Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards & Milestones
Generic
BOBBY GUERRERO

BOBBY GUERRERO

Dallas

Summary

Account Executive at Travelers with four years of specialized experience in underwriting and agency dynamics. Proven ability to evaluate complex risks and develop competitive coverage solutions while fostering strong agency partnerships. Dedicated advocate for talent development, committed to nurturing team growth and success. Actively pursuing the Chartered Property Casualty Underwriting Designation to deepen industry knowledge and enhance professional contributions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Account Executive – Select Accounts

Travelers Insurance
04.2024 - Current

Field underwriter for select accounts for all of West Texas. I serve as agencies trusted advisor assessing complex risks, negotiating terms, and making underwriting decisions to support profitable growth in a fast-paced, high volume environment. I partner internally with a sales counterpart to drive new business flow.


Key Achievements 2025:

  • Maintained a plus hit rate of 21.1% exceeding the regional goal plus hit rate of 15%.
  • Successfully expanded the high-growth target segments, achieving a 57% year-over-year increase in premium. 48% of new business written this year is in high-growth segments.
  • Demonstrated leadership with a new sales executive onboarding by taking ownership of territory strategy and collaborating to target key agency partners.
  • Demonstrated strong recruiting efforts, effectively expanding the Travelers talent pool. Guest speaker at an upper classman (3,000) level insurance operations course.
  • Increased responsibilities by coaching a UPDP. Responsibilities including reviewing field training and home office training modules with the UPDP by having weekly touch points.
  • Continued involvement in Leadership Excellence and Development program on track to graduate from the program in October, 2025.
  • Solo presentation performed at a producer school, allowing new agency producers insight into what select accounts has to offer.


Key Achievements 2024:

  • Achieved 3 Million in new business production in 2024.
  • Increased Workers Compensation written premium by 17%.
  • Achieved a hit rate of 27.9% for plus new business.
  • Served as the intern coach which led to the first successful full-time conversion since 2020.
  • Increased responsibility with the transition to a outside territory. Exercised agency relationship management skills by traveling and hosting agency engagements.
  • Accepted into the Leadership Excellence and Development (LEAD) program.
  • Guest speaker for an Introduction to Risk Management (2,500) level course at University Of North Texas.
  • Featured in UNT’s Risk Management and Insurance career fair video. Representing Travelers underwriting.

Associate Account Executive – Select

Travelers Insurance
04.2022 - 04.2024


Key Achievements 2023:

  • 159% to plan, and 170% to plus production goal.
  • Increase of 78% new business written over 2022 results.
  • Increased responsibilities additional territory added working with a second SE handling an inside territory.
  • Industry Hub advocate, spearheaded informing our south central team about the updates made to each industry.


Key Achievements 2022:

  • Exceeded 2022 new business production goal achieving 117% to goal writing a total of 1.9M in premium.
  • Achieved a 56.3% hit rate on new business.
  • Serving as the elected underwriting representative at UNT Risk Management and Insurance career fairs.
  • 130% to plan on express business, highest on my team.

Underwriting Professional Development Program – Select

Travelers Insurance
06.2021 - 04.2022

Completed a full year program focused on property and casualty underwriting and agency relationship management.


Key Achievements:

  • Passed all the examinations with satisfactory grading criteria.
  • Received my first agency assignment in November working with Fort Worth agencies.
  • Began involvement with career fair events at University Of North Texas

Intern - Select Accounts

Travelers Insurance
06.2020 - 08.2020
  • Performed WC callouts on express accounts, gained first hand experience in working with agents and relayed information back to underwriters.
  • Networked amongst several BI departments to create a reference sheet, document acted as a quick summary of appetite for a BU.
  • Collaborated with regional interns on a project on the benefits of implementing wearable technology in the workplace and in the field.

Education

BS - Risk Management and Insurance

University Of North Texas
05-2021

Skills

  • Underwriting philosophy & Risk appetite development
  • Agency relationship management
  • Understanding of property and casualty lines
  • Talent Development & Mentoring
  • Strategic portfolio management
  • Authority & escalation protocols

Certification

  • CPCU 520: Meeting Challenges Across Insurance Operations
  • CPCU 551: Managing Commercial Property Risk
  • CPCU 552: Managing Commercial Liability Risk
  • ETHIC 312: Ethical Guidelines for CPCU.

Timeline

Account Executive – Select Accounts

Travelers Insurance
04.2024 - Current

Associate Account Executive – Select

Travelers Insurance
04.2022 - 04.2024

Underwriting Professional Development Program – Select

Travelers Insurance
06.2021 - 04.2022

Intern - Select Accounts

Travelers Insurance
06.2020 - 08.2020

BS - Risk Management and Insurance

University Of North Texas

Awards & Milestones

Insurance Council Of Texas Scholarship Recipient 2020, 2021
DFW RIMS Insurance Scholarship Recipient 2020, 2021

Five Year Anniversary with Travelers