Apprentice Client Advisor supporting a corporate team at a leading insurance broker. Completing qualifications and assisting with insurance placement strategies in a dynamic team environment.
About the role
- Lead development of insurance policy strategies and forms at Travelers. Manage compliance and stakeholder communication in insurance product offerings.
Responsibilities
- Develop product and coverage strategies and product development initiatives in conjunction with product teams ensuring alignment with financial objectives.
- Regularly create and conduct formal presentations for leadership.
- Create, develop, and revise policy or non-policy forms, coverages, rules, and contracts.
- Drafts contract and form wording.
- Create filing documentation and responses for Departments of Insurance.
- Validate and confirm form changes meet state regulation and statutes using compliance tools and other resources.
- Present and seek input from key stakeholders to gain agreement and approvals of forms.
- Conduct competitor coverage analysis and make recommendations for coverage and form strategies.
- Create side-by-side coverage comparisons for filing documentation and other purposes.
- Conduct impact analysis, share with other Product teams, executes changes and consult on development and use of forms in accordance with countrywide initiatives and/or comply with state laws and regulations.
- Adhere to policy and non-policy form workflow processes and controls, including team members.
- Make recommendations for policy and non-policy form workflow and process improvements.
- Perform form responsibilities with advanced understanding of the quote, issuance, and publishing systems to facilitate the development of policy and non-policy forms.
- Assist with system implementation of form changes including communication, documentation, and validation of form implementation.
- Develop communication, documentation, training, and marketing materials to communicate coverage and forms information to internal and external customers and conduct training presentations when needed.
- May direct others as part of a cross functional team or project team and may represent Travelers on industry committees.
- Perform other duties as assigned.
Requirements
- Five years of insurance forms/product development, claims, or legal experience.
- Advanced knowledge and understanding of insurance products, systems, contracts, forms, coverage, compliance, regulatory environment, and insurance financials.
- Excellent communication skills with the ability to consult on projects and present information effectively.
- Ability to manage multiple priorities simultaneously and follow through to ensure timely completion.
- Bachelor's Degree or equivalent combination of education and experience.
- Three years of relevant experience with understanding and knowledge of products, underwriting, coverage, rules, compliance/regulatory environment, and insurance financials.
Benefits
- Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
- Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
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