Sarah Sundberg
Regional Operating Officer
Dallas,Texas
Summary
Underwriting Officer with 16-year track record of identifying and implementing strategies to drive profitability, business development and underwriting excellence. Committed to achieving results and contributing to the overall success of Travelers.
Overview
4
4
Certifications
16
16
years of professional experience
Work History
Regional Operating Officer
Travelers Insurance
04.2025 - Current
- Manage a $145 million portfolio of general liability, auto, workers compensation, umbrella, property and inland marine (including oil lease property, contractors’ equipment and rig physical damage) balancing risk exposure while meeting business objectives.
- Utilize strong underwriting acumen and risk quality selection to manage growth in oil and gas, backed by strong rate and execution of underwriting excellence action plan, to improve the health and profitability of the oil and gas portfolio.
- Execute and create national training curriculum for our energy group with deep knowledge of the oil and gas industry.
- Monitor trends, emerging issues, and underwriting results for the energy book of business. Leverage findings to develop strategies with home office and field leadership to drive execution.
- Drive underwriting execution through evaluating underwriting quality and influencing complex account and portfolio cures.
Regional Underwriting Officer
Travelers Insurance
04.2020 - 04.2025
- Manage a $130 million portfolio of general liability, auto, workers compensation, umbrella, property and inland marine (including oil lease property, contractors’ equipment and rig physical damage) balancing risk exposure while meeting business objectives.
- Collaborate on the initial development and updates of comprehensive IndustryEdge manuals for 5 different oil and gas industry segments to improve overall understanding of underwriting principles and industries among staff members.
- Organized and implemented an 18-month leadership development program as a LEAD program facilitator for our top talent across underwriting and claims in the South Central region.
- Develop and maintain the nationwide seismic strategy.
- Participated in the ROO and RUO Field Leadership Evolution.
- Completed Advanced Manufacturing, Fundamentals of Loss Sensitive, and Construction - New to Industry training.
Underwriting Manager
Travelers Insurance
01.2016 - 03.2020
- Managed a $100 Million portfolio of general liability, auto, workers compensation, umbrella, property, and inland marine.
- Counseled on the Oil and Gas Advisory Team. Enabled business process and management effectiveness. Prepared oil and gas for all lines product and platform transformation.
- Created a regional middle market underwriting officer quarterly gathering to build relationships and credibility across the region.
- Prioritized business development by participating in client meetings, agency presentations, and networking events.
- Elevated underwriting preparedness, improved our portfolio and enhanced the cure process by driving renewal preparation at 120 days prior, CURE at 45 days prior and stewardship meetings between all service partners at 30 days post binding.
- Committed to the growth of 11 underwriters by building intentional relationships and influencing development.
- Procured and serviced the region’s largest accounts with a strong emphasis on stewardship and customer service.
- Developed the region’s response to multiple underwriting audits.
- Participated in the South Central New to Leadership Cohort.
Various Underwriting Positions
Travelers Insurance
06.2010 - 12.2015
- Managed the profitability and growth of a $19.8 million dollar book, and brought in over $2.5 million in new business, while driving retention and rate in excess of the region and goal.
- Built and maintained thriving relationships with brokers in the Dallas, Ft. Worth, East TX, Houston, and Louisiana markets.
- Developed loss sensitive programs on large accounts.
- Assisted on the Operations Model Advisory Group.
- Contributed to project work including modernizing the exposure and loss analysis tool, workflow design and financial modeling tool.
- Selected by RVP for Young Professional Development Cohort.
Education
Bachelor of Arts - Finance
Texas A&M University
College Station, TX05-2010
Skills
- Portfolio Management
- Relationship Building
- Analyzing Data
- Underwriting Guidelines
- Pricing Strategy
Certification
PETEX Petroleum Fundamentals
Timeline
Regional Operating Officer
Travelers Insurance
04.2025 - Current
Regional Underwriting Officer
Travelers Insurance
04.2020 - 04.2025
Underwriting Manager
Travelers Insurance
01.2016 - 03.2020
Various Underwriting Positions
Travelers Insurance
06.2010 - 12.2015
Bachelor of Arts - Finance
Texas A&M University
Development
- Underwriting Leadership Development Initiative (LDI) – Class of 2022
- Underwriting Professional Development Program (UPDP) – Class of 2010