Portfolio Manager, BI Loss Sensitive Underwriting Standards – Practices

Travelers

Manager overseeing BI underwriting standards and practices at Travelers, ensuring compliance and quality throughout various product lines. Responsible for assessments, training, and communication with leadership.

Posted 7/23/2026full-timeRemote • Connecticut • 🇺🇸 United StatesSeniorLead💰 $109,300 - $180,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in underwriting standards, compliance, and quality assurance processes, with a strong focus on risk assessment and regulatory adherence. Proficient in preparing trend analysis reports and leading training sessions to enhance underwriting quality.

Highest-signal resume keywords

Underwriting Standards DevelopmentTrend Analysis ReportingRisk AssessmentCompliance ExperienceCPCU Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Underwriting Guidelines AssessmentQuality Assurance ProcessesLoss Sensitive ProductsCommercial Property Insurance KnowledgeCasualty Insurance KnowledgeAuditing PrinciplesPortfolio ControlsUnderwriting AutomationCorrective Action RecommendationsTraining Session Facilitation

Soft Skills

Effective CommunicationLeadershipCollaboration

Certifications & Qualifications

CPCUCIACPA

Industry Keywords

ComplianceUnderwritingClaimsNational AccountsCommercial AccountsEnterprise UnderwritingCorporate AuditCorporate ComplianceState RegulatorsQuality Assurance

About the role

Key responsibilities & impact

Assess adherence to underwriting guidelines, determine the impact of any deficiencies, and develop recommendations for corrective actions.
Prepare and present trend analysis reports, ensuring the analyses meet all enterprise and regulatory standards and effectively communicate insights to business leadership.
Track completion of required assessments and follow up with business leadership to address any corrective actions, ensuring consistency in underwriting standards and quality.
Contribute to the development of underwriting standards, practices, and tools that align with both portfolio and individual risk underwriting practices, including underwriting automation and rules, portfolio controls, and collaboration standards.
Support and/or lead training sessions designed to improve underwriting quality.
Assist with inquiries from Enterprise Underwriting, BI Underwriting, BI Product, Corporate Audit, Corporate Compliance, and state regulators regarding issues with assigned portfolio(s).
Lead or participate in projects to improve quality assurance processes, technology, monitoring, analysis, and communication of results.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree.
7 years of compliance, underwriting, claim, product or relevant quality assurance experience.
Intermediate experience in Loss Sensitive products and services.
Underwriting and/or Product experience in National Accounts and/or Commercial Accounts.
General knowledge of commercial property and casualty insurance business, systems and products.
General knowledge of risk assessment, technology and auditing principles.
CPCU, CIA, or CPA.
5 years of compliance, underwriting, claim, product or relevant quality assurance experience.

Benefits

Comp & perks

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.