Travelers

Learning and Development

• Partner with leaders across the AI & ET organization and multiple lines of business to drive holistic strategic planning, ensuring alignment and integration across AI capability development and broader strategy & business planning activities.
• Lead macro business analysis, strategy development and refinement, articulation of future AI and emerging technology capability needs, and assessment of conceptual ideas that feed into strategic execution.
• Establish an engagement model with value stream leaders to drive more robust planning, initiative prioritization, resource planning, and strategic roadmap development in support of AI and ET priorities.
• Build out management information reporting and planning functions to inform departmental planning, strategic decision making, and demonstrate organizational impact and value delivery.
• Act as a subject matter expert in OCM, providing strategic guidance to business leaders navigating the organizational and cultural shifts associated with AI and emerging technology adoption.
• Implement and embed the Travelers OCM framework consistently across the organization, ensuring AI and ET-driven changes are effectively managed and business goals are met.
• Work closely with stakeholders at all levels to assess change impacts, manage expectations, and develop tailored strategies that prepare the organization for successful AI transformation.
• Proactively identify risks to change initiatives and develop mitigation strategies that account for the unique dynamics of emerging technology implementation.
• Champion responsible and human-centered approaches to AI adoption, helping employees and leaders build confidence and capability alongside new technologies.
• Collaborate with business leaders to translate AI and ET strategic vision into actionable, engaging learning programs that build enterprise-wide AI fluency and change readiness.
• Design and deliver learning experiences that address both the technical and behavioral dimensions of working in an AI-enabled organization.
• Provide strong strategic leadership and execution focus, leading with a diverse and inclusive mindset and proactively engaging team members to reach their full potential.
• Mentor and coach OCM and strategy professionals, fostering leadership, skill development, and knowledge sharing across the team.
• Collaborate with senior leaders to ensure AI and ET initiatives are communicated effectively, with messaging that is clear, compelling, and tailored to diverse audiences.
• Actively participate in the OCM Community of Practice to foster knowledge sharing, collaboration, and enterprise capability building with a lens on AI and emerging technology.

Senior Director, Strategic Initiatives – Organizational Change Management

Risk

• Support strategic delivery of optimal claim outcomes with leadership in claims centers.
• Travel to loss scenes to manage the investigative team and ensure evidence collection.
• Prepare reports, conduct research, and provide technical advice for Risk Control, Claims Services, Legal, and Underwriting.
• Provide testimony in legal proceedings including depositions and trials.
• Mentor and coach less experienced team members.
• Maintain knowledge by attending conferences and reviewing scientific journals.

Risk Control Forensic Specialist II

Associate

• Actively participate in structured training classes covering insurance policies, specific claim processes, systems, and procedures, including virtual, classroom, and on-the-job training.
• Review, investigate, and document 1st party property claims under close supervision.
• Gather information from policyholders, claimants, witnesses, and third-party providers.
• Learn to investigate and evaluate all relevant facts and information (including but not limited to analyzing leases, contracts, by-laws and other relevant documents which may have an impact).
• Determine and apply coverage for building damages per policy terms.
• Establish accurate scope of damages for building and contents losses and utilizes as a basis for written estimates and/or computer assisted estimates.
• Provide timely and professional communication to customers, claimants, and internal stakeholders.
• Maintain accurate records of claim activity in claim management systems.
• Demonstrate openness to continuous learning, particularly in AI and digital transformation.
• Adapt to new technology implementations, system upgrades, and digital tool rollouts while maintaining productivity and service quality.
• Perform other duties as assigned.

Outside Property Associate – Claim Representative

Copywriter

• The Lead Copywriter works with an art director or designer to conceive, write, revise and execute advertising copy (content) for internal and external marketing channels – including video, print, social, digital and other emerging mediums.
• Demonstrates a passion for writing and creativity.
• Position is a team lead – provides guidance and/or training to less seasoned team members.
• This position may manage others.
• Works in close-knit creative partnership with a designer or art director an art supervisor and assigned creative teams to generate workable concepts and ideas.
• Understands and often oversees the implementation of internal review and routing systems; makes revisions to work, identifies problems or inconsistencies, independently solves problems.
• Writes clear, persuasive, original copy for the most complex projects - i.e. comes up with original catchphrases, slogans, messages and headlines.
• Writes and supervises the writing of all wording in any type of advertising materials, such as (but not limited to) video, radio, print (brochures, print ads, collateral), digital content (websites, microsites, banners, social).
• Leads brainstorms of ideas and concepts.
• Expertly adapts a concept to all mediums including: print, video, digital and other current and emerging mediums.
• Submits ideas (self and teams) and discusses progress with his/her direct supervisor.
• Amends, revises or redevelops campaigns in response to feedback from supervisor, upper management and/or clients.
• Works on and manages several campaigns at once, under pressure and on tight deadlines.
• Proofreads copy to check spelling and grammar.
• Oversees and manages projects through the production stage to completion.
• Keeps self and others up to date with popular culture and trends.
• Understands importance of making sure final output (art and copy) is aligned with Travelers brand guidelines and follows internal approval processes.
• Collaborates closely with assigned business units.
• Presents work to clients.
• Mentors and helps define the career path of other writers.
• Assigns work to appropriate teams.
• Perform other duties as assigned.

Lead Copywriter

General

• Oversee major Auto claims from initiation to resolution, ensuring compliance with company policies and industry regulations.
• Conduct detailed investigations to gather evidence, assess liability and determine extent of damages.
• Evaluate claim information and documentation to make informed decisions regarding coverage and settlement.
• Engage in negotiations with claimants, legal representatives, and other parties to achieve fair and equitable settlements.
• Maintain comprehensive and accurate records of all claim activities, communications, and decisions.
• Prepare and present detailed reports on claim status, trends and outcomes to senior management.
• Work closely with legal, underwriting, and other departments to ensure coordinated claim handling.
• Apply litigation management strategies through the selection of counsel and evaluation.

Auto Major Case Specialist

General Counsel

• Leverage pre-trial and trial experience to apply effective use of litigation skills and techniques to try cases to verdict or negotiate resolution.
• Conduct proficient to advanced legal research and demonstrate strong and persuasive legal writing and presentation skills.
• Draft substantive pleadings, motions, briefs, discovery and other legal documents.
• Attend court events, depositions, and other appointments independently.
• Provide in-depth, substantive case analysis and recommendations to insured clients and Claim partners on file handling strategies.
• Collaborates with expert witnesses and consultants to develop case strategies, evaluate technical matters, and prepare compelling testimony for litigation.
• Build and maintain strong internal and external client and business partner relationships, including accountability for managing client and business partner relationships.
• Provide internal and external training, seminars and legal updates to insured clients and Claim partners.
• Provide leadership through mentoring other attorneys and legal support staff.
• Contributes to special projects and identifies other opportunities to support office goals/business needs.
• Fully and effectively utilize available technology, case management system and automation.
• Travel as required to meet business needs.
• Perform other duties as assigned.

Senior Associate Counsel

Underwriter

• Implement, define and monitor underwriting appetite & rules for new and existing products in collaboration with US/CAN Select, Europe portfolio managers and Europe UW office.
• Work with product development on coverage analysis in new or optimisation of products to be market relevant and in line with our underwriting strategy.
• Ensure the appropriate use of ‘input’ data, third party data and SoF to select and manage risks in a eTrade model that is in line with our target risk selection strategy.
• Provide UW guidance for referral handling within the team – what info to collect, risk management approaches to use.
• Identify and take corrective action based on portfolio analysis across SME, ensuring rules are working as expected and that any knowledge or behavioural gaps are addressed through communication, coaching and training.
• Manage the profitability, growth, and retention across the portfolio ensuring the underwriting quality is maintained.
• Underwrite and skillfully negotiate risks to minimise risk and maximise profitability, including Mid Term Adjustments (MTAs).
• Proactively manages SME portfolio, ensuring key performance indicators are consistently achieved and you actively target new business and retention.
• Identify and capture opportunities to write additional lines of business using knowledge of products, risk characteristics and appetite.
• Proactively utilise various technology platforms to quote and bind E-Trade risk efficiently.
• Prepare, lead and present Underwriting Reviews for individual policies or portfolios/schemes and manage action points.
• Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
• Foster and maintain relationships with brokers to ensure they have an appropriate understanding of BI SME products and the BI SME goals and objectives.
• Develop and rollout UW training material to support SME product trading as a result of new products, product optimisation, UW strategies developed with the product portfolio owner and national UW officers.
• Support and collaboration across SME, providing coaching and guidance, including referrals.
• Perform other duties as assigned.

SME Underwriting Product Manager

• Leverage trial experience to apply effective use of litigation skills and techniques to try cases to verdict or negotiate resolution.
• Conduct advanced legal research and demonstrate strong and persuasive legal writing and presentation skills.
• Draft substantive pleadings, motions, briefs, discovery and other legal documents.
• Attend court events, depositions, and other appointments independently.
• Provide in-depth, substantive case analysis and recommendations to insured clients and Claim partners on file handling strategies.
• Collaborates with expert witnesses and consultants to develop case strategies, evaluate technical matters, and prepare compelling testimony for litigation.
• Build and maintain strong internal and external client and business partner relationships, including independent responsibility for managing client and business partner relationships.
• Provide internal and external training, seminars and legal updates to insured clients and Claim partners.
• Provide leadership through mentoring other attorneys and legal support staff.
• Initiate special projects and identifies other opportunities to support office goals/business needs.
• Fully and effectively utilize available technology, case management system and automation.
• Travel as required to meet business needs.
• Perform other duties as assigned.

