Account Executive Officer/Senior Underwriter, National Accounts

Travelers • Dallas, TX

2d

About The Position

The Account Executive Officer (AEO), National Accounts partners with agents, brokers, and customers to provide guaranteed-cost and loss-sensitive coverage for new and renewal business based on customer needs. National Accounts offers casualty solutions for clients with significant risk, including Workers’ Compensation, General and Product Liability, and Commercial Automobile Liability. The AEO serves as a technical resource and independently assesses complex risks, builds internal and external relationships, and sells Travelers products in challenging markets to contribute to profitability and business success.

The role manages an assigned book of business and develops agency and regional sales plans. It involves marketing and selling to agents, brokers, and customers through regular in-person meetings and travel. The sales process for targeting new accounts may take six months to one year. The position may also include training and mentoring less experienced Account Executives.

Requirements

• At least four years of experience in underwriting, claims, operations, risk assessment, actuarial, sales, product, or finance.
• Ability to assess complex risks independently.
• Strong critical-thinking skills, including identifying underwriting, marketing, or financial challenges and making timely decisions aligned with the company’s risk appetite.
• Excellent communication skills and ability to negotiate successfully in difficult situations with agents and brokers.
• Ability to travel to in-person meetings.

Nice To Haves

• Bachelor’s degree.
• Six to eight years of relevant underwriting experience, including National Accounts experience.
• Deep knowledge of loss-sensitive products, the regulatory environment, and the local insurance market.
• Deep financial acumen.
• CPCU designation.

Responsibilities

• Manage the profitability, growth, and retention of an assigned book of business.
• Underwrite and negotiate complex customer accounts to minimize risk and maximize profitability.
• Build relationships with internal business-unit and enterprise partners to create sales plans and identify cross-selling opportunities.
• Meet regularly in person with agents, brokers, and customers to market and sell Travelers products and write and retain accounts consistent with the company’s risk appetite.
• Travel to meetings with agents, brokers, and customers.
• Identify and capture new business opportunities using consultative marketing and sales skills.
• Develop and execute agency sales plans independently and partner frequently with the Managing Director to develop region or group sales plans.
• Assist in training and mentoring less experienced Account Executives, as needed.
• Perform other duties as assigned.

Benefits

• Health insurance coverage for employees and eligible family members beginning on the first day of employment.
• Dollar-for-dollar 401(k) matching on contributions up to the first 5% of eligible pay, subject to an annual maximum.
• Paying it Forward Savings Program, with an annual Travelers contribution to the employee’s 401(k) account when they make a student loan payment.
• Pension Plan funded 100% by Travelers.
• At least 20 days of paid time off annually.
• Nine paid company holidays.
• Wellness program with tools, discounts, and resources for wellness and caregiving needs.
• Mental health program offering free professional counseling, health coaching, and other resources.
• Matching Gift and Volunteer Rewards program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior