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Travelers Associate Operations Account Specialist - Financial Institutions in Alpharetta, Georgia

Company Summary

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category


Target Openings


Job Description Summary

Travelers brings together people with different backgrounds and perspectives. We enable new ideas, innovation and a culture in which employees feel valued, respected, supported and empowered. Taking care of our customers, our communities and each other - that's the Travelers Promise. We seek innovative, solution-focused, and resourceful candidates with excellent communication skills. Join us on our journey to be the undeniable choice for the customer and an indispensable partner for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. Be part of a fast-paced team, working to achieve business goals and objectives while receiving mentorship that will enable you to reach your full potential.

Travelers offers a hybrid work location model that is designed to support flexibility. #LI-Hybrid

Primary Job Duties & Responsibilities

Your responsibilities include:

  • Become proficient managing multi-state, multi-line accounts throughout the lifecycle which could include rating/pricing, quoting and issuing policies as well as handling related account activity

  • Contribute to a positive workplace culture by building and maintaining strong working relationships with business partners and agents

  • Gain a rich understanding of business processes by leveraging standardized workflows and state compliance guidelines

  • Synthesize multiple sources of information to make sound decisions

  • Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence

  • Make a difference to our customers by executing on service level commitments and delivering quality products in a timely manner

Minimum Qualifications

  • High School Diploma

  • Basic knowledge of Microsoft Suite applications (Word, Excel, etc.)

Education, Work Experience, & Knowledge

  • Completion of higher education coursework

  • Insurance Education/Designations (CPCU, CIC, etc.)

Job Specific Technical Skills & Competencies

Accountability: Takes ownership and responsibility for actions and outcomes, performance and results.

Analytical Thinking and Judgment Decision Making: Identifies current or future problems or opportunities. Analyzes, synthesizes and compares information to understand issues. Identifies cause and effect relationships and explores alternative solutions to support sound decision making.

Embracing Change and Leading Transitions: Remains energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates change leadership by influencing and advocating for change. Maximizes the benefits of Product and Platform investments through utilization of best practices.

Communication: Demonstrates effective verbal, written, and listening communication skills.

Relationship Management: Provides service excellence to internal and external partners, delivering an experience that exceeds the customer expectations.

Teamwork: Collaboration in situations when actions are interdependent, and a team is mutually responsible to produce desired results.

Diversity and Inclusion: Values different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Embraces diversity of thought that will promote a more inclusive work environment.

Valuing and Developing Talent: Continuously develops skills and competencies that will better enable you and Enterprise Operations to reach business goals.

Customer Focus: Provides service excellence to internal or external clients

Time Management: Ability to prioritize, highly organized, able to multi-task in order to meet deadlines.

Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit .