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Risk Control Account Consultant, Boiler and Machinery

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Travelers Canada
Full Time position
Listed on 2026-01-26
Job specializations:
  • Business
    Risk Manager/Analyst
Job Description & How to Apply Below
* Maintain a consistent field presence, spending approximately 20% - 50% of the time onsite with customers. Traveling to customers may entail long-distance, overnight travel, and/or multi-night trips depending on the needs of the business and alignment with territory and/or geography.
* Serve as resource to business partners in development of insurance deal and account retention strategies.
* Consult with clients on strategies for controlling hazards to reduce or prevent losses. Influence clients to implement recommendations. Develop comprehensive plan for services to be delivered, appropriate resources to be used, and pricing approach. Negotiate with and manage client expectations to achieve appropriate balance between service and cost.
* Estimate engineering expense on large schedule accounts by researching jurisdictional databases and websites, comparing existing account workloads, and soliciting input from local consultants and managers.
* Design and document Engineering Service Instructions for assigned accounts. Coordinate contact information, inspection procedures and report distribution in accordance with client expectations. Monitor account for level of risk control, status of recommendations, report quality, internal and vendor services. Ensure appropriate resources are available.
* Serve as B&M liaison to support our other business segments, for both RC and underwriting staff. Coordinate joint visits and provide B&M expertise.
* Build and maintain productive relationships with underwriting and service teams assigned to the business, with the broker/agent community, with Claim, with other Risk Control staff, and with clients.
* Maintain current knowledge of Risk Control service products. Work with client on the application of Risk Control service products that will result in loss reduction and/or achieving client risk management goals.
* Perform other duties as assigned.
* Bachelor's degree in related field.
* Possess National Board “Inservice Commission.”
* Relationship management skills, service proposal and stewardship presentation skills.
* Experience providing technical training.
* Must have relationship management skills, service proposal and stewardship presentation skills, and be capable of providing technical training.
* ARM or other appropriate professional designation preferred.
* National Board Inservice commission preferred.
* Technical Skills.
* Demonstrates a basic understanding of mechanical and electrical principles as they relate to equipment breakdown insurance coverages.
* Possesses a basic knowledge equipment maintenance practices.
* Has mastered Risk Control computer systems applications relevant for their area.
* Business Knowledge.
* Demonstrates a thorough understanding of equipment breakdown insurance.
* Understands Commercial Lines insurance products.
* Fully understands Risk Control performance standards.
* Fully understands Risk Control’s service products.
* Knows and understands the business plans for Boiler’s marketing unit.
* Customer Service.
* Balances customer expectations and expense constraints.
* Builds credibility with internal and external customers.
* Creates customer satisfaction through communication with the client and proper application of risk control services.
* Interpersonal Skills.
* Negotiates effectively on price and service issues.
* Makes complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge.
* Influences others to take action on recommendations.
* Listens effectively.
* Strong interpersonal skills.
* Strong written and verbal communication skills.
* Analytical Skills.
* Identifies loss trends and opportunities to apply Risk Control services.
* Resource Management.
* Makes sound judgments about appropriate service levels for customers.
* Effectively assesses resource requirements.
* Continually assesses workload in light of business priorities; directs own efforts accordingly.
* Identifies methods for improving personal productivity.
* National Board of Boiler and Pressure Vessel Inspector’s Inservice commission preferred.
* Three years of experience in the boiler and machinery industry or a…
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