This role can be located in either our Chicago, IL office or our Cleveland, OH office. Underwriting Specialist, Retail Property This role will be an ideal next step in your career if you already have some relevant experience in insurance - or this could be your entry into underwriting if you have transferable skills.
Make your mark in Underwriting
We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more value to our customers and AIG.
How you will create an impact
* This role will focus on underwriting new and renewal business to help drive the profitable growth of our Retail Property line.
* You will be responsible for assessing the desirability of risk through regular contact with brokers, close co-ordination with AIG subject matter experts and robust reviews of claims history and general company information.
* Your relationships with brokers will be key to your success. You will need to provide excellent service to brokers through a consistent, timely, and proactive approach to underwriting. You will also aim to generate new business by expanding your broker network, attending broker events, and building new relationships across the market - in line with a sales plan established with your manager.
* Another key aspect of the role is the provision of accurate monthly management information including submissions, bind rate, average premium, and total premium.
What you'll need to succeed
* Some underwriting experience, however, you are welcome to apply if you have other relevant professional experience.
* The ability to analyze financial statements.
* Strong communication, networking and relationship building skills.
* Good organizational and time management skills.
* Customer and Sales orientated behaviors: motivated, tenacious, focused, technically skilled, proactive, and accountable.
Ready to prove your potential? We would love to hear from you.
For positions based in Chicago, IL, the base salary range is $105,000 - $128,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview.
#LI-AIG
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
Functional Area:
UW - Underwriting
Risk Specialists Companies Insurance Agency, Inc.
$105k-128k yearly Auto-Apply 1d ago
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Sr Personal Insurance Field Sales Rep - Western PA/Eastern OH
The Hartford 4.5
Independence, OH job
Sr PL Field Sales Rep - SD08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory, supplemented by virtual visits tailored to agency partners' geographic locations.
This role covers the States of Western Pennsylvania and Eastern Ohio and the candidate must reside in Western Pennsylvania or Eastern Ohio.
SALES EXPECTATIONS
Responsibilities
+ Accountable for achieving or exceeding territory sales plans for new policy issuances, increasing new written premium, enhancing retention rates, and maximizing profitability.
+ Builds actionable Territory and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment.
+ Leverage advanced data analytics and tools to track plan outcomes, effectively communicate insights, and implement strategic actions.
+ Adheres to a disciplined consultative sales process and upholds the consistent execution of Sales Principles, driving success.
+ Demonstrates discipline and focus on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory.
+ Optimizes time allocation with a focus on agency engagement dedicating 60% to drive desired outcomes, while efficiently managing 25% on territory oversight and agency pre-post-call management. The remaining 15% is strategically devoted to fostering team cohesion through huddles, personal development, and comprehensive training initiatives, ensuring peak performance in a high- performance sales culture.
TERRITORY MANAGEMENT
+ Cultivates a comprehensive grasp of the assigned territory, identifying the precise blend and quantity of agents poised to capitalize on market opportunities, aligning seamlessly with sales representatives' territorial financial goals.
+ Leverages an extensive understanding of industry trends and best practices, nuanced state regulations, current market dynamics, and competitor insights to strategically position agencies for optimal business development and growth.
+ Prioritizes agents for maximum potential, gauging potential across various segments, including Strategic Partners, large groups, and agents with untapped capacity fostering a dynamic and results driven sales culture.
+ Develop strategic sales call plans to effectively prioritize and leverage agency contacts and activities, ensuring a consistent and sustainable flow of target market business.
+ Align Hartford's strategies, support, tools, initiatives, and resources to consistently boost market share in collaboration with agency partners, fostering a harmonious and mutually beneficial relationship.
+ Demonstrate proficiency in prospecting and cultivating relationships with new independent agents to secure personal lines appointments with The Hartford.
AGENCY MANAGEMENT
+ Conduct impactful in-person or virtual sales meetings to forge and nurture agency relationships with key stakeholders, driving growth, profitability, and client retention.
+ Empowers agents to optimize their revenue potential by equipping them with tools and information that highlight The Hartford's unique value proposition, setting it apart from competitors and enhancing overall sales performance.
+ Utilizes all available resources and strategies to propel growth and profitability, encompassing agent training, compensation structures, sales initiatives, marketing resources, cooperative programs, social media engagement, and more.
+ Possesses an in-depth understanding of the mature market preferences and effectively educates agents on strategic marketing approaches to drive agency revenue within this demographic segment. Has a deep understanding of the preferred mature market and educates agents on how to market and drive agency revenue.
+ Exemplifies the essence of the personal lines agency value proposition, instilling in agents the principle of prioritizing value over price, thereby empowering them to serve the best interests of their preferred mature clients with conviction and integrity.
QUALIFICATIONS
+ Prior field sales / territory management experience required; Personal Insurance preferred
+ Proven outstanding sales performance; fiercely driven, self-motivated, and possesses an unwavering determination to succeed.
+ Proficiency in negotiation and persuasion.
+ Excellent interpersonal and communications skills.
+ Strong organizational and time management skills.
+ Proven ability to cultivate and maintain relationships.
+ Adaptable to changing market conditions.
+ Analytical skills to drive results.
+ Ability to work well independently and adapt to changes.
+ Technologically savvy (e.g., Microsoft tools such as Sales Force, Teams, Word, Excel, and PowerPoint).
+ Ability to travel within assigned territory.
LOCATION
+ This role will have a Hybrid work arrangement, with the expectation of working 3 days in the field conducting in-person sales calls within the assigned territory.
