Travelers Associate Account Manager/Underwriting Assistant - Oil & Gas in Houston, Texas



Associate Account Manager/Underwriting Assistant - Oil & Gas

Target Openings:


Primary Job Duties & Responsibilities:

Primary Responsibilities: Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals. Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.). Participates in pre-renewal meetings. Prepares underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.). Manages account documentation (i.e., proposals, agreement letters, reinsurance contracts, collateral agreements, pricing doc, policy change, endorsements, cancellations, risk browsers etc.). Ensures accurate and timely servicing and billing of accounts. Communicates with brokers/agencies, MGAs, and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions). Quotes accounts by reviewing exposures and experience rating, updating account information, rates and adjusts the price as requested. Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates). Enters schedules into proprietary rating systems. Other duties as assigned.

Job Opening ID:


Equal Employment Opportunity Statement:

Travelers is an equal opportunity employer.

Job Specific & Technical Skills & Competencies:

Technical Knowledge Actively developing technical skills. Demonstrates ability to seek to broaden knowledge & skills. Customer Service Able to communicate clearly. Demonstrates ability to correct and follow through with requests. Driving For Results Able to meet standards set by manager and able to set high standards for self. Analytical Thinking Demonstrates ability to break down problems. Able to understand basic relationships of activities performed. Demonstrates ability to apply knowledge to solve issues. Initiative Demonstrates the ability to be decisive in times of crisis. Able to think to the future (4 months ahead) to identify or eliminate potential issues in renewal account workflow. Actively attempts to influence events to achieve goals. Teamwork & Cooperation Demonstrates ability to openly share information and build team morale. Communication Demonstrates ability to speak clearly and expresses self well in groups and one on one conversations Able to use examples to make point. Flexibility Demonstrates ability to apply guidelines appropriately. Able to adapt in a variety of situations. Also understands the best approach to take for various situations. Motivation/Commitment Demonstrates ability to perform in a business professional manner with a positive attitude. Demonstrates the ability and drive to seek development opportunities. Is able to take complete ownership for role responsibilities. Organizational Skills Able to independently set deadlines, manage workload, and effectively schedule time.

Job Category:


Job Summary:

This is the entry level position of the Account Manager (AM) career path and the individual is building knowledge in the following areas: Business Unit Specific Product lines and coverage. Rating/pricing methodologies and tools. In addition: Forms relationships with Account Executives, agents, Managing General Agents (MGAs), as well as peers and business partners. Participates in business unit's staff meetings. Responsible for managing assigned work. Does not manage others.

Position Type:

Entry Level

Education, Work Experience & Knowledge:

One or more years of insurance experience is preferred.

Physical Requirements:

Operates standard office equipment (66%-100%) Sitting (can stand at will) (66%-100%)

Minimum Qualifications:

High School diploma or equivalent required. Basic software skills required (Windows MS Office).

Company Information:

Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.

Primary Location:

Houston - Texas - United States