****this position covers the Brookfield/Milwaukee territory.. This is a Work from Home position and requires residency near the covered territory.**
- Identify new customers that fit our profile.
- Understand specific industry characteristics of each segment including key needs and buying patterns.
- Develop annual Business Development Plans for assigned territory .
- Work with designated distribution resources to develop Agency Partnership Plans for Strategic Partner Agents.
- Active and leading involvement in point of sale presentations.
- Establish strong producer relationships through high visibility, clear knowledge of company strategy and joint sales planning.
- Help facilitate working relationships between distribution resources and underwriters.
- Work with and influence all members of the Select Accounts team to exceed customer expectations.
- Owns the business development process within assigned market area with heavy emphasis on developing a pipeline of profitable new business and renewal retention.
- Assists in the development of proposals for point-of-sale; participates in and coordinates the Sales team for point-of-sale.
- Maintain superior knowledge of competitor products and capabilities along with local market trends.
- Demonstrates the ability to build partnerships with other business groups to identify and initiate multiple product solutions at the account level.
- Maintains an understanding of all Travelers products, services and solutions and initiates discussions with other businesses units as appropriate.
- Uses available automation tools to support the sales process and identify opportunities for additional products and services.
- Works collaboratively with other business units to remove roadblocks and administrative obstacles to ensure agents and brokers see Travelers as easy to do business with.
- Actively involved in the local business community.
- Prequalify accounts that meet underwriting & financial standards.
- Share information with and support the efforts of the Select Accounts team to manage distribution resources within an assigned territory.
- Active involvement in removing obstacles that interfere with effectively serving customer needs.
- Effectively articulate our Vision and work within our Values.
- Perform other duties as assigned.
- Bachelor's degree preferred
- 3 years sales or underwriting experience in the insurance industry
- Technical knowledge of Property & Casualty.
- Interpersonal and communication skills.
- Platform skills, including facilitation.
- Ability to close a sale.
- Superior negotiation skills.
- Influencing skills.
- Marketplace knowledge.
- Business and financial acumen.
- E-knowledge of Microsoft and Lotus products.
- C.I.C. (or willingness to pursue).
- High School Diploma or GED required.
- 2 years of professional or underwriting experience required.
- 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.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an
Travelers reserves the right to fill this position at a level above or below the level included in this posting.