+ This role covers the States of Western Pennsylvania and Eastern Ohio and the candidate must reside in Western Pennsylvania or Eastern Ohio.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$82,400 - $123,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$82.4k-123.6k yearly 10d ago
Client Relationship Analyst
Morgan Stanley 4.6
Pepper Pike, OH job
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
* Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist Fas / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
Salary range for the position: $33,280 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$33.3k-90k yearly Auto-Apply 9d ago
Client Service Associate
Raymond James 4.7
Beachwood, OH job
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Essential Duties and Responsibilities
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Knowledge of
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Skill in
Client Relationship Management (CRM) software, or similar contact management software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Education/Previous Experience
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Salary Range
$45,000.00-$75,000.00
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$45k-75k yearly Auto-Apply 42d ago
Executive Underwriter
Zurich Na 4.8
Cleveland, OH job
129018 Zurich is hiring an experienced Executive Underwriter or AVP, Underwriting Director- Primary Casualty to join our dynamic Energy Casualty team! Underwriting at Zurich offers a rewarding and empowered environment that allows underwriters to exercise both quantitative & qualitative reasoning skill sets, in addition to exposure to a wide range of experiences, allowing the underwriter to build a rewarding & diverse career journey.
As a member of the Energy Casualty team, the Executive Underwriter or AVP Underwriter will enjoy the opportunity to fully apply & hone underwriting, marketing and leadership skills while leveraging relationships with our key distribution partners. In this role, you will market, analyze, and underwrite primary casualty risks. This includes soliciting and underwriting new and renewal business to drive profitable growth. In addition, and under minimal direction, you will utilize The Zurich Way of Underwriting Framework as a subject matter expert and ensure a high-level service to customers. As an Executive Underwriter or AVP, you will serve as a leader and mentor to the team offering technical guidance on critical coverage issues, program structure customization, and pricing methodologies.
Zurich Energy is a leading provider of insurance solutions in the Energy industry and has supported Energy clients for over 30 years. By providing a broad array of products and services, we work with our customers to support their key business goals, while assisting to reduce their overall cost of risk. Our team of experienced underwriting specialists strive to provide solutions to address today's challenges and collaborate with clients to address emerging risks. The team is primarily based out of Houston, but we are open to qualified talent across the country. A requirement of this position includes travel (15-20% travel commitment) comprised of targeted marketing, business development, and client engagement events.
This role will be filled at either the Executive Underwriter ORAVP, Underwriting Director Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position.
Responsibilities include:
+ Market facing and production, including onsite client stewardship and broker visits
+ Management and development of robust new business and cross-sell pipeline
+ Serve as a customer advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs
+ Deliver a disciplined & thorough approach to exposure evaluation, risk assessment, pricing, and documentation
+ Use risk insights, data and models to drive informed underwriting decisions at point of sale
+ Develop & define program structure recommendations, including G. Cost & Loss Sensitive solutions, based on risk characteristics
+ Prepare and present comprehensive referrals, as necessary
+ Working independently, negotiate and deliver successful outcomes to the agent/broker
+ Administer and monitor underwriting rules and guidelines, insurance laws and regulations
+ Work within broad limits and authorities on highly complex assignments
+ Manage key portfolio indicators within assigned territory, including Gross Written Premium, Retention, Rate, & Profitability
+ Opportunity to mentor & coach early-career team members
+ Visibility at industry events and contributions supporting long term strategy development and vision
Executive Underwriter- Basic Qualifications:
+ High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, or Market Facing area.OR
+ High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR
+ Zurich approved Apprenticeship program including an associate degree and 3 or more years of experience in the Underwriting, or Market Facing area.OR
+ Zurich approved Apprenticeship program including an associate degree and 8 or more years of experience in the Claims or Underwriting Support area.
+ Knowledge of Microsoft Office
+ Experience working on time restraints for quotes on new and renewal business.
+ Experience working in a team environment.
OR
AVP, Underwriting Director Basic Qualifications:
+ High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area.OR
+ High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND
+ Proficiency of Microsoft Office
+ Competence working within time restraints for quotes on new and renewal business
+ Experience working in a collaborative, fast-paced environment
Preferred Qualifications:
+ Bachelor's Degree
+ Energy Casualty, or Casualty-driven underwriting experience, including Guaranteed Cost & Loss Sensitive
+ Existing network and familiarity within the Energy Casualty brokerage & client community
+ Strong verbal and written communication skills
+ Sales execution mindset
+ Creative problem-solving skills
+ Microsoft Office experience
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $98,500.00 - $215,000.00. The proposed salary range for the Executive Underwriteris $98,500.00 - $165,000.00,with Global Specialty Incentive Plan bonus eligibility set at 15%. The proposed salary range for the AVP is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 20%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .]
**Why Zurich?**
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 .
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code § 1033.
**Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Rocky Hill, AM - Chicago, AM - Cleveland, AM - Denver, AM - Houston, AM - New York
Remote Working: No
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID
EOE Disability / Veterans
$98.5k-215k yearly 60d+ ago
Senior Salesforce Administrator
Raymond James Financial, Inc. 4.7
Cleveland, OH job
** The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
**Primary Functions of the** **Position:**
+ Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
+ Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
+ Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
+ Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
+ Organizes and performs system training and demonstrations to internal and external users
+ Creates documentation of new system processes
+ Gathers business requirements to create process improvements using Salesforce technology
+ Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
**Education and Experience** **Requirements:**
+ Bachelor's Degree
+ Salesforce Administrator certification
+ 3+ years of Salesforce Administration experience
+ Strong communication skills and experience working with functional leadership
+ Creative and analytical thinker with strong problem-solving skills
+ Demonstrated ability to meet deadlines and prioritize simultaneous requests
**Preferred** **Experience:**
+ Ability to write APEX triggers
+ Experience in banking and/or financial services
**Essential Skills and** **Abilities:**
+ Strong presentation, collaboration, and communication skills
+ Intellectually curious to gain deeper understanding of processes and requirements
+ Self-starter and a team player capable of driving projects to fruition
+ Familiarity with technical project methodologies and the software development lifecycle
+ Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
+ Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
$66k-83k yearly est. 60d+ ago
Portfolio Manager CRE
Raymond James Financial, Inc. 4.7
Cleveland, OH job
** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
**Primary Functions of the** **Position:**
+ Underwrites requests for credit extensions to new and existing clients (new money business)
+ Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities
+ Prepares the following for presentation to Senior Loan Committee:
+ Credit Approval Request (CAR)
+ Modifications
+ Covenant Waivers/Amendments
+ Accurate and Timely Risk Rating
+ Assessment of Real Estate Sponsorship
+ Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur
+ In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties.
+ Ensures final loan documentation is consistent with credit approvals prior to closing.
+ Accompanies the relationship manager on prospect / client calls when appropriate
**Education and Experience** **Requirements:**
+ Bachelor's Degree in Finance, Accounting, or related field
+ Minimum of 5 years of credit analysis and underwriting experience
+ Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred
**Essential Skills and** **Abilities:**
+ Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
+ Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
+ Strong written and verbal communication skills
+ Strong presentation skills
+ Ability to work independently and within a team
+ Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
$91k-116k yearly est. 60d+ ago
Bodily Injury Claim Representative - Auto
The Travelers Companies 4.4
Cleveland, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$67,000.00 - $110,600.00
Target Openings
1
What Is the Opportunity?
This role is eligible for a sign on bonus.
Be the Hero in Someone's Story
When life throws curveballs - storms, accidents, unexpected challenges - YOU become the beacon of hope that guides our customers back to stability. At Travelers, our Claims Organization isn't just a department; it's the beating heart of our promise to be there when our customers need us most.
As a Claim Rep, you will be responsible for managing, evaluating, and processing claims in a timely and accurate manner.
In this detail-oriented and customer focused role, you will work closely with insureds to ensure claims are resolved efficiently while maintaining a high level of professionalism, empathy, and service throughout the claims handling process.
What Will You Do?
* Provide quality claim handling of auto claims including customer contacts, coverage, investigation, evaluation, reserving, negotiation, and resolution in accordance with company policies, compliance, and state specific regulations.
* Communicate with policyholders, claimants, providers, and other stakeholders to gather information and provide updates.
* Determine claim eligibility, coverage, liability, and settlement amounts.
* Ensure accurate and complete documentation of claim files and transactions.
* Identify and escalate potential fraud or complex claims for further investigation.
* Coordinate with internal teams such as investigators, legal, and customer service, as needed.
* In order to perform the essential functions of this job, acquisition and maintenance of Insurance License(s) may be required to comply with state and Travelers requirements. Generally, license(s) must be obtained within three months of starting the job and obtain ongoing continuing education credits as mandated.
What Will Our Ideal Candidate Have?
* Bachelor's Degree.
* Three years of experience in insurance claims, preferably auto claims.
* Experience with claims management and software systems.
* Strong understanding of insurance principles, terminology with the ability to understand and articulate policies.
* Strong analytical and problem-solving skills.
* Proven ability to handle complex claims and negotiate settlements.
* Exceptional customer service skills and a commitment to providing a positive experience for insureds and claimants.
What is a Must Have?
* One-year bodily injury liability claim handling experience or comparable liability claim handling experience, or successful completion of Travelers Claim Representative training program is required.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$33k-49k yearly est. 15d ago
Sr. Loss Sensitive Construction Underwriter, Account Executive Officer
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$120,400.00 - $198,700.00
Target Openings
1
What Is the Opportunity?
The Account Executive Officer (AEO), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
* May assist in the training and mentoring of less experienced Account Executives.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Six to eight years of relevant underwriting experience with experience in construction loss sensitive.
* Deep knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* CPCU designation.
What is a Must Have?
* Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$120.4k-198.7k yearly 27d ago
VP Operations - Small Commercial and Middle Market Business Center
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Operations
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$206,000.00 - $332,200.00
Target Openings
1
What Is the Opportunity?
The Vice President, Market Facing Operations is responsible for ensuring overall operational excellence and superior service in support of the Small Commercial/Middle Market Business Center (SC/MMBC) business and Travelers Operations strategy. This role provides strategic oversight while ensuring a deep understanding and responsiveness to customer and stakeholder needs, with a primary focus on delivering measurable results that drive business growth.
As a member of the Operations senior leadership team, the incumbent contributes strategic thought leadership and maintains execution accountability across Business Insurance and Travelers Operations. The role includes shared accountability for defining and contributing to the strategic Business Insurance Operations agenda, ensuring all initiatives deliver tangible results aligned with organizational objectives.
Leading an organization of over 600 employees across an expansive geographic footprint, this position oversees the SC/MMBC segment-a dynamic organization comprised of several distinct business units with P&L and business plan contribution responsibilities, customer and agent interaction, and complex field organizational oversight. Success requires navigating diverse stakeholder relationships while consistently delivering results through operational excellence.
