3 Senior Management Roles jobs in Montclair
Strategic Planning Sr Director
91773 San Dimas, California
ADP
Posted 3 days ago
Job Viewed
Job Description
**ADP is hiring a Strategic Planning Sr. Director**
Are you an innovative thought leader focused on transformation, growing market share, and expanding internal and external collaboration? Come join our best-in-class, entrepreneurial Smart Compliance Solutions Business as our Strategic Planning Sr. Director.
As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic initiatives that fuel transformational growth, client experience and innovative advancements for the Compliance and Shared Services business.
You will collaborate and expand cross-functional (internal and external) business partnerships including Sales, Finance, Global Product & Technology, Compliance Solutions, Legal & Compliance, National Accounts (NAS), Major Accounts (MAS), Small Business Services (SBS) and external partners to enable our opportunity to capitalize on our competitive advantage. You will also build and lead our market facing partner strategy, building mutually beneficial external partnerships that will accelerate incremental growth. You will oversee strategic initiatives from ideation through execution.
The **Strategic Planning Sr. Director** will influence the strategy to address internal or external business, growth, CX, regulatory opportunities and proactively identify and solve the most complex problems that impact the direction of the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across functions (GPT, sales, marketing, finance, operations, external partners) and Business Units to build business cases, lead multidisciplinary projects and execute strategic initiatives. Anticipates internal and external business challenges, opportunities and recommends process, product, or service improvements. Contributes and drives the strategic plan.
Key Responsibilities:
+ Assess current portfolio of projects and provide insight and expertise regarding prioritization and execution, to achieve growth milestones
+ Formulate new business strategies, research & identify innovative opportunities and paths for long-term growth
+ Proactively identifies and solves the most complex problems; uses ground-breaking methods to think beyond existing solutions
+ Works to facilitate the implementation of strategic programs, with a view towards improving growth, client experience, increasing business effectiveness and reducing risk
+ Coordinates input from all major business units to facilitate the integration of individual business unit plans with the Compliance Solutions Strategic plan and ADPs corporate plan
+ Analyzes industry trends and reports for the betterment of business performance, process and growth.
+ Lead and execute the Business Development strategy with external partners, by identifying and building mutually beneficial relationships that will accelerate growth.
+ Anticipates business and regulatory issues; recommends product, process or service improvements.
+ Leads highly visible multidisciplinary project teams or initiatives; provides thought leadership. Conducts environmental scans, organizational positioning analyses and other studies.
+ Develops and delivers presentations, briefings and other forms of communication on strategy
+ Communicate complex ideas, anticipate potential objections and persuade others, often at senior levels, to adopt a different point of view.
+ Negotiate with senior management, customers, partners, or vendors to influence decisions.
+ Perform other related duties such as operational analyses and presentations
**TO SUCCEED IN THIS ROLE:** Requirements
+ 15+ years relevant experience in strategic partnerships, program management, or LEAN methodologies
+ Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures
+ Knowledge of the Tax, Payroll, ERPs, System Integrators, and Software industry
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ Strong content creation and business storytelling / presentation skills (PowerPoint)
+ Prior experience in identifying and developing relationships with key decision makers
+ Ability to translate technical complexities into business value for partners
+ Strategic thinking ability to identify long-term growth opportunities and build trusted partnerships.
+ Strong analytical and problem-solving skills to navigate complex partner challenges and tailor solutions accordingly.
+ Must be independently driven; very strategic and can think creatively in partnership models for Compliance Solutions.
+ Excellent communication and presentation skills with the ability to manage within a matrixed environment
+ Collaborative team player who can adapt to a fast-paced dynamic environment
+ Demonstrated ability to collaborate across organizations and cross-functional teams to drive successful outcomes
+ Display a comprehensive understanding of a partner economic model
+ Demonstrated skills in content development, workshop development and facilitation (Kaizen), program/project management, problem solving, and attention to detail
+ Strong strategic and critical thinking skills
+ Self-starter with the ability to multi-task and launch and manage programs with minimal supervision
+ Ability to influence and drive consensus across diverse teams.
+ Highly connected to development efforts, pilots/feedback, and deployment of new/enhanced toolsets
**A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:**
+ Experience noted above, OR
+ Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success
**BONUS POINTS FOR THESE:** _Preferred Qualifications_
+ MBA degree or equivalent in education and experience.
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ A solid command of business communication tools and strategies.
+ Proven track record in achieving business results.
+ Requires relevant expertise in a professional, sales or technical area.
+ Requires conceptual and practical expertise in own discipline and basic knowledge of related disciplines.
+ Has knowledge of best practices and how own area integrates with others; is aware of the competitions and the factors that differentiate them in the market.
