Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
About the role
- Dynamic professional driving strategy and profitability in travel insurance at Crum & Forster. Lead product development and mentor team members in a fast-paced environment.
Responsibilities
- Expand and advance C&F’s market presence as a leading travel insurance organization
- Build, manage, and maintain a profitable book of travel insurance business
- Develop and execute strategic plans in partnership with senior leadership
- Provide technical expertise and market intelligence to internal teams
- Foster and grow relationships with partners, agents, and producers
- Generate new business and retain renewals, leveraging deep market awareness
- Administer and monitor underwriting rules, guidelines, and compliance
- Represent C&F at industry events, public meetings, and client functions
- Lead product development and refinement, including pricing and rating methodologies
- Mentor and develop underwriters and team members, driving performance excellence
- Guide team members in their career progression and personal growth
- Promote a culture of innovation, collaboration, and continuous improvement
- Participate in P&L management and process efficiency initiatives
- Partner with internal stakeholders to ensure alignment and resource optimization
- Conduct underwriting due diligence, onboarding, and audits
- Drive training, initiatives, and special projects
- Other duties as assigned
Requirements
- Extensive experience in the travel insurance industry, with strong underwriting acumen
- Strategic planning, forecasting, and analytical skills
- Proven ability to lead a travel program
- Excellent communication, presentation, and relationship-building skills
- In-depth product and market knowledge, including exposure analysis, forms, coverage, and rating principles
- Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
- Industry designations and reinsurance experience preferred
- Bachelor’s degree and significant relevant experience (8+ years)
- Ability to thrive in a fast-paced, dynamic environment
- Willingness to travel as needed (15-20%)
Benefits
- Competitive compensation package
- Generous 401K employer match
- Employee Stock Purchase plan with employer matching
- Generous Paid Time Off
- Excellent benefits that go beyond health, dental & vision.
- Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
- A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
- A dynamic, ambitious, fun and exciting work environment
- We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community
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