Senior National Accounts Strategist & Underwriter

Travelers Companies, Inc.; Charlotte (NC); On-site; USD 133,000 - 219,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan with 401(k) matching

Paid time off

Wellness program

Volunteer encouragement

Job summary

Travelers in Charlotte, NC is seeking a Senior Account Executive Officer (Senior AEO) for National Accounts to partner with agents, brokers, and customers to deliver guaranteed cost and loss sensitive coverage for complex renewals and new business.

You will independently assess highly complex risk, negotiate terms, and drive profitability while building internal and external relationships across the enterprise. A strong background in underwriting, sales, and CPCU designation is highly preferred.

Qualifications

• Bachelor’s degree.
• Eight to ten years of relevant underwriting experience with experience in National Accounts.
• Deep knowledge of 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.
• Advanced sales and marketing skills.
• CPCU designation.

Responsibilities

• Manage the profitability, growth, and retention of an assigned book of business. The book of business owned is primarily comprised of accounts with high complexity.
• Underwrite and skillfully negotiate highly 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 advanced 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.
• Support the development of less experienced underwriters leveraging advanced coaching and mentorship skills.
• Perform other duties as assigned.

Skills

Communication

Critical thinking

Sales & Marketing

Negotiation

Education

Bachelor’s degree

CPCU designation

Job description

Travelers in Charlotte, NC is seeking a Senior Account Executive Officer (Senior AEO) for National Accounts to partner with agents, brokers, and customers to deliver guaranteed cost and loss sensitive coverage for complex renewals and new business.

You will independently assess highly complex risk, negotiate terms, and drive profitability while building internal and external relationships across the enterprise. A strong background in underwriting, sales, and CPCU designation is highly preferred.