Associate Operations Account Specialist managing multi - state, multi - line accounts at Travelers. Collaborating with underwriting and business partners to secure and retain clients.
About the role
- Underwriting Associate in Zurich's Excellence Program, focusing on commercial insurance. Gain hands-on training and mentorship in a supportive hybrid work environment.
Responsibilities
- Review, evaluate and summarize risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination.
- Follow instructions from Underwriters in areas of policy rating, subjective pricing, policy construction, coverages & exclusions to accurately quote and issue policies (bonds).
- Provide account servicing support in collaboration with Underwriter and Manager, with responsibility for end-to-end servicing processes for new business, renewals, and endorsements for basic to moderately complex business and products.
- Support Underwriter with broker/agent/distributor/customer interactions by providing basic customer service skills.
- Respond to written, verbal, and telephone inquiries appropriately and on time under close supervision by Underwriter and/or Manager.
- Perform other duties as assigned.
Requirements
- Bachelor's degree or College diploma and no prior experience in Administration, Customer Service, Financial Services, Risk Management or Insurance area
- High School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management or Insurance area
- Knowledge of data collection and analysis
- Microsoft Office experience
- Aspiration to attain the Chartered Insurance Professional designation (preferred)
- Strong analytical thinking and a curious mindset
- Excellent communication and interpersonal skills
- Eagerness to learn and grow in a structured training environment
- Team-oriented attitude with a passion for delivering great service
Benefits
- Health insurance
- Competitive total compensation package
- Four weeks of vacation per year
- Four personal days per year
- Access to training and development opportunities
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Associate Operations Account Specialist managing multi - state accounts at Travelers. Collaborating with underwriting and business partners to secure and retain optimal business.
Associate Operations Account Specialist managing multi - state accounts at Travelers. Collaborating with underwriting and business partners to secure and retain business.
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