Key leadership competencies include inclusive leadership, talent metabolism, future-focused workforce management practices, and strong coaching and development skills. The role demands a results-driven approach that balances strategic vision with tactical execution to achieve business objectives and exceed performance expectations.
As of the date of this posting, Travelers anticipates that this posting will remain open until 2/6/26.
What Will You Do?
* Contribute to the overall Business Insurance strategic business agenda.
* In partnership with market facing business leadership, participate in development of business strategy. Ensure an Operational perspective is represented and demonstrate exemplary leadership to support profit, growth and expense management goals.
* Maintain thorough understanding of the business and business strategy to translate needs into internal operational capabilities.
* Develop and ensure the implementation of operational and policy service strategies, policies, workflow processes and standards, and performance measurements and metrics to support business and operational strategies; ensure effective and efficient execution of these strategies.
* Responsible for strategic and tactical business planning, people and resource management, customer service, operations and budget management.
* Provides strategic oversight for Operations supporting the BI businesses, ensuring a deep understanding and responsiveness to customer and stakeholder needs.
* Demonstrates sound fiscal management by allocating resources to meet business, operational and customer objectives, including forecasting, resource planning, prioritization and budgetary ownership.
* Provides leadership toward the achievement and attainment of consistent higher efficiency and quality results; assess and implement organizational improvements that will enhance success; coach and motivate leadership and teams to produce outstanding results and achievements.
* Provide leadership and stewardship to shape the customer experience to drive results; provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience.
* Provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience.
* Creates a high performing culture driven by individuals with diverse experiences, thoughts, and backgrounds.
* Purposefully foster a work environment where all employees are included and appreciated. Attract, retain, engage and develop employees from all cultures and backgrounds.
* Drives and owns change management across the organizations synchronous to business and operational strategies, integrating and streamlining operational delivery.
* Ensures commitment to and outcomes of a robust talent acquisition, development and management focus and process in alignment with business and Operations related strategies.
* Ensures compliance with regulatory requirements.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* 10 years work experience in a leadership role within an Field-Production, Operations or Service environment.
* Large scale organizational leadership experience.
* Strategic Planning and foresight - sets and drives cross-functional objectives and priorities and forms a vision for the future.
* Influencing, Leadership - able to influence peers and broader teams through an inclusive style and recognition of their abilities and knowledge.
* Understanding & Navigating the Organization.
* Building Relationships - leads and seeks effective partnerships across the organization.
* Talent and Culture Development.
* Change Leadership.
* Risk Taking, Innovation.
* Conceptual and practical understanding of related technology applications.
* Experience in flow business including operational aspects and sales and service capabilities.
* Bachelor's Degree preferred.
What is a Must Have?
* Minimum seven years experience in a leadership role within a Field-Production, Operations or Service environment.
* Familiarity with Operations: metrics/productivity measurement, modeling and forecasting.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$206k-332.2k yearly 17h ago
REMOTE Licensed Small Commercial Insurance Inside/Inbound Sales Consultant
The Hartford 4.5
Independence, OH job
Sales Consultant Inside Sales - SO09AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
LICENSING REQUIREMENT
This role requires an active Property & Casualty (P&C) Insurance Producer license with authority to sell commercial/business insurance. Please include your license number or NPN in your application and confirm it reflects full P&C - Personal Lines alone will not qualify.
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
RESPONSIBILITIES:
Join a nationally recognized team where your consultative skills help protect small businesses - and your success is rewarded.
+ Take inbound phone calls on warm leads (no cold calling), pre-qualify and classify applicants, and provide coverage consultation to small business owners.
+ Consult on small business lines coverage including Business Owner's Policy (BOP), Workers Compensation, Commercial Auto, Professional Liability, and Bonds.
+ Work as an effective team member in a high performing sales culture.
+ Prioritize and manage desk while delivering timely outcomes to customers.
+ Operate with a customer-focused approach, delivering excellent service and providing insurance solutions tailored to each business owner's needs.
+ Partner with the Inside Sales Underwriting team on complex risks to write profitable business.
WORK SCHEDULE
This role will have a Remote work schedule Monday through Friday from your remote home office, with the expectation of coming into an office as business needs arise.
Candidates who live near one of our office locations (Charlotte, NC | Clinton, NY | Hartford, CT | San Antonio, TX | Scottsdale, AZ) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Monday and Friday will be worked from your remote home office.
Training Program:
+ Start: April 13, 2026
+ Duration: 8 weeks (approx. end date is 6/5)
+ Please note that time off during training is not accommodated
Training Hours: M-F 9:30-6 pm Eastern
Post-Training Hours:
+ Eastern: Mon-Fri 10:30-7 pm EST
+ Central: Mon-Fri 9:30-6 pm CST
+ Mountain: Mon-Fri 9:30-6 pm MST
+ Pacific: Mon-Fri 8:30-5 pm PST
COMPENSATION:
We are a metric driven, pay-for-performance, award-winning sales organization. There is potential to earn lucrative rewards, including monthly, quarterly, and annual pay-outs along with sales incentives and contests. Average monthly earnings are $750+, with top monthly earners exceeding $2000!
QUALIFICATIONS:
+ Active commercial Property & Casualty license is required. Your license number will be requested during the application process.
+ You must be eligible to hold a full Property & Casualty license in your resident state, along with 48 non-resident states (Hawaii/Alaska not included).
+ 2+ years of recent Property & Casualty or Personal Lines experience.
+ Call center experience valued.
