Tech Underwriter & AEO: Growth, Risk & Partnerships

Travelers Insurance; Walnut Creek (CA); On-site; USD 109,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

401(k) retirement plan with company 5%

Pension plan funded by Travelers

Paid Time Off ( PTO )

Wellness program

Volunteer/Matching Gift program

Job summary

Travelers Insurance in Walnut Creek, CA is seeking an Account Executive Officer (AEO) in Technology to manage a specified book of business, underwriting complex accounts, and drive profitable growth. The role emphasizes building strong broker relationships and strategic sales planning.

The ideal candidate has 6–8 years in underwriting for commercial lines, a CPCU designation, and superb negotiation and communication skills to operate across internal and external partners.

Qualifications

• Bachelor's degree in a relevant field.
• Six to eight years of underwriting experience in commercial lines.
• Deep knowledge of commercial lines products and the regulatory environment.
• Strong analytical and decision-making abilities to balance risk and profitability.
• Excellent negotiation and communication skills with brokers and agents.
• CPCU designation preferred.

Responsibilities

• Manage profitability, growth, and retention of an assigned book of business.
• Underwrite and negotiate complex customer accounts to minimize risk and maximize profitability.
• Cultivate relationships with internal partners to create sales plans and identify cross-selling opportunities.
• Meet with agents/brokers to market Travelers products and write/retain accounts within risk appetite.
• Identify and capture new business opportunities using consultative sales skills.
• Develop and execute agency sales plans with the Managing Director to grow region/group sales.
• Assist in training and mentoring of less experienced Account Executives.
• Perform other duties as assigned.

Skills

Underwriting

Risk assessment

Negotiation

Relationship building

Communication

Education

Bachelor's degree

CPCU designation

Job description

Travelers Insurance in Walnut Creek, CA is seeking an Account Executive Officer (AEO) in Technology to manage a specified book of business, underwriting complex accounts, and drive profitable growth. The role emphasizes building strong broker relationships and strategic sales planning.

The ideal candidate has 6–8 years in underwriting for commercial lines, a CPCU designation, and superb negotiation and communication skills to operate across internal and external partners.