Travelers

• Select, train and manage a team of Sales Executives to develop long-term and short-term plans aligned with business objectives, achieve and exceed sales targets, and operate within Travelers' Vision and Values. • Coordinate sales planning and quarterly performance reviews. • Create an environment that fosters high performance, continuous learning, and proactive initiative. • Oversee and influence a team responsible for developing and implementing advanced sales strategies to expand and manage territory, with the objective of driving profitable growth. • Own assigned territory, including development of business strategy, leveraging performance metrics to create annual plans and managing territorial performance. • Conduct high-level agency diagnostics to identify growth opportunities, facilitate strategic appointments, and nurture long-term relationships. • Proactively manage measures of point-of-sale success, sales plan effectiveness and customer satisfaction. • Ensure the prospecting, onboarding and establishment of performance goals for new agencies, while providing training and support. • Oversee in-person office visits to strengthen key partnerships. • Influence key agency partners through exceptional communication, negotiation, and leadership skills. • Collaborate with internal teams, such as, Product, Underwriting, and Operations to ensure alignment of sales strategies with broader business objectives. • Demonstrate the ability to build partnerships with other business groups to identify and initiate multiple product solutions at the account level. • Leverage expertise in competitor products and market trends to enhance organizational learning and identify opportunities, serving as a significant resource for competitive intelligence and distribution channel insights in the region. • Represent region or territory at agency council meetings and supports corporate agency management in handling strategic distribution relationships with key brokers and cross-enterprise resources. • Utilize thorough knowledge of Travelers' systems, platforms, and sophisticated data and analytics to guide strategic sales decisions, measure performance metrics and identify opportunities for additional products and services to maintain a balanced portfolio. • Analyze market, distribution channel and product offerings, identify gaps and strategic opportunities, and work with business partners to develop plan to increase market share and drive profitable growth. • Ensure team leverages AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools. • Perform other duties as assigned.

• Attract, Retain and Develop World Class Talent: Proactive recruitment of talent; work with management establishing and implementing a strategic staffing strategy. Effective orientation and on-boarding. Manage staff performance; implement strategies and plans to address staff development; identify and address training needs on an ongoing basis; provide frequent performance feedback. • Provide Compelling Claim Services: Employ proper claim handling techniques to protect the integrity of our brand and providing consistent service quality and streamlined processes to add value for our customers. Develop and execute a strategic file management plan that achieves optimal file resolution and business results. • Drive the Information Advantage: Successfully leverage data, management information, and technology to identify and make the most of opportunities to support business strategies and improve results. • Partner for Mutual Success: Develop and maintain effective relationships with colleagues, business partners, customers, agents, regulatory agencies, and others to achieve organizational goals and create better outcomes. • Conduct quality file reviews per office/best practices guidelines. Conduct ride-along inspections/reinspections with claim professionals to provide coaching and feedback.

• Design, implement, and maintain a quality assurance measurement and review program for the E&S Wholesale Division. • Perform complex quality reviews adhering to program guidelines and audit standards, including re-performing audits of peers and/or vendor partners; requires increased independent judgment and discretion. • Analyze quality review results to assess performance, identify trends, and surface opportunities for improvement; present findings to business leaders as needed. • Develop and communicate implementation tools to drive ongoing process improvements to employees on a monthly basis. • Ensure quality assurance findings are corrected, documented, and tracked to resolution. • Actively participate in QA meetings and discussions; provide feedback to managers, coaches, and individual employees regarding quality reviews. • Manage and facilitate implementation of changes to QA processes, including program design and attributes. • Lead all testing and evaluation efforts related to systems updates or enhancements tied to new regulatory requirements. • Evaluate State Regulatory Filings for accuracy and completeness, ensuring they are prepared in accordance with state-specific requirements and cadence; serve as the technical resource for carrier or state regulatory audits. • Serve as the primary point of contact for Legal/Compliance to ensure newly enacted state statutory and regulatory requirements are reflected in systems configuration, training guidance, and workflow processes. • Monitor team operations to ensure compliance with SOX, internal controls, and regulatory requirements; assist in developing and implementing action plans as needed. • Champion and model change management behaviors to support organizational evolution. • Maintain high visibility of the Quality program by reporting on progress and successes across the organization. • Provide support and technical expertise to internal partners (e.g., Corporate Audit) as needed. • Perform other duties as assigned.