Senior Counsel – First Party Practice Group

Financial Planning and Analysis

• Prepare, evaluate, and validate financial and operational reports.
• Analyze and interpret trends and variances in business performance, while interacting with cross functional peers on a frequent basis.
• Perform testing and validation of data and analyses when applicable.
• Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers.
• Support your financial and business partners in the creation of analyses to support business strategy.
• Perform other duties as assigned.

Senior Financial Consultant – Enterprise Technology Finance

Account Manager

• Perform standard duties utilizing developed procedures on assignments of moderate complexity.
• Follows standard policies to complete work.
• Works within moderate limits to process applications.
• Possesses procedural knowledge and skills that enable task accomplishment.
• Pre-quote and post-bind u/w activities, by account (ML, O): Bills, assembles and distributes Bond products according to procedural guidelines.
• Books and issues (O).
• Understands policy documents: Solicitation requirements (O).
• Pre-populates Workbook with easily-available financial and other data (O, ML).
• Pull prospect lists for underwriting teams from the Vault.
• Scrub and distribute new business leads from Middle Market to the underwriting teams (ML).
• Assist in the Polaris training of new underwriters (ML).
• New business processing including extended time and/or warranty (S).
• Set up renewal solicitation for each underwriting team including storage of proof of notice in the EFC (ML).
• Pull credit, Guidestar, Westlaw and ERISA reports.
• Closeout of bonds with extended time and/or warranty provisions (S).
• New business and closeout with deviated commission scales (S).
• Complete management of Final Contract Price report process including pulling the reports, compiling the final price information, sending to the agent and.
• Managing the process through final closeout and processing of over/under run premiums (S).
• New business processing involving joint ventures (S).
• New business processing involving co-sureties (S).
• May assist in audits, set up of QAP forms (ML); QAP action plans (O).
• Processes cancellations.
• Process Mid-Term changes, surety riders (S).
• Follow-up on non-pays (S).
• Review delinquency pay and follow up with agency.
• Monitor and review all past-due obligations (60 and 90 day) (ML).
• Perform other duties as assigned.

Account Manager – Bond & Specialty Insurance, Construction Services

Account Executive

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.

Associate Sales Executive, Personal Lines

Commercial Account Executive

• Manage the profitability, growth, and retention of an assigned book of business.
• Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
• Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
• Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite.
• Identify and capture new business opportunities using consultative marketing and sales skills.
• Develop and execute agency sales plans.
• Execute region/group sales plans.
• Perform other duties as assigned.

Senior Underwriter / Account Executive Officer, Commercial Accounts

Actuary

• Assess, prioritize, influence and communicate strategic initiative options to senior leaders.
• Demonstrate effective execution and completion of assigned strategic initiatives and projects.
• Generate and advocate for process improvements and actively propel innovation in alignment with existing strategy.
• Independently perform actuarial and analytic analyses to solve business problems and apply judgment appropriately.
• Drive day to day execution within unit.
• Promote efficiency across primary working group, balancing additional effort against incremental lift gained from work.
• Make decisions independently in accordance with department practices.
• Consistently provide direction and review others' analytical work.
• Communicate on a regular basis with staff, peers and business partners and on an occasional basis with senior leaders.
• Tailor communication of analysis, project results, and other business initiatives to audience.
• Staff responsibilities are likely to include direct management of a small team of individual contributors.
• Execute and communicate talent development processes, including performance and personal development goals.

Senior Director, Actuarial & Analytics – Cross-Line Initiatives

• 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.

Portfolio Manager, BI Loss Sensitive Underwriting Standards – Practices

• Under direct supervision, underwrites and assesses risk and makes recommendations for less complex accounts in a market segment.
• Establishes effective relationships with customers, agents and brokers.
• Develops consultative sales and marketing skills through their interaction with agents/brokers and via coaching from their manager.
• Develops negotiation skills through their interaction with agents/brokers and via coaching from their manager.
• Develops planning and organization skills necessary to effectively manage desk and assume a territory.
• Effectively collaborates with others on all aspects of job. Understands the need to seek enterprise-wide solutions to business problems.
• Takes initiative for personal development and seeks to learn through underwriting, marketing, and other related opportunities.
• Perform other duties as assigned.