That's Travelers. We are one of the leading insurance companies in the United States. 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.
SUMMARY:
Reports to Second Vice President, Operations or Operations Director. Implements strategic and tactical operational initiatives. Effectively manage operations and processes associated with policy service activities (i.e., support business from initial submission through policy issuance and accounting for the policy life cycle). Implement and execute performance standards and monitor those standards. Collaborate with underwriting, headquarters and service staff to identify training needs, assess quality/performance standards for the account support/services staff and ensure priorities are responsive to marketing, underwriting and retention decisions. Assure all related activities are delivered in a manner consistent with customer service and expense management focus.
Accountable to direct/manage the account services activities for one or multiple remote sites (i.e., 4 - 7 locations, larger territory, regional revenue of over $115 million. Staff managed range of approximately 15 - 20.
Participates in the strategic, as well as the tactical, policy, workflow and performance standards development/implementation.
PRIMARY DUTIES:
Participate in the implementation of long and short term business strategies to effectively achieve policy service objectives.
Implement and participate in the development of tactical business planning and monitoring decisions/activities designed to support underwriting decisions which are consistent with business retention goals.
Participate in the implementation of operational and policy service strategies, policies, workflow processes and standards. Ensure effective utilization of these strategies, policies, etc.
Manage account support activities to meet production goals; assure compliance and performance standards are achieved; provide management information as necessary; and utilize all available resources in a cost effective manner.
Reconcile financial and operational results to ensure all information is correct (i.e. overdue, hit ratio, skip list, etc.) Take corrective action as necessary. Provide management information reports.
Act in a collaborative capacity with service, billing, HO, etc. to resolve problems/issues quickly. Establish priorities and make workflow decisions. Assure that our contractual commitments are met.
Manage the effective implementation of new technologies and the utilization of existing systems.
Resolve operation matters resulting in bottleneck situations to assure business results are not negatively affected by operational problems.
Establish and maintain positive and productive relationships through on-going dialogue with UW Management, Underwriters & agents/brokers. Meet with them to assess operations performance and identify/resolve issues/problems.
Develop and maintain effective relationships with internal resources (e.g., Claim, Operations, etc.) to coordinate the delivery of all related services to clients.
Maintain an appropriate level of customer service.
Participate in major projects as assigned.
Perform all necessary staff management functions to support profit, growth and expense management goals.
WORK EXPERIENCE:
Supervision of staff
Property Casualty knowledge.
Policy service background.
Basic understanding of underwriting and marketing functions and environments.
Systems background.
COMMUNICATION SKILLS:
Clearly expresses ideas orally and in writing.
Listens to and understands what others are saying.
Shares information and maintains confidentiality
OTHER:
Business Knowledge
Solid understanding of P&C products and services
Conceptual knowledge of marketing products and services
Working knowledge of workflow related to all support activities
Knows how to get things done
Decision-Making and Problem Solving
Sound underwriting, pricing and problem resolution abilities
Able to develop new methods and/or approaches to achieving business objectives. Identify and resolve process deficiencies and quality control issues across the team
Ability to effectively evaluate complex information and make the right decision
Is resourceful in solving problems
Takes intelligent risks to accomplish business objectives
Customer Focus
Identifies customer needs and takes appropriate action to meet those needs. Demonstrates commitment to appropriate level of service
Acts with a sense of urgency
Interpersonal Skills
Takes responsibility for own actions and decisions
Manages own work
Is responsible for own development and performance
Works well in a team environment or independently
Establishes and maintains effective relationships
Mentors less experienced members of the staff
Travelers is an equal opportunity employer. We actively promote a drug-free workplace.
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