Underwriting Assistant, Small Business Solutions

R-29572

Who Are We?

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.

Target Openings

4

What Is the Opportunity?

The Quote Specialist is accountable for quoting and issuing Small Business policies within a high-volume environment. The incumbent must demonstrate a solid understanding of Commercial Property, Casualty, Small Business and Professional Lines lines insurance products, services, and processes. This role will be communicating directly with Brokers in order to complete a quote or transaction. Working in both a team environment and individually, the role is responsible for achieving defined service level agreements, achieving sales targets, and maintaining underlying underwriting quality.

What Will You Do?

• Provide account support as outlined in position specific requirements.
• Provide subject matter expertise for a variety of policy processing and underwriting opportunities.
• Identify / gather / interpret relevant account data: i.e. Risk Control inspections, Insurance to Value, Statement of Values (SOV), Claim History, Description of Operations.
• Identify/gather/manage relevant account information to quote and bind policies.
• Participate in projects / assignments as needed to support administrative tasks.
• Perform other duties as assigned.
• Accurately issue quotes and new policies for lines of business as outlined in job specific requirements.
• Acquire information for regulatory compliance: i.e., proof of insurance, certificates.
• Respond to inquiries and questions from Brokers and Internal Departments.
• Communicate directly with Brokers to obtain missing information, complete a transaction, or follow-up on quotes to drive increased hit ratios.
• Qualification and classification of Small Business submissions.

What Will Our Ideal Candidate Have?

• Good organizational skills.
• Ability to work in fast paced environment and ability to multi task.
• Business acumen.
• Sales experience is an asset
• Advanced keyboard/input/typing skills.
• Intermediate knowledge of Microsoft software, web-enabled applications and database software, Adobe Acrobat and Internet Explorer.
• Strong decision-making skills.
• Industry designation or working towards one.
• Self- Motivated, takes initiative and is flexible.
• Strong communication skills with ability to interact effectively with internal and external customers.
• University or College Diploma preferred.
• Basic underwriting skills.

What is a Must Have?

• High School diploma
• 3 years experience in insurance industry or University Degree/College Diploma in Insurance, Finance, or related degree.

What Is in It for You?

• Health Insurance: Employees and their eligible family members - including spouses, partners, and children - are eligible for coverage from the first day of employment.
• Wellness Program: The Travelers wellness program is comprised of tools and resources that empower you to achieve your wellness goals. In addition, our Life Balance program provides access to professional counseling services and other resources to support your daily life needs. Through Life Balance, you're eligible for free counseling sessions with a licensed therapist.
• 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.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off ('PTO') annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve paid company Holidays.
• Retirement: Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan ('DPSP'). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.

Equal Employment Opportunity Statement

Travelers is an equal opportunity employer. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.