposure/experience with underwriting
COMMUNICATION SKILLS:
Speaks clearly and expresses self well in groups and one on one conversations
Uses examples to make point.
Engages others. Able to explain reasons for decisions or actions in depth.
Adjusts to audience.
OTHER:
Technical Knowledge:
Technical skill level high.
Acts as resource for others.
Customer Service:
Takes responsibility.
Promptly acts to make things better.
Responds with sense of urgency.
Ability to communicate in person with agents and internal customers (i.e., Claim, Risk Control, Accounting, etc.).
Driving For Results:
Works to meet Manager-s standards.
Sets high standards for self.
Improves performance of self and team.
Suggests improvements to systems and workflows.
Analytical Thinking:
Recognizes several likely causes of events or consequences of actions.
Others seek as resource for collaboration.
Critical thinker with deeper level of analysis
Initiative:
Decisive in a crisis.
Acts 4 months ahead to identify or eliminate potential issues in renewal account workflow.
Self starter.
Actively attempts to influence events to achieve goals.
Seeks to help others.
Focused on greater good of the company
Teamwork & Cooperation:
Expresses positive reinforcement, camaraderie among team.
Genuinely values others- input.
Willing to learn from others.
Helps others to achieve goals
Flexibility:
Applies guidelines appropriately.
Able to adapt in a variety of situations.
Adapts approach best for situation.
Adapts rapidly to change. Is change agent.
Motivation/Commitment:
Positive Attitude.
Business professionalism
Seeks development opportunities to fulfill development plan.
Takes complete responsibility/ownership for role responsibilities.
Encourages and coaches others.
Organizational Skills:
Acts independently.
Adjusts to changes rapidly.
Copes effectively with changes.
Recognizes peak volume periods and plans ahead.
Considers outcomes as second nature.
Assists others to meet common goals.
Drives change
Travelers is an equal opportunity employer. We actively promote a drug-free workplace.
Job Category: Project / Ops Management
Job ID:813635
Nearest Major Market:New Jersey
Job Segments:Account Manager, Underwriter, Law, Marketing Manager, Manager, Sales, Insurance, Legal, Marketing, Management
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Email

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