#LI-IB1
#LI-HYBRID
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $126,800.00 - $339,660.00 / Year*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Are you an innovative thought leader focused on transformation, growing market share, and expanding internal and external collaboration? Come join our best-in-class, entrepreneurial Smart Compliance Solutions Business as our Strategic Planning Sr. Director.
As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic initiatives that fuel transformational growth, client experience and innovative advancements for the Compliance and Shared Services business.
You will collaborate and expand cross-functional (internal and external) business partnerships including Sales, Finance, Global Product & Technology, Compliance Solutions, Legal & Compliance, National Accounts (NAS), Major Accounts (MAS), Small Business Services (SBS) and external partners to enable our opportunity to capitalize on our competitive advantage. You will also build and lead our market facing partner strategy, building mutually beneficial external partnerships that will accelerate incremental growth. You will oversee strategic initiatives from ideation through execution.
The **Strategic Planning Sr. Director** will influence the strategy to address internal or external business, growth, CX, regulatory opportunities and proactively identify and solve the most complex problems that impact the direction of the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across functions (GPT, sales, marketing, finance, operations, external partners) and Business Units to build business cases, lead multidisciplinary projects and execute strategic initiatives. Anticipates internal and external business challenges, opportunities and recommends process, product, or service improvements. Contributes and drives the strategic plan.
Key Responsibilities:
+ Assess current portfolio of projects and provide insight and expertise regarding prioritization and execution, to achieve growth milestones
+ Formulate new business strategies, research & identify innovative opportunities and paths for long-term growth
+ Proactively identifies and solves the most complex problems; uses ground-breaking methods to think beyond existing solutions
+ Works to facilitate the implementation of strategic programs, with a view towards improving growth, client experience, increasing business effectiveness and reducing risk
+ Coordinates input from all major business units to facilitate the integration of individual business unit plans with the Compliance Solutions Strategic plan and ADPs corporate plan
+ Analyzes industry trends and reports for the betterment of business performance, process and growth.
+ Lead and execute the Business Development strategy with external partners, by identifying and building mutually beneficial relationships that will accelerate growth.
+ Anticipates business and regulatory issues; recommends product, process or service improvements.
+ Leads highly visible multidisciplinary project teams or initiatives; provides thought leadership. Conducts environmental scans, organizational positioning analyses and other studies.
+ Develops and delivers presentations, briefings and other forms of communication on strategy
+ Communicate complex ideas, anticipate potential objections and persuade others, often at senior levels, to adopt a different point of view.
+ Negotiate with senior management, customers, partners, or vendors to influence decisions.
+ Perform other related duties such as operational analyses and presentations
**TO SUCCEED IN THIS ROLE:** Requirements
+ 15+ years relevant experience in strategic partnerships, program management, or LEAN methodologies
+ Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures
+ Knowledge of the Tax, Payroll, ERPs, System Integrators, and Software industry
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ Strong content creation and business storytelling / presentation skills (PowerPoint)
+ Prior experience in identifying and developing relationships with key decision makers
+ Ability to translate technical complexities into business value for partners
+ Strategic thinking ability to identify long-term growth opportunities and build trusted partnerships.
+ Strong analytical and problem-solving skills to navigate complex partner challenges and tailor solutions accordingly.
+ Must be independently driven; very strategic and can think creatively in partnership models for Compliance Solutions.
+ Excellent communication and presentation skills with the ability to manage within a matrixed environment
+ Collaborative team player who can adapt to a fast-paced dynamic environment
+ Demonstrated ability to collaborate across organizations and cross-functional teams to drive successful outcomes
+ Display a comprehensive understanding of a partner economic model
+ Demonstrated skills in content development, workshop development and facilitation (Kaizen), program/project management, problem solving, and attention to detail
+ Strong strategic and critical thinking skills
+ Self-starter with the ability to multi-task and launch and manage programs with minimal supervision
+ Ability to influence and drive consensus across diverse teams.
+ Highly connected to development efforts, pilots/feedback, and deployment of new/enhanced toolsets
**A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:**
+ Experience noted above, OR
+ Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success
**BONUS POINTS FOR THESE:** _Preferred Qualifications_
+ MBA degree or equivalent in education and experience.
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ A solid command of business communication tools and strategies.
+ Proven track record in achieving business results.
+ Requires relevant expertise in a professional, sales or technical area.
+ Requires conceptual and practical expertise in own discipline and basic knowledge of related disciplines.
+ Has knowledge of best practices and how own area integrates with others; is aware of the competitions and the factors that differentiate them in the market.