+ Strong sales acumen with the ability to negotiate and sell all messages including those that may be difficult.
+ Excellent written and interpersonal communication skills.
+ Competitive nature and strong desire to win.
+ Demonstration of solid time, organizational, and desk management skills with ability to multi-task in a fast-paced environment.
+ High speed broadband cable internet service with minimum upload/download speeds of 100MB download/10MB upload. Your Internet provider-supplied device must be hard-wired to the Hartford-issued router and/or computer. To check your internet speeds, visit ************************ from your personal computer.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$46,800 - $70,200
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$46.8k-70.2k yearly 17d ago
Technical Specialist, Construction Claim
Travelers Insurance Company 4.4
Independence, OH job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$85,600.00 - $141,200.00
**Target Openings**
1
**What Is the Opportunity?**
Under general supervision, the position is responsible for investigating, evaluating, reserving, negotiating and resolving assigned Specialty Liability related Bodily Injury and Property Damage claims. Provides quality claim handling throughout the claim life cycle (customer contacts, coverage, investigation, evaluation, reserving, litigation management, negotiation and resolution) including maintaining full compliance with internal and external quality standards and state specific regulations. Provides consulting and training resources, and serves as a contact and technical resource to the field and our business partners.
**What Will You Do?**
+ Directly handles assigned claims.
+ Provides quality customer service and ensures file quality and timely coverage analysis and communication with insured based on application of policy information to facts or allegations of each case.
+ Consults with Manager on use of Claim Coverage Counsel as needed.
+ Directly investigate each claim through prompt and strategically-appropriate contact with appropriate parties such as policyholders, accounts, claimants, law enforcement agencies, witnesses, agents, medical providers and technical experts to determine the extent of liability, damages, and contribution potential. Interview witnesses and stakeholders; take necessary statements, as strategically appropriate.
+ Actively engages in the identification, selection and direction of appropriate internal and/or external resources for specific activities required to effectively evaluate claims, such as Subrogation, Risk Control, nurse consultants, and fire or fraud investigators, and other experts.
+ Verifies the nature and extent of injury or property damage by obtaining and reviewing appropriate records and damages documentation.
+ Maintains claim files and documents claim file activities in accordance with established procedures.
+ Utilizes evaluation documentation tools in accordance with department guidelines.
+ Proactively creates Claim File Analysis (CFA) by adhering to quality standards.
+ Utilizes diary management system to ensure that all claims are handled timely. At required time intervals, evaluate liability and damages exposure.
+ Establishes and maintains proper indemnity and expense reserves.
+ Recommends appropriate cases for discussion at roundtable.
+ Attends and/or presents at roundtables/ authority discussions for collaboration of technical expertise resulting in improved payout on indemnity and expense.
+ Actively and enthusiastically shares experience and knowledge of creative resolution techniques to improve the claim results of others.
+ Develops and employs creative resolution strategies.
+ Prompt and proper disposition of all claims within delegated authority.
+ Negotiates disposition of claims with insureds and claimants or their legal representatives.
+ Recognizes and implements alternate means of resolution.
+ Manages litigated claims. Develops litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective resolution and to satisfy customers.
+ Applies litigation management through the selection of counsel, evaluation and direction of claim and litigation strategy.
+ Tracks and controls legal expenses to assure cost-effective resolution.
+ Effectively and efficiently manage both allocated and unallocated loss adjustment expenses.
+ Attends depositions, mediations, arbitrations, pre-trials, trials and all other legal proceedings, as needed.
+ Updates appropriate parties as needed, providing new facts as they become available, and their impact upon the liability analysis and settlement options.
+ Recognizes cases, based on severity/ complexity protocols that should be transferred to another level of claim professional and refers on a timely basis.
+ Appropriately deals with information that is considered personal and confidential.
+ Fulfills specific service commitments made to certain accounts, as outlined in Special.
+ Account Communication (SAC) instructions and inquiries from agents and brokers.
+ Represents the company as a technical resource; attends legal proceedings as needed, acts within established professional guidelines as well as applicable state laws.
+ Actively provides mentoring and coaching to less experienced claim professionals to increase the technical expertise and improve bench strength.
+ Shares accountability with business partners to achieve and sustain quality results.
+ Evaluates all claims for recovery potential; directly handles recovery efforts and/or engage and directs Company resources for recovery efforts.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's Degree.
+ 5 years business experience.
+ Advanced level knowledge and skill in claim and litigation.
+ Basic working level knowledge and skill in various business line products.
+ Strong negotiation and customer service skills.
+ Skilled in coverage, liability and damages analysis and has a thorough understanding of the litigation process, relevant case and statutory law and expert litigation management skills.
+ Extensive claim and/or legal experience and technical expertise to evaluate severe and complex claims.
+ Able to make independent decisions on most assigned cases without involvement of supervisor.
+ Openness to the ideas and expertise of others actively solicits input and shares ideas.
+ Thorough understanding of commercial lines products, policy language, exclusions, ISO forms, and effective claims handling practices.
+ Demonstrated coaching, influence and persuasion skills.
+ Advanced written and verbal communication skills are required so as to understand, synthesize, interpret and convey, in a simplified manner, complex data and information to audiences with varying levels of expertise.
+ Can adapt to and support cultural change.
+ Strong technology aptitude; ability to use business technology tools to effectively research, track, and communicate information.
+ Analytical Thinking - Intermediate.
+ Judgment/Decision Making - Intermediate.
+ Communication - Intermediate.
+ Negotiation - Intermediate.
+ Insurance Contract.