• Handles 1st party property claims of moderate severity and complexity as assigned. • Completes field inspection of losses including accurate scope of damages, photographs, written estimates and/or computer assisted estimates. • Broad scale use of innovative technologies. • Investigates and evaluates all relevant facts to determine coverage, damages and liability of first-party property damage claims (including but not limited to analyzing leases, contracts, by-laws and other relevant documents which may have an impact), damages, business interruption calculations and liability of first-party property claims under a variety of policies. • Secures recorded or written statements as appropriate. • Establishes timely and accurate claim and expense reserves. • Determines appropriate settlement amount based on independent judgment, computer assisted building and/or contents estimate, estimation of actual cash value and replacement value, contractor estimate validation, appraisals, application of applicable limits and deductibles and work product of Independent Adjusters. • Negotiates with multiple constituents, i.e.; contractors or insured’s representatives and conveys claim settlements within authority limits. • Writes denial letters, Reservation of Rights and other complex correspondence. • Properly assesses extent of damages and manages damages through proper usage of cost evaluation tools. • Meets all quality standards and expectations in accordance with the Knowledge Guides. • Maintains diary system, capturing all required data and documents claim file activities in accordance with established procedures. • Manages file inventory to ensure timely resolution of cases. • Handles files in compliance with state regulations, where applicable. • Provides excellent customer service to meet the needs of the insured, agent and all other internal and external customers/business partners. • Recognizes when to refer claims to Travelers Special Investigations Unit and/or Subrogation Unit. • Performs administrative functions such as expense accounts, time off reporting, etc. as required. • Provides multi-line assistance in response to workforce management needs; including but not limited to claim handling for Auto, Workers Compensation, General Liability and other areas of the business as needed. • May provides mentoring and coaching to less experienced claim professionals. • May attend depositions, mediations, arbitrations, pre-trials, trials and all other legal proceedings, as needed. • CAT Duty ~ This position will require participation in our Catastrophe Response Program, which could include deployment away for a minimum of 16 days (includes 2 travel days) to assist our customers in other states. • Must secure and maintain company credit card required. • In order to perform the essential functions of this role, acquisition and maintenance of Insurance License(s) and/or a UAS Remote Pilot Certification may be required to comply with federal, state, and Travelers requirements.

• Complete investigations and make decisions and recommendations for claims with varying levels of severity and complexity across multiple jurisdictions. • Establish and update estimates to reflect exposure. • Develop and employ creative resolution strategies. • Implement proactive action plans and resolution strategies created in partnership with customers, fronting carriers, and stakeholders. • Communicate claim status efficiently and effectively with all parties, which may include business partners, injured employees, medical providers, and legal counsel while utilizing various digital channels, actively listening, and processing information. • Maintain open lines of communication and anticipates touchpoints to engage the customer so they are kept apprised of any changes on each claim and to discuss strategies. • Provide quality customer service, ensure file quality, timely coverage analysis, and communication with the customer based on application of policy information to facts or allegations of each case. • Fulfills specific service commitments made to certain accounts, as outlined in Special Account Communication (SAC) instructions, as well as adhering to fronting carrier handling requirements. • Actively engage in the identification, selection and direction of appropriate internal and/or external resources for specific activities required to effectively resolve claims. • Maintain and document claim file activities in accordance with established procedures and customer/fronting carrier expectations. • To perform the essential functions of the job, acquisition and maintenance of Insurance License(s) may be required to comply with state and Travelers requirements.

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth. • Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance. • Conduct in-depth agency diagnostics to assess performance and identify growth opportunities. • Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual). • Prospect, onboard and set performance goals for new agencies, while providing training and support. • May pre-qualify accounts as needed. • Influence agency partners through effective communication and negotiation skills. • Collaborate with internal teams, such as, Product and Underwriting to ensure alignment of sales strategies with business objectives. • Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines. • May identify book transfer opportunities. • Develop knowledge of competitor products and capabilities and local market trends. • Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process. • Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools. • Perform other duties as assigned.

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth. • Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance. • Conduct in-depth agency diagnostics to assess performance and identify growth opportunities. • Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual). • Prospect, onboard and set performance goals for new agencies, while providing training and support. • May pre-qualify accounts as needed. • Influence agency partners through effective communication and negotiation skills. • Collaborate with internal teams, such as, Product and Underwriting to ensure alignment of sales strategies with business objectives. • Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines. • May identify book transfer opportunities. • Develop knowledge of competitor products and capabilities and local market trends. • Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process. • Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools. • Perform other duties as assigned.

• 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. • This position requires participation in our Catastrophe Response Program, which could include deployment to assist our customers in other states. • This position requires the individual to access and inspect all areas of a dwelling or structure, which is physically demanding requiring the ability to carry, set up and climb a ladder weighing approximately 38 to 49 pounds, walk on roofs, and enter tight spaces (such as attic staircases and entries, crawl spaces, etc.) . • Perform other duties as assigned.

• 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. • This position requires participation in our Catastrophe Response Program, which could include deployment to assist our customers in other states. • This position requires the individual to access and inspect all areas of a dwelling or structure, which is physically demanding requiring the ability to carry, set up and climb a ladder weighing approximately 38 to 49 pounds, walk on roofs, and enter tight spaces (such as attic staircases and entries, crawl spaces, etc.). • Perform other duties as assigned.

• 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. • In order to perform the essential functions of this role, acquisition and maintenance of Insurance License(s) and/or a UAS Remote Pilot Certification may be required to comply with federal, state, and Travelers requirements. • This position requires participation in our Catastrophe Response Program, which could include deployment to assist our customers in other states. • This position requires the individual to access and inspect all areas of a dwelling or structure, which is physically demanding requiring the ability to carry, set up and climb a ladder weighing approximately 38 to 49 pounds, walk on roofs, and enter tight spaces (such as attic staircases and entries, crawl spaces, etc.). • While specific territory or day-to-day responsibilities may not require an individual to climb a ladder, the incumbent must be capable of safely climbing a ladder when deploying to a catastrophe which is a requirement of the position. • Perform other duties as assigned.