The Financial Analyst in Surety handles underwriting, negotiates accounts, maintains broker relationships, and identifies new business opportunities while ensuring profitability.
Who Are We?
Solid reputation, passionate people and endless opportunities. That’s Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers – and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
Job Category
Target Openings
What Is the Opportunity?
- Responsible for the profitability, growth, and retention of an assigned book of business through knowledge and understanding of Travelers risk appetite to make appropriate decisions within own underwriting authority.
- Underwrite and negotiate customer accounts to minimize risk and maximize profitability.
- Develop and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
- Develop relationships with external partners by regularly meeting with brokers to market and promote 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.
- Execute sales plans to ensure retention and new business targets are met.
- Perform other duties as assigned.
- Bachelor’s degree in a finance-related discipline
- One to three years of finance-related experience or management liability, professional liability and/or surety underwriting experience
- Knowledge of management liability, professional liability and/or surety products, the regulatory environment, and the local insurance market
- Relevant experience interacting with brokers
- Associateship of Canadian Surety Bonding designation
- Financial acumen, including the ability to understand financial statements and client’s loss history
- Critical thinking skills with the ability to identify routine underwriting, marketing or financial challenges and analyze available information to make decisions in alignment with our risk appetite
- One year of finance-related experience or relevant insurance or underwriting experience
- Valid driver’s license or alternative means of transportation
- Travel 10-25% of time
What Is in It for You?
- Health Insurance: Employees and their eligible family members – including spouses, partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan (“DPSP”). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off (“PTO”) annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve 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.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
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 http://careers.travelers.com/life-at-travelers/benefits/.
Similar Jobs
Cloud • Information Technology • Security • Software • Cybersecurity
The Senior Sales Manager will lead sales efforts in Western Canada, manage a sales team, develop strategies to drive revenue, and foster customer relationships.
Top Skills:
IaasInformation SecurityNetworking
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
As a backend engineer at CrowdStrike, you will design cloud protocols, scale backend systems, troubleshoot failures, and collaborate with teams to build resilient architectures, ensuring high-quality software deployment.
Top Skills:
AWSAzureCassandraCloud EnvironmentsDistributed SystemsElasticsearchGCPGoKafkaNetwork ProtocolsScala
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
As a Sandbox UI Developer, you'll collaborate to enhance the CrowdStrike website with a focus on user experience and modern web technologies, primarily using Vue.js.
Top Skills:
BootstrapGruntGulpJavaScriptMaterializePlaywrightSeleniumVueWebdriverioWebpack
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
