We believe remarkable things happen when people care. Travelers takes on the risk and provides the coverage and service you need to protect the things that are important to you – your home, your car, your valuables and your business.
Associate Account Operations Specialist – National Property
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 160 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.
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
$46,400.00 – $76,600.00
Target Openings
1
What Is the Opportunity?
Travelers brings together people with different backgrounds and perspectives. We enable new ideas, innovation and a culture in which employees feel valued, respected, supported and empowered. Taking care of our customers, our communities and each other – that’s the Travelers Promise. We seek innovative, solution-focused, and resourceful candidates with excellent communication skills. Join us on our journey to be the undeniable choice for the customer and an indispensable partner for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. Be part of a fast-paced team, working to achieve business goals and objectives while receiving mentorship that will enable you to reach your full potential.
Primary Job Duties & Responsibilities
Your responsibilities include:
- Become proficient managing multi-state, multi-line accounts throughout the lifecycle which could include rating/pricing, quoting and issuing policies as well as handling related account activity
- Contribute to a positive workplace culture by building and maintaining strong working relationships with business partners and agents
- Gain a rich understanding of business processes by leveraging standardized workflows and state compliance guidelines
- Synthesize multiple sources of information to make sound decisions
- Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence
- Make a difference to our customers by executing on service level commitments and delivering quality products in a timely manner
Minimum Qualifications
- High School Diploma
- Basic knowledge of Microsoft Suite applications (Word, Excel, etc.)
Education, Work Experience, & Knowledge
- Completion of higher education coursework
- Insurance Education/Designations (CPCU, CIC, etc.)
Job Specific Technical Skills & Competencies
Accountability: Takes ownership and responsibility for actions and outcomes, performance and results.
Analytical Thinking and Judgment Decision Making: Identifies current or future problems or opportunities. Analyzes, synthesizes and compares information to understand issues. Identifies cause and effect relationships and explores alternative solutions to support sound decision making.
Embracing Change and Leading Transitions: Remains energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates change leadership by influencing and advocating for change. Maximizes the benefits of Product and Platform investments through utilization of best practices.
Communication: Demonstrates effective verbal, written, and listening communication skills.
Relationship Management: Provides service excellence to internal and external partners, delivering an experience that exceeds the customer expectations.
Teamwork: Collaboration in situations when actions are interdependent, and a team is mutually responsible to produce desired results.
Diversity and Inclusion: Values different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Embraces diversity of thought that will promote a more inclusive work environment.
Valuing and Developing Talent: Continuously develops skills and competencies that will better enable you and Enterprise Operations to reach business goals.
Customer Focus: Provides service excellence to internal or external clients
Time Management: Ability to prioritize, highly organized, able to multi-task in order to meet deadlines.
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 believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.
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.
Agency Operations Representative Trainee
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 160 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.
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
$42,100.00 – $69,500.00
Target Openings
3
What Is the Opportunity?
Do you have a strong desire and positive attitude to help others and enjoy working with a team to resolve issues? Agency Operations provides a straightforward path to enable Agents to do business with Travelers. As the face of Travelers to our Agents, we provide streamlined administrative services for our Agency channel to ensure a positive customer experience. As an Agency Operations Representative Trainee, you set the tone for how our customer service is experienced. You are responsible for building and maintaining effective relationships with peers, business partners, and agents while on-boarding new agents, servicing agency records, and ensuring Travelers and our agents are compliant with state rules and regulatory guidelines. In this trainee role, you are expected to meet expectations of our formal training through assessments, knowledge checks, and applying the content to real-life situations. As you expand your communication, technical, and business knowledge you will have the opportunity to grow your career at Travelers.
What Will You Do?
- Develop a deep understanding of the agency lifecycle including on-boarding new agents and producers, maintaining agency records, and appointing/terminating agents and producers.
- Respond to agents and agencies and/or other business partners on requests for new entries or changes to existing records.
- Resolve questions and make appropriate decisions on variety of topics with guidance from others on more complex activities.
- Ensure current and complete documentation of notes.
- Provide customer service at a level consistent with quality and productivity goals.
- Assist agents/agencies and/or other business partners with licensing and appointment requirements.
- May also work closely with other business partners to handle key requests.
- Perform other duties as assigned.
What Will Our Ideal Candidate Have?
- Associates Degree or higher.
- Solid analytical skills with the ability to act upon information related to activities and escalate as needed.
- Strong computer skills and system navigation experience.
- Interpersonal, communication and customer service skills with the ability to use sound judgement.