+ Knowledge - Intermediate.
+ Principles of Investigation - Intermediate.
+ Potential for travel up to 30%
+ Value Determination - Intermediate.
+ Settlement Techniques - Intermediate.
+ Legal Knowledge - Intermediate.
+ Medical Knowledge - Intermediate.
**What is a Must Have?**
+ High School Diploma or GED.
+ 2 years of liability claim handling experience and/or comparable litigation claim experience.
+ In order to perform the essential job functions of this job, acquisition and maintenance of Insurance License(s) may be required to comply with state and Travelers requirements.
+ Generally, License(s) are required to be obtained within three months of starting the job.
**What Is in It for You?**
+ **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.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Data Analytics, Marketing
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
At Travelers, we believe that data-driven decisions are essential to driving business success. We are seeking a Manager of Decision Science with deep experience in marketing to evaluate the impact of organic website traffic and content marketing strategies. This role sits at the intersection of advanced analytics and digital marketing, helping to optimize content effectiveness, engagement, and demand generation through actionable intelligence.
Reporting to the AVP of Marketing Analytics and Decision Science, you will leverage statistical modeling, machine learning, and performance measurement tools to assess the impact of SEO-driven content strategies. Your analyses will help will shape digital marketing decisions by providing clear, actionable insights that drive audience engagement and business growth.
**What Will You Do?**
+ Leverage Google Analytics 4 and related tools to measure and test organic performance and identify potential audience segments while distinguishing results from the influence of paid amplification.
+ Partner with the Content Marketing and SEO teams to refine organic KPIs and align with broader integrated marketing goals; over time, add GEO (Generative Engine Optimization) KPIs and analytics to the mix.
+ Develop a deep understanding of the business to procure data for a specific analysis or prototypes for new data asset, while following coding best practices.
+ Develop a strong command of internal data sources, explore new and unstructured data sources to assess potential business value.
+ Determine and use appropriate techniques that may include diagnostic analysis, active monitoring and/or multivariate methods designed to answer business questions, test hypotheses, or assess impacts and results.
+ Explore and suggest new data and analytic tools, techniques and industry best practices to apply to business problems.
+ Apply appropriate visualization (charts, graphs, maps, etc.) to analytic insights so that they may be delivered to various audiences.
+ Interpret and communicate findings to key stakeholders. Recommend optimal business action based on balancing business constraints and analytical findings.
+ Leverage existing organizational partnerships across lines and functional teams to influence analytic outcomes.
+ Become a mentor or resource for less experienced analytic talent, onboard new employees and interns, and provide support for recruiting and talent assessment efforts.
**What Will Our Ideal Candidate Have?**
+ Bachelor's Degree in a STEM related field, or a Business School Master's Degree with a concentration in a technical or analytical field.
+ Four years of related data and analytic experience.
+ Experience using explanatory, diagnostic, and inferential techniques such as experimental design, hypothesis testing, clustering analysis, time series and other statistical modeling algorithms with the ability to decide the appropriate methodology for the purpose.
+ Experience working on large-scale multidimensional data using intermediate knowledge of open-source cloud-enabled analytical programming languages.
+ Manage multiple projects simultaneously and follow through to ensure timely completion.
+ Ability to foresee challenges and proactively look for ways to create more efficient processes for the business.
+ Excellent written and verbal communication skills with the ability to explain analyses and methodology with business partners.
+ Proactively build and own professional business relationships across the data & analytics community across the Enterprise.
**What is a Must Have?**
+ Bachelor's degree or three years of experience in data, analytics, engineering, science, technical analytical fields or relevant experience.
**What Is in It for You?**
+ **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.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$109.3k-180.2k yearly 10d ago
Underwriter, Commercial Insurance Specialty
Chubb 4.3
Cleveland, OH job
Chubb Commercial Insurance is seeking a motivated, results-driven professional to join our team as a Core Commercial Property and Casualty Production Underwriter. This role focuses on underwriting and growing a diverse book of business, including Manufacturing, Wholesale Distribution, Professional Services, Food, Real Estate, Cultural Institutions, and other Middle Market industries. With clients generating revenues up to $1B, we offer both guaranteed cost and loss-sensitive program structures.
This position involves building strong relationships with agency and broker partners, marketing Chubb's full suite of products, and driving profitable growth in the Commercial Insurance portfolio. You will collaborate closely with local branch teams, Territory Underwriting Managers, Industry Practice/Line of Business leaders, and Home Office personnel.
Key Responsibilities
Build and maintain strong relationships with key distribution partners to drive submission activity in target industry segments.
Achieve new business production goals of $1.0M-$1.5M while maintaining profitability and adhering to underwriting strategies.
Develop a robust prospect pipeline (5X production goal) using advanced prospecting tools and maintain strong marketplace visibility with 12+ external visits per month.
Manage the profitability, growth, and retention of an assigned book of business.
Meet or exceed rate, exposure, and retention goals on renewals by retaining key accounts and coordinating value-added services (e.g. Loss Control, Claims).
Analyze submissions, quote ratios, hit ratios, and efficiency metrics to ensure profitable growth.
Leverage client and broker relationships to cross-sell Chubb's full range of products, including Multinational, Environmental, Ocean Cargo, Financial Lines, Product Recall, E&O, A&H and more.
Partner with internal team, including branch staff, Territory Underwriting Managers, and Line of Business/Industry Practice leaders, to deliver tailored solutions.
Bachelor's degree or higher.
1+ years of commercial underwriting experience, preferably in the core middle market property and casualty segment.
Strong understanding of Property, General Liability, Auto, Workers Compensation, Umbrella, and International lines of business.
Proven marketing and negotiation skills with a focus on building and maintaining external relationships.
Technical underwriting expertise, including exposure/control analysis, coverage forms, policy structure, loss picks and profitability analysis.
Ability to thrive in a fast-paced, team-oriented environment.
General understanding of insurance business, regulatory environment, and adherence to underwriting authority.
Proficiency in Microsoft Office Suite.
$95k-133k yearly est. Auto-Apply 60d+ ago
Branch Manager
Raymond James 4.7
Beachwood, OH job
Oversees the daily operations of multiple Raymond James & Associates (RJA) branch offices. This position is based in the Beachwood, OH office and is responsible for managing six branch locations throughout the Greater Cleveland area.
Job Description
Essential Duties and Responsibilities
Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff.
Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service.
Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.
Supervises daily trading and other office activities.
Documents and resolves client complaints.
Performs reviews of client accounts.
Develops and implements plans to meet office sales goals.
Facilitates sales promotion activities such as seminars and luncheons/dinners.
Develops and monitors office revenue and expense budgets.
Informs FAs about new products and RJA managed underwritings.
Participates in community affairs as a representative of the firm.
May service clients in his/her own book of business.
Performs other duties and responsibilities as assigned.
Knowledge of
Company's working structure, policies, mission, strategies, and compliance guidelines.
Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.
Legal requirements and federal and state regulations related to employment.
Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Preparing and delivering clear, effective, and professional presentations.
Identifies the needs of customers through effective questioning and listening techniques.
Ability to
Continuously learn investment products, industry rules and regulations, and financial planning.
Provide a high level of customer service.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Articulate reasons behind decisions.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
Establish and maintain effective working relationships with others.
Identify problems, gather facts, and develop solutions.
Education/Previous Experience
Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or training as approved by Human Resources
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 and 9 & 10 (or 8) required.
Series 63 & 65, or 66 as required by state.
Life, Health, and Variable Annuity Insurance Licenses.
NFA Commodities License required if any commodities trading is done at the branch.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
Manager Experience - 6 to 10 years
Certifications
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$46k-63k yearly est. Auto-Apply 60d+ ago
Client Service Associate
Raymond James 4.7
Westlake, OH job
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Essential Duties and Responsibilities
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Knowledge of
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Skill in
Client Relationship Management (CRM) software, or similar contact management software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Education/Previous Experience
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$70k-90k yearly est. Auto-Apply 60d+ ago
Inland Marine Underwriter, Account Executive
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$89,800.00 - $148,300.00
Target Openings
1
What Is the Opportunity?
Inland Marine provides protection for business properties that are mobile in nature or require unique valuation. Coverages extend to properties that are owned or in a business's care related to construction, transportation, fine art, and renewable energy. The Account Executive (AE), Inland Marine will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in inland marine.
* Knowledge of inland marine products, the regulatory environment, and the local insurance market.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$89.8k-148.3k yearly 27d ago
Technical Specialist, Construction Claim
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$85,600.00 - $141,200.00
Target Openings
1
What Is the Opportunity?
Under general supervision, the position is responsible for investigating, evaluating, reserving, negotiating and resolving assigned Specialty Liability related Bodily Injury and Property Damage claims. Provides quality claim handling throughout the claim life cycle (customer contacts, coverage, investigation, evaluation, reserving, litigation management, negotiation and resolution) including maintaining full compliance with internal and external quality standards and state specific regulations. Provides consulting and training resources, and serves as a contact and technical resource to the field and our business partners.
What Will You Do?
* Directly handles assigned claims.
* Provides quality customer service and ensures file quality and timely coverage analysis and communication with insured based on application of policy information to facts or allegations of each case.
* Consults with Manager on use of Claim Coverage Counsel as needed.
* Directly investigate each claim through prompt and strategically-appropriate contact with appropriate parties such as policyholders, accounts, claimants, law enforcement agencies, witnesses, agents, medical providers and technical experts to determine the extent of liability, damages, and contribution potential. Interview witnesses and stakeholders; take necessary statements, as strategically appropriate.
* Actively engages in the identification, selection and direction of appropriate internal and/or external resources for specific activities required to effectively evaluate claims, such as Subrogation, Risk Control, nurse consultants, and fire or fraud investigators, and other experts.
* Verifies the nature and extent of injury or property damage by obtaining and reviewing appropriate records and damages documentation.
* Maintains claim files and documents claim file activities in accordance with established procedures.
* Utilizes evaluation documentation tools in accordance with department guidelines.
* Proactively creates Claim File Analysis (CFA) by adhering to quality standards.
* Utilizes diary management system to ensure that all claims are handled timely. At required time intervals, evaluate liability and damages exposure.
* Establishes and maintains proper indemnity and expense reserves.
* Recommends appropriate cases for discussion at roundtable.
* Attends and/or presents at roundtables/ authority discussions for collaboration of technical expertise resulting in improved payout on indemnity and expense.
* Actively and enthusiastically shares experience and knowledge of creative resolution techniques to improve the claim results of others.
* Develops and employs creative resolution strategies.
* Prompt and proper disposition of all claims within delegated authority.
* Negotiates disposition of claims with insureds and claimants or their legal representatives.
* Recognizes and implements alternate means of resolution.
* Manages litigated claims. Develops litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective resolution and to satisfy customers.
* Applies litigation management through the selection of counsel, evaluation and direction of claim and litigation strategy.
