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Travelers Reg'l Dir, Sales Operations (Location Flexible) in Richardson, Texas



Reg'l Dir, Sales Operations (Location Flexible)

Target Openings:


Primary Job Duties & Responsibilities:

Financials/Analytics: Conducts post audits on regional marketing, underwriting, and pricing programs to determine financial impact on region's business results, and identify opportunities for program improvements. Interprets and communicates controllable Income at countrywide, regional and individual sales staff levels. Monitors financial and production results to ensure accuracy, assess impact, and identify opportunities for improving business results. Assists RVPs in developing and monitoring regional budget, including production and expenses. Analyzes and identifies opportunities for improving expenses. Analyze financials for business activities with agencies and other parties. (e.g. Book/block transfers. Influence: Recommends action steps or strategies to regional and senior management. Accesses management information from various systems. Formats, analyzes, interpret sand presents information to regional and senior management. Makes appropriate recommendations and negotiates with agencies on compensation. Assists in identifying, analyzing and preparing recommendations and negotiating regional and national business opportunities (e.g., agency deals, etc.) with clients. Obtains multiple assessments of a situation, review facts, weighs options and recommends most advantageous course of action to influence business results. Systematically identifies problems and evaluates alternative solutions. Uses appropriate tools. using appropriate tools to define problems. Strategic Planning: Assists RVP in developing and implementing marketing strategies with assigned agencies to achieve positive business results. Manages multiple projects/tasks at once for timely and quality results. Leadership: Manages a staff of Field Sales Operations Managers, Sales Specialists, or Administrative Assistants. Provides regional staff with guidance on strategic direction of the region and assists in motivating staff toward desired business results. Other duties as assigned.

Job Opening ID:


Environmental/Work Schedules/Other:

Travel (Frequently).

Equal Employment Opportunity Statement:

Travelers is an equal opportunity employer.

Job Specific & Technical Skills & Competencies:

Strong analytical skills including the ability to draw conclusions from analysis and make initial recommendations. Advanced ability to analyze multiple sources of information and develop alternative solutions. Advanced ability to quantify impact of various activities. Strong communication skills and advanced ability to clearly present ideas and concepts (orally and written) to management, regional staff, customers, other stakeholders and influence outcomes. Advanced problem solving skills. Advanced business acumen with Sales and Marketing knowledge. Advanced ability to effectively negotiate with business partners while building/maintaining long-term relationships. Advanced ability to plan and manage a project through implementation, involving coordination with various business units. Familiarity with other distribution systems. Advanced Definition: Demonstrates advanced knowledge and ability and can apply the competency in new or complex situations.

Job Category:


Job Summary:

Under General Direction, provides financial, analytic and marketing support to assigned Personal Insurance Field Sales region(s). Partners with RVPs, Channel CFO, Regional Directors within Sales Operations, and agency managers to set and achieve targeted PL business results. Incumbent manages others. General Direction Defined: Establishes procedures for attaining specific goals and objectives in a broad area of work. Generally final results are reviewed.

Position Type:


Education, Work Experience & Knowledge:

Personal lines business experience preferred. Thorough Microsoft Excel, PowerPoint, and Access software. Knowledge of Personal Lines systems preferred.

Physical Requirements:

Operates standard office equipment (Frequently). Sitting (can stand at will) (Frequently).

Minimum Qualifications:

Bachelors degree in Business, Marketing or related field. Minimum of 5 years experience in sales operations functions. Minimum of 2 years management experience. Thorough knowledge of financial reporting structure and reporting systems. Thorough understanding of the Property-Casualty business, Personal Lines and the Independent Agency system. Thorough Personal Insurance product knowledge. Thorough understanding of insurance business financials.

Company Information:

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.

Licensing or Certificates:

Not Required.

Primary Location:

Richardson - Texas - United States

Secondary Location:


We are committed to valuing the diversity that exists among our workforce, our business partners, our customers and our communities. With respect to our workforce, we are committed to not only increasing diversity in our hiring at all levels but also fostering an inclusive environment where all employees, regardless of race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by law, can develop and thrive.