Kathryn Joerg
Managing Account Executive at Travelers - Custom risk management solutions for asset managers
- Role
- Managing Account Executive, Bond & Specialty Insurance at Travelers
- Location
- West Hartford, CT, US
- LinkedIn followers
- 500 followers
About Kathryn Joerg
I am passionate about empowering asset managers to effectively mitigate risk, enabling them to focus on their core business: managing assets on behalf of their investors. I specialize in providing tailored insurance solutions for registered investment advisors, hedge funds, private equity firms, mutual funds, and real estate investment firms.I went to Quinnipiac University in Hamden, CT where I majored in Finance and minored in French and I have earned my MBA at the University of Connecticut with concentrations in Finance and Marketing. In my free time I enjoy traveling, golfing and all things art-related.
Experience
Managing Account Executive, Bond & Specialty Insurance
Sep 2025 — Present · Hartford, CT, US
Manage a team of three Asset Management underwriters across two offices with a focus on driving profitable growth and ensuring execution of underwriting strategy.Foster and maintain strong agency relationships with key partners nationwide, working closely with the team to support long-term success.
Education
Quinnipiac University
Finance, B.S. in Finance, French Minor
2009 — 2013
University of Connecticut
Master of Business Administration (MBA), Concentrations in Finance and Marketing
2016 — 2021
Skills
- Powerpoint
- Microsoft Excel
- Data Analysis
- Corporate Finance
- Social Media
- Sap
- Bloomberg
- Microsoft Word
- Financial Reporting
- Outlook
- Capital Iq
- Social Networking
- Leadership
- Microsoft Office
- Indesign
- Analysis
- Bloomberg Terminal
- Access
- Budgets
- Finance
- French
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