#LI-IB1
#LI-HYBRID
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $126,800.00 - $339,660.00 / Year*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
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0
Director Strategic Partnerships and Planning - US Based Remote
92516 Riverside, California
Anywhere Real Estate
Posted 3 days ago
Job Viewed
Job Description
**Director, Strategic Partnerships & Planning**
This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and building out Anywhere's new business line under a new brand, Upward Title & Closing. This business line will consist of joint ventures between Anywhere Integrated Services' wholly owned title and closing companies and participating Anywhere Brands real estate affiliates.
This role will be responsible for supporting Upward's go to market roadmap; and leading the collaboration with partners and leadership to build a high-impact business plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies.
Successful individuals in this role can plan on earning a competitive base salary and variable compensation.
**Key Responsibilities:**
- Partner Management - Support ownerships of broker-owner relationships, input, and questions from Anywhere franchisees during the 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success.
- Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including: identifying viable geographies for additional affiliate outreach, working with finance to build pro-formas, and collaborating with internal stakeholders and external partners on office footprint, staffing, and implementation decisions
- Leadership & Communications - Serve a key communicator and program owner during the 3-5 month implementation phase. Set a precedent for thoughtful listening and iteration. Ensure launch progress and key decisions are clearly and enthusiastically communicated to internal stakeholders, including leaders in operations, legal, finance, marketing, and Anywhere brand partners.
- Thoughtful Implementation - Collaborate with internal teams to own and iterate on the workplan and ensure all launch processes are efficient and impact-oriented. Think outside the box on how things should (or could) be done.
**Minimum Requirements:**
- 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required.
- Experience in working closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus.
- High degree of confidence working with financial models and partnering with finance stakeholders
- Expert in program management and ownership, including data-driven iteration on the value proposition, processes, and communications of a complex program/offering.
- Proven experience in leadership level communications and presentations; experience in managing external partners a plus.
- Stellar communication and presentation skills
- Superb time management skills and a strong sense of ownership for outcomes
- Ability to work independently, including analyzing and proposing changes in strategy, tools, and structure
- Diverse candidates, thinking, and backgrounds encouraged!
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.
Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).
Anywhere Real Estate Inc. ( **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate ( , Century 21® ( , Coldwell Banker® ( , Coldwell Banker Commercial® ( , Corcoran® ( , ERA® ( , and Sotheby's International Realty® ( , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report ( .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and building out Anywhere's new business line under a new brand, Upward Title & Closing. This business line will consist of joint ventures between Anywhere Integrated Services' wholly owned title and closing companies and participating Anywhere Brands real estate affiliates.
This role will be responsible for supporting Upward's go to market roadmap; and leading the collaboration with partners and leadership to build a high-impact business plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies.
Successful individuals in this role can plan on earning a competitive base salary and variable compensation.
**Key Responsibilities:**
- Partner Management - Support ownerships of broker-owner relationships, input, and questions from Anywhere franchisees during the 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success.
- Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including: identifying viable geographies for additional affiliate outreach, working with finance to build pro-formas, and collaborating with internal stakeholders and external partners on office footprint, staffing, and implementation decisions
- Leadership & Communications - Serve a key communicator and program owner during the 3-5 month implementation phase. Set a precedent for thoughtful listening and iteration. Ensure launch progress and key decisions are clearly and enthusiastically communicated to internal stakeholders, including leaders in operations, legal, finance, marketing, and Anywhere brand partners.
- Thoughtful Implementation - Collaborate with internal teams to own and iterate on the workplan and ensure all launch processes are efficient and impact-oriented. Think outside the box on how things should (or could) be done.
**Minimum Requirements:**
- 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required.
- Experience in working closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus.
- High degree of confidence working with financial models and partnering with finance stakeholders
- Expert in program management and ownership, including data-driven iteration on the value proposition, processes, and communications of a complex program/offering.
- Proven experience in leadership level communications and presentations; experience in managing external partners a plus.
- Stellar communication and presentation skills
- Superb time management skills and a strong sense of ownership for outcomes
- Ability to work independently, including analyzing and proposing changes in strategy, tools, and structure
- Diverse candidates, thinking, and backgrounds encouraged!
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.
Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).
Anywhere Real Estate Inc. ( **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate ( , Century 21® ( , Coldwell Banker® ( , Coldwell Banker Commercial® ( , Corcoran® ( , ERA® ( , and Sotheby's International Realty® ( , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report ( .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
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1
Account Executive Officer/Sr. Underwriter - Management Liability
91765 Diamond Bar, California
Travelers Insurance Company
Posted 3 days ago
Job Viewed
Job Description
**Who Are We?**
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**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ 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 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. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **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.
**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.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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 .
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**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ 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 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. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **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.
**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.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
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 .
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