- Ability to effectively manage large volumes of service requests.
What is a Must Have?
- One year of work experience in a customer service, operations, or insurance industry.
- This position requires a satisfactory completion of a formal training program.
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.
Catastrophe Outside Property Claim Professional Trainee
This is an entry level position that requires satisfactory completion of required training to advance to Claim Professional Outside Property CAT position. This position is intended to develop skills for investigating, evaluating, negotiating and resolving claims on losses of lesser value and complexity. Provides quality claim handling throughout the claim life cycle (customer contacts, coverage, investigation, evaluation, reserving, negotiation and resolution) including maintaining full compliance with internal and external quality standards and state specific regulations.
As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. This position is based 100% remotely and may include a combination of mobile work and/or work from your primary residence.
As of the date of this posting, Travelers anticipates that this posting will remain open until May 30, 2025.
What Will You Do?
- Completes required training which includes the overall instruction, exposure, and preparation for employees to progress to the next level position. It is a mix of online, virtual, classroom, and on-the-job training. The training may require travel.
- The on the job training includes practice and execution of the following core assignments:
- Requires extensive domestic/international travel and must be available for deployment within 24 hours of notification.
- Handles 1st party property claims of moderate severity and complexity as assigned.
- Completes field inspection of losses including accurate scope of damages, photographs, written estimates and/or computer assisted estimates.
- Broad scale use of innovative technologies.
- Investigates and evaluates all relevant facts to determine coverage, damages and liability of first party property damage claims (including but not limited to analyzing leases, contracts, by-laws and other relevant documents which may have an impact), damages, business interruption calculations and liability of first party property claims under a variety of policies. Secures recorded or written statements as appropriate.
- Provides multi-line assistance in response to workforce management needs; including but not limited to claim handling for Auto, WC, GL and other areas of the business as needed.
- Establishes timely and accurate claim and expense reserves.
- Determines appropriate settlement amount based on independent judgment, computer assisted building and/or contents estimate, estimation of actual cash value and replacement value, contractor estimate validation, appraisals, application of applicable limits and deductibles and work product of Independent Adjusters.
- Negotiates with multiple constituents, i.e.; contractors or insured’s representatives and conveys claim settlements within authority limits.
- Writes denial letters, Reservation of Rights and other complex correspondence.
- Properly assesses extent of damages and manages damages through proper usage of cost evaluation tools.
- Meets all quality standards and expectations in accordance with the Knowledge Guides.
- Maintains diary system, capturing all required data and documenting claim file activities in accordance with established procedures.
- Manages file inventory to ensure timely resolution of cases.
- Handles files in compliance with state regulations, where applicable.
- Provides excellent customer service to meet the needs of the insured, agent and all other internal and external customers/business partners.
- Recognizes when to refer claims to Travelers Special Investigations Unit and/or Subrogation Unit.
- Identifies and refers claims with Major Case Unit exposure to the manager.
- Performs administrative functions such as expense accounts, time off reporting, etc. as required.
- May attend depositions, mediations, arbitrations, pre-trials, trials and all other legal proceedings, as needed.
- Ability to meet eligibility requirements to rent a vehicle required.
- Must secure and maintain company credit card required.
- 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.
- In order to progress to Claim Representative, a Trainee must demonstrate proficiency in the skills outlined above. Proficiency will be verified by appropriate management, according to established standards.
- This position requires the individual to access and inspect all areas of a dwelling or structure which is physically demanding including walk on roofs, and enter tight spaces (such as attic staircases, entries, crawl spaces, etc.) The individual must be able to carry, set up and safely climb a ladder with a Type IA rating Extra Heavy Capacity with a working load of 300 LB/136KG, weighing approximately 38 to 49 pounds. While specific territory or day-to-day responsibilities may not require an individual to climb a ladder, the incumbent must be capable of safely climbing a ladder when deploying to a catastrophe which is a requirement of the position.
- Perform other duties as assigned.
What Will Our Ideal Candidate Have?
- Bachelor’s Degree preferred or a minimum of two years of work OR customer service related experience preferred.
- Demonstrated ownership attitude and customer centric response to all assigned tasks – Basic.
- Verbal and written communication skills –Intermediate.
- Attention to detail ensuring accuracy – Basic.
- Ability to work in a high volume, fast paced environment managing multiple priorities – Basic.
- Analytical Thinking – Basic.
- Judgment/ Decision Making – Basic.
- Valid passport preferred.
What is a Must Have?