* Tracks and controls legal expenses to assure cost-effective resolution.
* Effectively and efficiently manage both allocated and unallocated loss adjustment expenses.
* Attends depositions, mediations, arbitrations, pre-trials, trials and all other legal proceedings, as needed.
* Updates appropriate parties as needed, providing new facts as they become available, and their impact upon the liability analysis and settlement options.
* Recognizes cases, based on severity/ complexity protocols that should be transferred to another level of claim professional and refers on a timely basis.
* Appropriately deals with information that is considered personal and confidential.
* Fulfills specific service commitments made to certain accounts, as outlined in Special.
* Account Communication (SAC) instructions and inquiries from agents and brokers.
* Represents the company as a technical resource; attends legal proceedings as needed, acts within established professional guidelines as well as applicable state laws.
* Actively provides mentoring and coaching to less experienced claim professionals to increase the technical expertise and improve bench strength.
* Shares accountability with business partners to achieve and sustain quality results.
* Evaluates all claims for recovery potential; directly handles recovery efforts and/or engage and directs Company resources for recovery efforts.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's Degree.
* 5 years business experience.
* Advanced level knowledge and skill in claim and litigation.
* Basic working level knowledge and skill in various business line products.
* Strong negotiation and customer service skills.
* Skilled in coverage, liability and damages analysis and has a thorough understanding of the litigation process, relevant case and statutory law and expert litigation management skills.
* Extensive claim and/or legal experience and technical expertise to evaluate severe and complex claims.
* Able to make independent decisions on most assigned cases without involvement of supervisor.
* Openness to the ideas and expertise of others actively solicits input and shares ideas.
* Thorough understanding of commercial lines products, policy language, exclusions, ISO forms, and effective claims handling practices.
* Demonstrated coaching, influence and persuasion skills.
* Advanced written and verbal communication skills are required so as to understand, synthesize, interpret and convey, in a simplified manner, complex data and information to audiences with varying levels of expertise.
* Can adapt to and support cultural change.
* Strong technology aptitude; ability to use business technology tools to effectively research, track, and communicate information.
* Analytical Thinking - Intermediate.
* Judgment/Decision Making - Intermediate.
* Communication - Intermediate.
* Negotiation - Intermediate.
* Insurance Contract.
* Knowledge - Intermediate.
* Principles of Investigation - Intermediate.
* Potential for travel up to 30%
* Value Determination - Intermediate.
* Settlement Techniques - Intermediate.
* Legal Knowledge - Intermediate.
* Medical Knowledge - Intermediate.
What is a Must Have?
* High School Diploma or GED.
* 2 years of liability claim handling experience and/or comparable litigation claim experience.
* In order to perform the essential job functions of this job, acquisition and maintenance of Insurance License(s) may be required to comply with state and Travelers requirements.
* Generally, License(s) are required to be obtained within three months of starting the job.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$85.6k-141.2k yearly 3d ago
Bodily Injury Claim Representative - Auto
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$67,000.00 - $110,600.00
Target Openings
1
What Is the Opportunity?
This role is eligible for a sign on bonus.
Be the Hero in Someone's Story
When life throws curveballs - storms, accidents, unexpected challenges - YOU become the beacon of hope that guides our customers back to stability. At Travelers, our Claims Organization isn't just a department; it's the beating heart of our promise to be there when our customers need us most.
As a Claim Rep, you will be responsible for managing, evaluating, and processing claims in a timely and accurate manner.
In this detail-oriented and customer focused role, you will work closely with insureds to ensure claims are resolved efficiently while maintaining a high level of professionalism, empathy, and service throughout the claims handling process.
What Will You Do?
* Provide quality claim handling of auto claims including customer contacts, coverage, investigation, evaluation, reserving, negotiation, and resolution in accordance with company policies, compliance, and state specific regulations.
* Communicate with policyholders, claimants, providers, and other stakeholders to gather information and provide updates.
* Determine claim eligibility, coverage, liability, and settlement amounts.
* Ensure accurate and complete documentation of claim files and transactions.
* Identify and escalate potential fraud or complex claims for further investigation.
* Coordinate with internal teams such as investigators, legal, and customer service, as needed.
* In order to perform the essential functions of this job, acquisition and maintenance of Insurance License(s) may be required to comply with state and Travelers requirements. Generally, license(s) must be obtained within three months of starting the job and obtain ongoing continuing education credits as mandated.
What Will Our Ideal Candidate Have?
* Bachelor's Degree.
* Three years of experience in insurance claims, preferably auto claims.
* Experience with claims management and software systems.
* Strong understanding of insurance principles, terminology with the ability to understand and articulate policies.
* Strong analytical and problem-solving skills.
* Proven ability to handle complex claims and negotiate settlements.
* Exceptional customer service skills and a commitment to providing a positive experience for insureds and claimants.
What is a Must Have?
* One-year bodily injury liability claim handling experience or comparable liability claim handling experience, or successful completion of Travelers Claim Representative training program is required.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$33k-48k yearly est. 15d ago
Account Executive Officer/Sr. Underwriter, National Accounts
The Travelers Companies 4.4
Independence, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$120,400.00 - $198,700.00
Target Openings
1
What Is the Opportunity?
National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year).
* Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
* May assist in the training and mentoring of less experienced Account Executives.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Six to eight years of relevant underwriting experience with experience in National Accounts.
* Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market.
* Deep financial acumen.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* CPCU designation.
What is a Must Have?
* Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* 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.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
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