Rachel Phillips
Regional Distribution Analyst at Travelers
- Role
- Mid Atlantic Regional Distribution Analyst at Travelers
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Rachel Phillips
My official job title is “Regional Distribution Analyst.” My friends would say…
Experience
Mid Atlantic Regional Distribution Analyst
Oct 2022 — Present · Pittsburgh, PA, US
The Enterprise Distribution & Agency Experience (EDAE) team is responsible for driving profitable growth across all of Travelers\' business units and fostering positive relationships with regional and national brokers. As a Regional Distribution Analyst, I am responsible for successfully planning and executing on regional strategies, distribution management, analytics, and marketing in support of regional objectives. Job Duties- Prepare monthly and quarterly reports for Regional Distribution meetings, agent/broker results and agent/broker meetings. Participate in top agent meetings providing updates on M&A activity, etc- Serve as central point of coordination for agency support services with regional & local business teams, Agency Administration, Agency Automation and agents/brokers. In addition to all agencies in the Mid Atlantic (11,700+ agencies), serve as the primary Travelers point of contact for 7 of the Top 50 National Broker Relationships- Follow Agency Administration Guidelines and individual state regulations to collect documentation and process changes related to mergers & acquisitions. Communicate changes to business units and coordinates updates to agreements with Agency Compensation- Facilitate effective communication across region on agent/broker initiatives, news and insights. Maintain distributor profiles and regional access & contact guides- Follow best practices to assist in preparation and coordination of Distribution Leadership and Distribution Production meetings- Assist regional teams with effective agency planning- Lead, participate and/or provide input on regional projects and initiatives- Coordinate and maintain regional calendar of EDM events (e.g. sponsorships, product fairs, trade shows, associations and/or agency events). Oversee regional EDM marketing budget.
Education
University of Pittsburgh
Master of Education - MEd, Higher Education Management
York Country Day School
High School
James Madison University
Bachelor of Arts - BA, Communication Studies
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