- High School Diploma or GED and one year of customer service experience OR Bachelor’s Degree required.
- Valid driver’s license required.
Personal Lines Sales Executive-Outside
Under general supervision, responsible for managing and developing a mid and/or moderately complex group of agency assignments. Position accountable for: Optimizing growth potential of a core group of Travelers independent agents while prospecting and appointing new agencies. Exceeding or meeting year over year growth and profit objectives; utilizing Travelers sales tools within a consultative sales framework. Developing competitor intelligence. Collaborating with team members in the region, home office, and business center on product, pricing, and agency management decisions. This position is based 100% remotely and may include a combination of mobile work and/or work from your primary residence. This position does not manage others.
Must be located in the greater Richardson, TX area.
What Will You Do?
- Agent Support:
- Responsible for substantial and/or complex Agency assignments. Applies agency diagnostics and segmentation for owned agents. Leads presentations and appointments for owned agents.
- Applies process of appointing new agents that meet production expectations of new business at Travelers. Prospects for new business.
- Identifies opportunities to cross sell Travelers products and shares information with other Sales Execs and/or agents.
- May facilitate workshops.
- Influencing the Sales:
- Responsible for profitable development of all agencies within assigned territory or agency assignment. Influences agents to quote and sell Travelers products to customers.
- Executes the sales strategy of growing Travelers market share in the territory by appointing and coaching new agents.
- Articulates a sales process that is mutually beneficial, and identifies solutions to agency needs.
- Provides consistent follow up and follow through with agents, peers and other team members.
- Agency Diagnostics:
- Completes strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed.
- Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions.
- Effectively understands and considers operational differences between small and large agencies.
- Diagnoses agencies’ interests and ability to grow business and motivates agents to succeed.
- Initiates systematic marketing processes within each agency to attract and retain new business. Recommends business solutions (3R’s) and programs to meet objectives.
- Directs customer service issues to appropriate resources, elevates all unresolved matter to ensure resolution. Validates data used to make strategic market changes.
- Has thorough knowledge of Travelers’ computer systems and PIs platform; Assists agents with system/platform issues, and provides training as needed. Coordinates with trainers as needed; Ensures that agency staff are fully trained (products, services, automation and HQ in total).
- Identifies book transfer opportunities, negotiates transfer commitment, ensures successful outcome.
- Maintains flexibility in working with all social styles.
- Develops strategic agency plans that require disciplined accountability and follow up to meet business objectives.
- Understands Travelers Enterprise focus and appetites and seizes opportunities to cross-sell Travelers products by initiating cross-functional meetings.
- Stays current on product and pricing changes.
- Articulates company position and seeks out business with appropriate agencies to meet company objectives.
- Perform other duties as assigned.
What Will Our Ideal Candidate Have?
- Five year of sales experience or insurance industry experience preferred.
- Bachelor’s Degree preferred.
- Intermediate knowledge of Agency Diagnostics: (Ability to accurately assess agency operations and provide strategic sales and marketing insight).
- Advanced ability to Influence the Sale: ability to convince current and prospective agents to represent and promote Travelers products and services.
- Intermediate ability to Advise Agents.
- Intermediate ability to deliver results: ability to focus on the bottom line and push self and others to meet set goals.
- Advanced Relationship Management skills: superior interpersonal skills and ability to work effectively with internal and external customers.
- Advanced Communication skills: strong verbal and written communication skills. Ability to deliver professional presentations.
- Advanced ability to demonstrate resilience: Maintains a high level of commitment to personally getting things done, assuming personal responsibility for achieving outcomes and works effectively with little direction. Dependable and responsible.
- Demonstrates advanced problem solving skills and ability to exercise decisive Judgment.
- Demonstrates Integrity.
- Intermediate technical savvy: Knowledge and or ability to learn new systems, applications and programs quickly and then to be able to explain to others.
- Advanced skill of Driving for results: Self-assured, responds confidently to objections, and does not give up easily. Advanced knowledge of Microsoft office products with ability to manipulate data in Excel, Word, and PowerPoint quickly and accurately.
- Intermediate Skills/Competencies: Demonstrates solid knowledge and ability and can apply the competency in the full range of typical situations with minimal or no guidance. Requires guidance handling novel or more complex situations.
- May guide other professionals.
- Advanced Skills/Competencies Defined: Demonstrated advanced knowledge and ability and can apply the competency in new or complex situations.
- Not Required.
What is a Must Have?
- A minimum of three years of professional and influential work experience required.